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Global Payments Posts Strong Q4 Results, Raises 2026 Outlook

Story Highlights
  • Global Payments posted solid 2025 results with higher adjusted revenue and EPS, expanding margins and strong cash generation, and issued double-digit 2026 earnings growth guidance.
  • The company completed the Worldpay acquisition and Issuer Solutions sale, repositioning as a pure-play merchant solutions provider and launching major share repurchases to return capital to investors.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Global Payments Posts Strong Q4 Results, Raises 2026 Outlook

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Global Payments ( (GPN) ) just unveiled an announcement.

On February 18, 2026, Global Payments reported fourth-quarter 2025 GAAP revenue of $1.90 billion and adjusted net revenue of $2.32 billion, with adjusted EPS up 11% in constant currency, while full-year 2025 adjusted net revenue rose to $9.32 billion and adjusted EPS climbed 11% to $12.22. The company highlighted expanding operating margins, strong cash generation and merchant solutions growth, declared a quarterly dividend, and guided for 2026 adjusted EPS growth of 13%–15%.

During 2025, Global Payments completed the acquisition of Worldpay and the divestiture of its Issuer Solutions business, cementing its transformation into a pure‑play merchant solutions provider built around its new Genius platform. The board authorized $2.5 billion in share repurchases, including a $550 million accelerated buyback, and the company expects to return over $2 billion to shareholders in 2026, moves that underscore its confidence in long-term cash flow and shareholder value creation, while also strengthening its leadership team with a new chief accounting officer effective March 1, 2026.

The most recent analyst rating on (GPN) stock is a Buy with a $114.00 price target. To see the full list of analyst forecasts on Global Payments stock, see the GPN Stock Forecast page.

Spark’s Take on GPN Stock

According to Spark, TipRanks’ AI Analyst, GPN is a Neutral.

The score is driven primarily by solid underlying financial performance (strong margins and cash conversion but weaker recent growth). Valuation is supportive with a low P/E, while technical indicators are mixed-to-soft. Earnings call execution trends were positive (growth, margin expansion, cash flow and deleveraging), and the Worldpay/Issuer Solutions transactions improve strategic focus but introduce integration and debt-related execution risk.

To see Spark’s full report on GPN stock, click here.

More about Global Payments

Global Payments Inc., a Fortune 500 member listed on the NYSE as GPN, is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. Headquartered in Atlanta, it provides merchant-focused solutions for seamless payment acceptance and smarter operations, handling trillions in payment volume and billions of transactions across more than 175 countries.

Average Trading Volume: 2,977,663

Technical Sentiment Signal: Sell

Current Market Cap: $19.18B

For detailed information about GPN stock, go to TipRanks’ Stock Analysis page.

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