Global Pmts Inc Stock Price, News & Analysis

Global Payments (NYSE:GPN) reported strong Q2 2025 results with adjusted EPS of $3.10, up 11% in constant currency, and adjusted net revenue of $2.36 billion, representing a 5% constant currency growth excluding dispositions. The company reaffirmed its full-year 2025 outlook, expecting adjusted net revenue growth of 5-6% and adjusted EPS growth at the high end of 10-11%.

Key developments include receiving HSR clearances for the Worldpay acquisition and Issuer Solutions divestiture, both expected to close in H1 2026. The company increased its expected annual run-rate operating income benefit from merchant business transformation to $650 million and announced a $500 million accelerated share repurchase plan. Additionally, GPN declared a dividend of $0.25 per share payable September 26, 2025.

Global Payments (NYSE:GPN) announced significant partnerships in the sports industry, securing a new multi-year deal with the Minnesota Twins as their payments technology provider for food and beverage at Target Field, while also extending its existing partnership with the Dallas Cowboys at AT&T Stadium.

The Cowboys renewal encompasses payment processing for food and beverage, retail, and ticketing services. Global Payments was selected for its proven track record in handling high-volume transactions in stadium environments, currently serving approximately 160 stadiums and venues worldwide.

Global Payments (NYSE:GPN), a leading payment technology and software solutions provider, has scheduled its second quarter 2025 financial results announcement for August 6, 2025, before market opening.

The company will host a live audio webcast at 8:00 a.m. EDT on the same day to discuss the results. Investors can access the webcast through the company's investor relations website at investors.globalpayments.com. A recording will be available on the website after the event.

Global Payments (NYSE: GPN) and Banamex have announced a multi-year renewal and expansion of their strategic alliance in Mexico. Through its EVO Payments business, Global Payments processes nearly 900M transactions across more than 250,000 POS systems in Mexico.

The partnership focuses on providing integrated payment solutions and banking services to merchants, from SMEs to enterprises, covering both digital and physical establishments. The alliance is particularly significant as SMEs generate 52% of Mexico's national revenue according to INEGI data.

The collaboration aims to enhance the payments ecosystem and strengthen digital capabilities to better serve the Mexican market, leveraging Banamex's position as one of Mexico's leading banks with over 141 years of history.

Oro Inc. has launched OroPay, a comprehensive payment platform integrated with OroCommerce for B2B digital commerce, backed by Global Payments (NYSE: GPN). The solution unifies invoicing, payments, and ERP connectivity into a single ecosystem.

OroPay offers Level 2 and Level 3 credit card processing, supporting multiple payment methods including credit card and ACH. The platform features advanced fraud protection, SCA/PSD2 compliance, and tokenization. Available with OroCommerce v5.1 LTS, OroPay aims to streamline B2B payments, reduce manual reconciliation, and improve cash flow management for manufacturers and distributors.

Global Payments (NYSE: GPN) has launched Genius for Retail, a new point-of-sale (POS) solution designed for small and medium-sized retail businesses. The solution offers advanced payment capabilities, business management tools, and customer engagement features without requiring third-party add-ons. Key features include contactless checkout, inventory management, digital invoicing, employee scheduling, and order-ahead capabilities. This release follows the May launch of Genius for Restaurants, with Genius for Enterprise planned for Q3. Additional retail configurations for age-verification businesses and service businesses will be introduced in Q3 and Q4. The solution will initially be available in the U.S. with global expansion throughout 2025.

Global Payments announced the launch of Vendor Payments powered by MineralTree, a new embedded payment solution integrated directly within Sage Intacct. This collaboration between Global Payments' MineralTree business and Sage aims to streamline B2B payables processes for finance teams. The solution enables payments through ACH, virtual card, and check directly from customers' existing bank accounts, offering features like direct debit funding, multi-entity support, and real-time payment status visibility. Key benefits include cash-back rebates on virtual card spending, faster payment settlement, and elimination of system-switching and syncing delays. The integration addresses common pain points in accounts payable such as fragmented tools and manual workflows, allowing finance teams to manage payments without leaving their Sage Intacct environment.

Acrisure has announced a definitive agreement to acquire Heartland Payroll Solutions from Global Payments (NYSE: GPN) for $1.1 billion. Heartland Payroll, serving over 50,000 clients, provides payroll solutions, HCM software, and business services. The acquisition will significantly expand Acrisure's payroll and HCM capabilities as part of its transformation into a comprehensive fintech platform.

Vince Lombardo, former President of North America Merchant Solutions at Global Payments, will join Acrisure as CEO of Heartland Payroll. The deal follows Acrisure's recent $2.1 billion funding round led by Bain Capital, which valued the company at $32 billion. The transaction is expected to close in the second half of 2025, subject to regulatory approvals.

Global Payments (NYSE: GPN) has announced an agreement to sell its Payroll business to Acrisure for $1.1 billion. The company plans to use the after-tax proceeds to return capital to shareholders while maintaining leverage neutrality. This divestiture is part of Global Payments' transformation program announced at its September 2024 Investor Conference, following recent agreements to divest its Issuer Solutions business, acquire Worldpay, and the completed sale of AdvancedMD.

The transaction, expected to close in second half of 2025, includes a mutual referral agreement and long-term commercial partnership with Acrisure, allowing Global Payments to continue offering integrated human capital management and payroll solutions to its merchant customers. This strategic move aims to simplify the business and position Global Payments as a pure play commerce solutions provider.