Global Payments soars 6% as Elliott Management builds stake.

Global Payments shares surged 6% as Elliott Management built a stake in the payment processor following its acquisition agreement. The hedge fund's involvement is seen as a positive development for the company, potentially leading to changes in its strategy and operations.

Global Payments Inc. (GPN, Financial) shares surged by approximately 6% on July 14, 2025, following reports that hedge fund Elliott Management has acquired a significant stake in the payment processing firm. The acquisition comes after Global Payments' $24.2 billion acquisition of Worldpay, which has led to a decline in share prices. Elliott Management's involvement is seen as a strategic move to revitalize investor interest and potentially influence the company's direction.

The exact details of Elliott Management's investment and demands remain undisclosed. However, the hedge fund's involvement is expected to bring about changes in Global Payments' strategy and operations, aiming to restore shareholder confidence and stabilize the company's market position.

Wall Street analysts have offered varying forecasts for Global Payments. The average one-year price target is $97.27, with a high estimate of $194.00 and a low estimate of $64.00. This implies an average upside of 25.33% from the current price of $77.61. Additionally, the average brokerage recommendation is currently 2.6, indicating a "Hold" status [1].

GuruFocus estimates the GF Value for Global Payments at $125.23 in one year, suggesting an upside of 61.36% from the current price [2]. GF Value is calculated based on historical multiples, past business growth, and future performance estimates.

Global Payments reported strong financial performance in the first quarter of 2025. The company achieved over 5% constant currency adjusted net revenue growth and an 11% constant currency adjusted earnings per share growth compared to the same period in 2024. The company also announced plans to return approximately $7 billion in capital to shareholders from 2025 to 2027 [3].

However, the integration of the Worldpay acquisition and the divestiture of the Issuer Solutions business may present challenges. There is also potential risk associated with the timing and execution of the Worldpay transaction and its alignment with Global Payments' transformation agenda. Additionally, macroeconomic uncertainties, such as ongoing tariff negotiations, could impact global economic conditions and consumer spending [3].

The 15-minute chart for Global Payments triggered a KDJ Golden Cross and a Bullish Marubozu on July 14, 2025, indicating a shift in momentum towards the upside. This suggests that the stock price may continue to rise [4].

In the broader market context, major indexes such as the S&P 500 and Nasdaq hit record highs despite President Donald Trump's threats of significant tariffs on numerous countries. Growth stocks experienced volatility, with notable daily losses [5].

References:
[1] https://www.gurufocus.com/news/2979276/elliott-management-acquires-significant-stake-in-global-payments-gpn-gpn-stock-news
[2] https://www.gurufocus.com/news/2979276/elliott-management-acquires-significant-stake-in-global-payments-gpn-gpn-stock-news
[3] https://www.ainvest.com/news/global-payments-15min-chart-triggered-kdj-golden-cross-bullish-marubozu-indicator-2507/
[4] https://www.cnbc.com/2025/07/15/stocks-making-the-biggest-moves-after-hours-gpn-hwc-omc-jbht.html
[5] https://www.beckersbehavioralhealth.com/behavioral-health-government-policies/cms-proposes-behavioral-health-payment-updates-3-notes/