Global Payments Jumps 9.09% on Earnings and Worldpay Integration Progress Trading Volume Surges 37.83% to Top 500 Daily Rank

Global Payments (GPN) closed 9.09% higher on August 6, 2025, with a trading volume of $0.44 billion, up 37.83% from the previous day. The stock’s rally followed the company’s Q2 2025 earnings report, which highlighted adjusted earnings per share (EPS) of $3.10, a 11% year-over-year increase, and adjusted net revenue of $2.36 billion, up 5% in constant currency excluding dispositions. The firm reaffirmed its full-year adjusted net revenue growth guidance of 5-6% while raising its adjusted EPS growth forecast to the high end of the 10-11% range. Key strategic progress included receiving Hart-Scott-Rodino clearances for the Worldpay acquisition and divestiture of its Issuer Solutions business, with the transactions on track to close in H1 2026.

Global Payments announced a $500 million accelerated share repurchase plan tied to the Payroll divestiture and increased its expected annual operating income benefit from the Merchant business transformation to $650 million. CEO Cameron Bready emphasized progress on integration planning for Worldpay, including antitrust clearance in the U.S., and highlighted early momentum from the Genius platform launch. The company also outlined a $0.25 per-share dividend payable on September 26, 2025, and reported $2.6 billion in cash and cash equivalents as of June 30, 2025.

Adjusted operating margin expanded 130 basis points to 44.6% in Q2, driven by cost efficiencies and higher revenue from core segments. Merchant Solutions generated $1.8 billion in adjusted net revenue, up 1.1% year-over-year, while Issuer Solutions reported $547 million, a 4% increase. CFO Josh Whipple noted that the company remains on track for margin expansion exceeding 50 basis points in 2025 and emphasized the long-term value of the Worldpay integration.

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