Keefe Bruyette Lowers Root Price Target to $165, Maintains Outperform Rating

Keefe Bruyette analyst Tommy McJoynt lowered Root's (ROOT) price target to $165 from $170, while maintaining an Outperform rating. The analyst praised Root's strong Q4 earnings beat from a bottom-line perspective.

Global Payments (GPN)

Keefe, Bruyette & Woods (KBW) raised its price target on Global Payments (NYSE: GPN) stock to $87.00 from $85.00 on Thursday, while maintaining a Market Perform rating. The research firm cited a "strong clean print" from Global Payments, noting the company’s latest financial results showed stabilization in business trends and early momentum in the Genius platform rollout. KBW highlighted that these positive developments are driving optimism about the company exiting 2025 with improved performance trends. Despite the price target increase, KBW maintained its neutral stance, stating that while shares are "attractively valued," trading at a P/E ratio of 14.54x, the firm needs "greater visibility on consistent execution and managing risks" related to both standalone growth reacceleration and integration with the Worldpay acquisition before becoming more positive on the stock [1].

Root Inc. (ROOT)

Root, Inc. (NASDAQ: ROOT) announced its second-quarter financial results and will host a conference call for updates on August 6, 2025. The company reported its financial results for the second quarter of 2025 and will hold a conference call and webcast today, August 6, at 5:00 p.m. Eastern Time to discuss the results and provide company updates. The call can be accessed via a toll-free number or through a webcast link provided on their website. Root, established in 2015 and headquartered in Columbus, Ohio, aims to innovate the insurance industry through data science and technology, having already achieved over 15 million app downloads and collected substantial driving data for their insurance offerings [2].

Analyst Ratings and Price Targets

Keefe, Bruyette & Woods issued a "Outperform" rating on 05/08/2025, while Jefferies issued a "Buy" rating on 04/11/2025 for Root Inc. Multiple analysts have issued price targets for Root Inc. recently, with a median target of $130.0. Elyse Greenspan from Wells Fargo set a target price of $118.0 on 07/10/2025, and Andrew Kligerman from TD Cowen set a target price of $125.0 on 07/08/2025. Thomas McJoynt-Griffith from Keefe, Bruyette & Woods set a target price of $170.0 on 05/08/2025, but later lowered it to $165 [2].

Conclusion

Analysts are closely monitoring the performance of Global Payments and Root Inc. as they navigate through their respective transformations and integration plans. The recent adjustments in price targets and ratings reflect the evolving market sentiment and the analysts' assessments of the companies' future prospects.

References:
[1] https://au.investing.com/news/analyst-ratings/keefe-bruyette--woods-raises-global-payments-stock-price-target-to-87-93CH-3966200
[2] https://www.quiverquant.com/news/Root%2C+Inc.+Reports+Second+Quarter+Financial+Results+and+Conference+Call+Details