RPAY

Repay Holdings Corp

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001720592
$3.37 -1.46% $302.2M
High Impact Filing (8/10)12 New Institutional Positions5 Institutional Exits
Vol
Market Cap$302.2M
Cap SizeSmall Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$67.9M
Inst. Activity12 buys / 5 sells
Insider Activity16B / 0S
Insider Net $$13.3M
SEC Reports5
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001720592·Prev Close $3.42

Recent Activity

Jun 10, 2026 Insider
GOEBEL MARYANN was granted 50,295 shares
Director
Jun 10, 2026 Insider
THORNBURGH RICHARD E was granted 50,295 shares
Director
Jun 10, 2026 Insider
GARCIA PAUL R was granted 50,295 shares
Director
May 15, 2026 Event
HSR Early Termination: Repay Holdings Corporation; The Hearst Family Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving Repay Ho
May 4, 2026 SEC
Repay Holdings reported Q1 2026 adjusted EPS of $0.22, beating consensus of $0.18 by 22%, on revenue of $80.8M (+4% YoY,
8-K — Impact 8/10
May 4, 2026 earnings_calendar
RPAY Q1 2026 Earnings After Market Close — 2026-05-04
Apr 27, 2026 SEC
Repay Holdings provided preliminary Q1 2026 results with revenue of $80.5M–$81.0M (4% YoY growth) and Adjusted EBITDA of
8-K — Impact 6/10
Apr 14, 2026 SEC
Repay Holdings Corporation adopted a limited-duration stockholder rights plan to protect against unsolicited takeovers.
8-K — Impact 5/10

Price Targets

$6.29 +86.7% upside Strong Buy
Current $3.37 Low $3.50 Median $6.00 High $10.00 6 analysts
$3.50 $10.00

Analyst Ratings

Buy69% buy · 13 analysts
2Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 UBS MAINTAIN Neutral → Neutral
Jun 3, 2026 DA Davidson MAINTAIN Buy → Buy
May 7, 2026 UBS MAINTAIN Neutral → Neutral
May 5, 2026 DA Davidson MAINTAIN Buy → Buy
May 5, 2026 Stephens & Co. DOWNGRADE Overweight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.23 ▲ +8.6% $0.20 — $0.28 16% YoY 3
Next Q $0.23 ▼ -2.1% $0.21 — $0.24 10% YoY 3
Current FY $0.95 ▲ +2.4% $0.87 — $1.03 15% YoY 3
Next FY $1.12 ▲ +14.8% $1.04 — $1.19 18% YoY 2

Latest Reports

BULLISH 8-K 8/10
Repay Holdings reported Q1 2026 adjusted EPS of $0.22, beating consensus of $0.18 by 22%, on revenue of $80.8M (+4% YoY,
May 4, 2026
MIXED 8-K 6/10
Repay Holdings provided preliminary Q1 2026 results with revenue of $80.5M–$81.0M (4% YoY growth) and Adjusted EBITDA of
Apr 27, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$16.3M—
VANGUARD CAPITAL MANAGEMENT LLC$8.4M—
DIMENSIONAL FUND ADVISORS LP$7.7M—
STATE STREET CORP$4.6M—
D. E. Shaw &$4.2MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026GOEBEL MARYANNA$0.00
Jun 10, 2026THORNBURGH RICHARDA$0.00
Jun 10, 2026GARCIA PAULA$0.00
Jun 10, 2026Rios EmnetA$0.00
Jun 10, 2026KIGHT PETERA$0.00
50 institutional holders with $67.9M total value (26,087,837 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 12 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,280,948$16.3M24.0%—
2VANGUARD CAPITAL MANAGEMENT LLC3,221,897$8.4M12.3%—
3DIMENSIONAL FUND ADVISORS LP2,944,447$7.7M11.3%—
4STATE STREET CORP1,750,391$4.6M6.7%—
5D. E. Shaw & Co., Inc.1,633,661$4.2M6.3%ADD +62.9%
6GOLDMAN SACHS GROUP INC1,032,161$2.7M4.0%—
7CITADEL ADVISORS LLC992,387$2.6M3.8%—
8MORGAN STANLEY965,908$2.5M3.7%—
9Nuveen, LLC840,952$2.2M3.2%TRIM -29.0%
10VANGUARD PORTFOLIO MANAGEMENT LLC757,987$2.0M2.9%—
11DEUTSCHE BANK AG\672,688$1.7M2.6%—
12BANK OF MONTREAL /CAN/629,786$1.6M2.4%—
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC545,513$1.4M2.1%—
14BANK OF AMERICA CORP /DE/495,656$1.3M1.9%ADD +79.6%
15VANGUARD FIDUCIARY TRUST CO432,567$1.1M1.7%—
16Invesco Ltd.308,520$802.2K1.2%ADD +42.6%
17BARCLAYS PLC297,242$772.8K1.1%—
18Vanguard Global Advisers, LLC283,702$737.6K1.1%—
19FMR LLC206,582$537.1K0.8%ADD +25.2%
20CWM, LLC191,385$497.6K0.7%ADD +60.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCTRIM1,184,667840,952-29.0%$2.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD275,909495,656+79.6%$1.3M2026-Q1
Invesco Ltd.ADD216,407308,520+42.6%$802.2K2026-Q1
CWM, LLCADD119,265191,385+60.5%$497.6K2026-Q1
Mariner, LLCDOUBLED45,221137,194+203.4%$357.1K2026-Q1
Cerity Partners LLCADD62,28195,496+53.3%$248.3K2026-Q1
Russell Investments Group, Ltd.ADD51,35968,254+32.9%$177.5K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD40,75666,407+62.9%$171.3K2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD31,34062,052+98.0%$161.3K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD15,52624,561+58.2%$64.0K2026-Q1
ROYCE & ASSOCIATES LPNEAR_EXIT681,73723,587-96.5%$61.3K2026-Q1
Merit Financial Group, LLCADD10,43613,707+31.3%$35.6K2026-Q1
PRUDENTIAL FINANCIAL INCTRIM41,87510,945-73.9%$28.5K2026-Q1
MARSHALL WACE, LLPNEAR_EXIT141,90710,400-92.7%$27.0K2026-Q1
Allworth Financial LPDOUBLED9954,019+303.9%$10.4K2026-Q1
MetLife Investment Management, LLCNEAR_EXIT28,2913,534-87.5%$9.2K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED1263,006+2285.7%$7.8K2026-Q1
BAMCO INC /NY/TRIM3,750,0002,000,000-46.7%$7.3M2025-Q4
D. E. Shaw & Co., Inc.ADD989,7821,612,598+62.9%$5.9M2025-Q4
ROYCE & ASSOCIATES LPTRIM1,179,520681,737-42.2%$2.5M2025-Q4
BANK OF AMERICA CORP /DE/TRIM761,780275,909-63.8%$1.0M2025-Q4
FMR LLCADD137,583172,228+25.2%$628.6K2025-Q4
MARSHALL WACE, LLPNEAR_EXIT588,495141,907-75.9%$518.0K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM160,28993,160-41.9%$340.0K2025-Q4
Legal & General Group PlcADD47,60688,483+85.9%$323.4K2025-Q4
15 unique insiders with 50 transactions. Net insider value: $13.3M ($13.3M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026GOEBEL MARYANNDirectorAWARD50,295——
Jun 10, 2026THORNBURGH RICHARD EDirectorAWARD50,295——
Jun 10, 2026GARCIA PAUL RDirectorAWARD50,295——
Jun 10, 2026Rios Emnet LegesseDirectorAWARD50,295——
Jun 10, 2026KIGHT PETER JDirectorAWARD73,964——
Jun 1, 2026Watkin Richard JasonPresident, KUBRAAWARD833,333——
May 31, 2026Guthrie David MChief Technology OfficerAWARD1,000$2.85$2.9K
May 31, 2026Guthrie David MChief Technology OfficerTAX W/H79$3.88$306.52
May 12, 2026Morrow Matthew EdwardExecutive Vice PresidentAWARD260,416——
May 7, 2026Sullivan Thomas EugeneChief Accounting OfficerTAX W/H3,897$3.49$13.6K
Apr 9, 2026Forager Fund, L.P.10%+ OwnerBUY78,991$2.68$211.7K
Apr 9, 2026Forager Fund, L.P.10%+ OwnerBUY78,991$2.68$211.7K
Apr 8, 2026Forager Fund, L.P.10%+ OwnerBUY484,720$2.57$1.2M
Apr 8, 2026Forager Fund, L.P.10%+ OwnerBUY484,720$2.57$1.2M
Apr 7, 2026Forager Fund, L.P.10%+ OwnerBUY350,000$2.42$847.0K
Apr 7, 2026Forager Fund, L.P.10%+ OwnerBUY350,000$2.42$847.0K
Apr 2, 2026Forager Fund, L.P.10%+ OwnerBUY461,609$2.53$1.2M
Apr 2, 2026Forager Fund, L.P.10%+ OwnerBUY461,609$2.53$1.2M
Apr 1, 2026Forager Fund, L.P.10%+ OwnerBUY488,391$2.54$1.2M
Apr 1, 2026Forager Fund, L.P.10%+ OwnerBUY488,391$2.54$1.2M
Mar 27, 2026Forager Fund, L.P.10%+ OwnerBUY180,858$3.05$551.6K
Mar 27, 2026Forager Fund, L.P.10%+ OwnerBUY180,858$3.05$551.6K
Mar 26, 2026Forager Fund, L.P.10%+ OwnerBUY287,200$3.04$873.1K
Mar 26, 2026Forager Fund, L.P.10%+ OwnerBUY287,200$3.04$873.1K
Mar 25, 2026Forager Fund, L.P.10%+ OwnerBUY174,779$2.92$510.4K
Mar 25, 2026Forager Fund, L.P.10%+ OwnerBUY174,779$2.92$510.4K
Mar 19, 2026Morris John Andrew Sr.Chief Executive OfficerTAX W/H51,905$2.65$137.5K
Mar 19, 2026Guthrie David MChief Technology OfficerTAX W/H6,627$2.65$17.6K
Mar 19, 2026Dempsey Tyler BGeneral CounselTAX W/H5,723$2.65$15.2K
Mar 19, 2026Barnett NaomiExecutive Vice PresidentTAX W/H3,313$2.65$8.8K
Mar 19, 2026Sullivan Thomas EugeneChief Accounting OfficerTAX W/H4,670$2.65$12.4K
Mar 11, 2026Dempsey Tyler BGeneral CounselAWARD176,056——
Mar 11, 2026Barnett NaomiExecutive Vice PresidentAWARD128,961——
Mar 11, 2026Sullivan Thomas EugeneChief Accounting OfficerAWARD91,549——
Mar 11, 2026Guthrie David MChief Technology OfficerAWARD207,570——
Mar 11, 2026Houser Robert ScottChief Financial OfficerAWARD193,661——
Mar 11, 2026Morris John Andrew Sr.Chief Executive OfficerAWARD968,309——
Mar 5, 2026Guthrie David MChief Technology OfficerTAX W/H7,641$3.03$23.2K
Mar 5, 2026Dempsey Tyler BGeneral CounselTAX W/H6,776$3.03$20.5K
Mar 5, 2026Barnett NaomiExecutive Vice PresidentTAX W/H5,105$3.03$15.5K
Mar 5, 2026Sullivan Thomas EugeneChief Accounting OfficerTAX W/H3,624$3.03$11.0K
Mar 5, 2026Morris John Andrew Sr.Chief Executive OfficerTAX W/H38,402$3.03$116.4K
Feb 23, 2026Sullivan Thomas EugeneChief Accounting OfficerTAX W/H1,354$3.06$4.1K
Feb 23, 2026Barnett NaomiExecutive Vice PresidentTAX W/H1,297$3.06$4.0K
Feb 23, 2026Dempsey Tyler BGeneral CounselTAX W/H2,239$3.06$6.9K
Feb 23, 2026Guthrie David MChief Technology OfficerTAX W/H2,110$3.06$6.5K
Feb 23, 2026Alias ShalerPresidentTAX W/H2,524$3.06$7.7K
Feb 23, 2026Morris John Andrew Sr.Chief Executive OfficerTAX W/H12,140$3.06$37.1K
Feb 19, 2026Sullivan Thomas EugeneChief Accounting OfficerTAX W/H2,846$3.14$8.9K
Feb 19, 2026Barnett NaomiExecutive Vice PresidentTAX W/H4,008$3.14$12.6K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 5.2/10.
BULLISH 8-K 8/10
Repay Holdings reported Q1 2026 adjusted EPS of $0.22, beating consensus of $0.18 by 22%, on revenue
May 4, 2026
MIXED 8-K 6/10
Repay Holdings provided preliminary Q1 2026 results with revenue of $80.5M–$81.0M (4% YoY growth) an
Apr 27, 2026
NEUTRAL 8-K 5/10
Repay Holdings Corporation adopted a limited-duration stockholder rights plan to protect against uns
Apr 14, 2026
NEUTRAL EFFECT 4/10
Repay Holdings Corp (RPAY) has announced the effectiveness of a previously filed registration statem
Mar 10, 2026
NEUTRAL 8-K 3/10
Repay Holdings Corp filed an 8-K to disclose the approval of 2026 annual cash bonus program terms an
Feb 25, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (69% buy). Based on 13 analysts: 2 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$6.29 mean target +86.7% upside Strong Buy (1.67)
$3.50 Low $10.00 High
MetricValue
Current Price$3.37
Target Low$3.50
Target Mean$6.29
Target Median$6.00
Target High$10.00
# Analysts6
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.23 $0.20 $0.28 16.4% +8.6% 1↑ 1↓ $0.1B 46.9% 3
Next Q
2026-09-30
 $0.23 $0.21 $0.24 9.8% -2.1% 0↑ 2↓ $0.1B 92.7% 3
Current FY
2026-12-31
 $0.95 $0.87 $1.03 15.3% +2.4% 0↑ 1↓ $0.5B 60.1% 3
Next FY
2027-12-31
 $1.12 $1.04 $1.19 18.0% +14.8% 3↑ 0↓ $0.6B 27.0% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.233
7d ago$0.218+0.015
30d ago$0.214+0.018
60d ago$0.208+0.024
90d ago$0.210+0.023
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 UBS MAINTAIN Neutral Neutral
Jun 3, 2026 DA Davidson MAINTAIN Buy Buy
May 7, 2026 UBS MAINTAIN Neutral Neutral
May 5, 2026 DA Davidson MAINTAIN Buy Buy
May 5, 2026 Stephens & Co. DOWNGRADE Overweight Equal-Weight
Apr 28, 2026 DA Davidson MAINTAIN Buy Buy
Apr 10, 2026 DA Davidson MAINTAIN Buy Buy
Mar 16, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 11, 2026 UBS MAINTAIN Neutral Neutral
Mar 11, 2026 DA Davidson MAINTAIN Buy Buy
Mar 11, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 10, 2026 DA Davidson MAINTAIN Buy Buy
Mar 10, 2026 Benchmark MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262740069%
May 1, 20263730077%
Apr 1, 20263730077%
Mar 1, 20263730077%
Feb 1, 20263730077%
Jan 1, 20263730077%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 15, 2026
Enforcement
HSR Early Termination: Repay Holdings Corporation; The Hearst Family Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving Repay Holdings Corporation; The Hearst Family Trust.
May 4, 2026
earnings_calendar
RPAY Q1 2026 Earnings After Market Close — 2026-05-04
Apr 24, 2026
short_volume
Short Volume: RPAY — 67.0% short (0.4M / 0.6M)
Short: 417,122 | Exempt: 6,193 | TRF Vol: 622,872 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: RPAY — 92.9% short (1.9M / 2.1M)
Short: 1,907,008 | Exempt: 1 | TRF Vol: 2,053,463 | Short Ratio: 92.9% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: RPAY — 59.3% short (0.3M / 0.6M)
Short: 328,001 | Exempt: 0 | TRF Vol: 552,778 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: RPAY — 80.4% short (1.8M / 2.2M)
Short: 1,795,316 | Exempt: 0 | TRF Vol: 2,233,246 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: RPAY — 64.5% short (0.4M / 0.6M)
Short: 392,835 | Exempt: 37 | TRF Vol: 608,618 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: RPAY — 63.2% short (0.6M / 0.9M)
Short: 555,204 | Exempt: 30,079 | TRF Vol: 879,068 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: RPAY — 68.7% short (0.5M / 0.7M)
Short: 503,103 | Exempt: 0 | TRF Vol: 732,224 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
Mar 9, 2026
earnings_calendar
RPAY Q4 2025 Earnings After Market Close — 2026-03-09
Mar 4, 2026
earnings_calendar
RPAY Q4 2025 Earnings After Market Close — 2026-03-04
Mar 2, 2026
earnings_calendar
RPAY Q4 2025 Earnings After Market Close — 2026-03-02