Overview
- Shares rose roughly 16–17% to about $81 after Q4 results, new capital returns, and guidance were announced.
- Q4 adjusted EPS reached $3.18 versus $3.16 expected, with adjusted net revenue of $2.32 billion and a 44.7% adjusted operating margin, up 80 basis points year over year.
- The board approved up to $2.5 billion in repurchases, including a $550 million accelerated buyback, and confirmed a $0.25 quarterly dividend payable March 30 to holders of record March 9.
- 2026 adjusted EPS is guided to $13.80–$14.00, implying 13–15% growth, with about 5% constant‑currency adjusted net revenue growth and roughly 150 basis points of margin expansion.
- Global Payments completed the Worldpay acquisition and closed the sale of Issuer Solutions to FIS, and it expects to return more than $2 billion to shareholders in 2026, staying on track for $7.5 billion by end‑2027.