Global Payments management check
GPN · Financials · Transaction & Payment Processing Services · CEO Cameron Beady
Filings as of
3 good · 3 to watch · 1 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $38, against $203 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.01 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.4% of net income$20.3m of reported pay in fiscal 2025, against $1.5bn of net income.
- Watch
Do they own the stock?
CEO stake ≈ 1.9 years of payThe CEO holds 441,661 shares, directly or through trusts (unvested awards not counted): about 1.9 years of pay. No open-market insider buying or selling in the last six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -3.8% a year over the last three fiscal years. Stock-based pay was 2.0% of revenue in the latest year.
- Good
Is leadership stable?
8 leadership filings in 3 yearsCEO in the pay table: Cameron Beady. 8 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Financials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 0 | 49 | |
| Pay for performance | 51 | 83 | |
| CEO cost | 38 | 67 | |
| Skin in the game | 49 | 51 | |
| Dilution | 98 | 69 | |
| Stable leadership | 85 | 80 | |
| Clean books | 100 | 100 |
Closest peers
Others in Transaction & Payment Processing Services, by management score. Global Payments is 54th of 72 in its sector.
- 107MAMastercard76
- 209CPAYCorpay68
- 250XYZBlock, Inc.64
- 273VVisa Inc.63
- 316GPNGlobal Payments60
- 359PYPLPayPal57
- 389FISVFiserv55
- 433JKHYJack Henry & Associates49
- 462FISFidelity National Information Services42
Pay versus performance
From the proxy statement filed March 17, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Cameron Beady | $20.3m | $6.5m | $7.0m | $38 | $203 | $1.5bn |
| 2024 | — | $17.2m | $10.0m | $4.7m | $54 | $177 | $1.6bn |
| 2023 | — | $22.0m | $28.6m | $4.6m | $60 | $135 | $1.0bn |
| 2022 | — | $22.3m | $14.2m | $6.3m | $47 | $121 | $143.3m |
| 2021 | — | $23.3m | −$5.9m | $6.8m | $63 | $135 | $987.9m |
The board says pay is tied most to Adjusted EPS. Its other key measures: Adjusted Net Revenue, Adjusted Operating Margin, Transformation Adjusted Operating Income Benefit.
Insiders and the CEO's stake
Cameron M Bready (Chief Executive Officer) held 441,661 shares directly after their latest Form 4 on Jul 29, 2026, roughly $39.0m at that filing's price.
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- Feb 18, 2026Leadership change8-K 5.02
- Jan 14, 2026Leadership change8-K 5.02
- Sep 29, 2025Leadership change8-K 5.02
- Apr 28, 2025Leadership change8-K 5.02
- Mar 7, 2025Leadership change8-K 5.02
- Aug 6, 2024Leadership change8-K 5.02
- Nov 8, 2023Leadership change8-K 5.02
- Oct 27, 2023Leadership change8-K 5.02
- May 1, 2023Leadership change8-K 5.02
- Oct 28, 2022Leadership change8-K 5.02
- Aug 2, 2022Leadership change8-K/A 5.02
- Jun 2, 2022Leadership change8-K 5.02
Latest shareholder vote results: May 4, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $9.9bn returned to owners in buybacks and dividends, 197% of net income, and $870.9m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $8.5bn | $6.8bn | $7.4bn | $7.7bn | $7.7bn |
| Net income | $965.5m | $111.5m | $986.2m | $1.6bn | $1.4bn |
| Stock-based pay | $180.8m | $163.3m | $209.0m | $164.2m | $153.6m |
| Buybacks | $2.5bn | $2.9bn | $418.3m | $1.6bn | $1.2bn |
| Dividends | $259.7m | $274.0m | $260.4m | $252.8m | $238.5m |
| Diluted shares | 294m | 276m | 262m | 255m | 242m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.