Billionaire Larry Robbins’ 5 Dividend Stock Picks

2. Global Payments Inc. (NYSE:GPN)

Glenview Capital’s Stake Value: $428,054,382

On June 3, Mizuho analyst Dan Dolev said the weakness in Global Payments Inc. (NYSE:GPN) shares appeared to be driven by analyst commentary suggesting the company’s Q2 estimates might need to be revised lower. After reviewing the situation, Dolev said the concerns looked overstated. In a research note, he wrote, “Upon further investigation, we believe these worries are overblown.” The firm said it sees no reason to believe Global Payments will change its Q2 guidance. Mizuho also noted that the company reaffirmed its outlook at a conference two weeks earlier.

On June 11, TD Cowen lowered the firm’s price recommendation on Global Payments to $74 from $86. It reiterated a Hold rating on the stock. Analyst Bryan Bergin updated its model to reflect a more conservative view of previously communicated headwinds that now appear more likely to materialize. At the same time, TD Cowen said the company’s message around acceleration in the second half of 2026 remains unchanged.

Global Payments Inc. (NYSE:GPN) is a payment technology and software company that powers commerce for businesses of all sizes around the world.