GLOBAL RESEARCH ARCHIVE
Perlin’s Ponderings
Research evidence excerpt
Perlin’s Ponderings
RBC Capital Markets, LLC
Daniel R. Perlin, CFA (Analyst)
(410) 977-0821, daniel.perlin@rbccm.com
Matthew Inglis (AVP)
(212) 558-0412, matthew.inglis@rbccm.com
Company Ticker Rating
May 12, 2026
Affirm AFRM SP
Broadridge Financial BR OP Perlin’s Ponderings
Corpay CPAY SPRESEARCH A daily digest of commentary and news Fidelity National Info FIS OP
Quick summary: financial technology; payment acceptance; digital Fiserv FISV OP
payments Flywire FLYW OP
Financial technology Shift4 Payments FOUR OP
Broadridge (BR: rated OP) announced an expansion of its tokenization Global Payments GPN SP
capabilities, enabling institutional firms with infrastructure to operate HealthEquity HQY OP
across both tokenized and traditional securities on a single, integrated Jack Henry JKHY OPEQUITY Lightspeed LSPD OP platform, with the company expanding its distributed ledger repo solution
to support equities, funds, alts, and money market instruments. FIS (FIS: Mastercard MA OP
rated OP) announced that its Supply Chain Finance Platform (formerly PicS N.V. PICS OP
Demica) was selected by Glencore to support the inaugural trade Paysafe PSFE SP
receivables securitization program for its oil and gas commodity business. PayPal PYPL OP
Jack Henry (JKHY: rated OP) announced that its Board increased the Q2 Holdings QTWO SP
company’s remaining 1.4M share repurchase authorization by another 5M Rocket Cos RKT SP
shares. Source: corporate release SS&C SSNC OP
Given the increasing demands on banks’ legacy technology from the Toast, Inc. TOST SP
adoption of new solutions and technology, we expect to see an increase in Visa V OP
investment in innovative solutions for digital experiences. NCR Voyix VYX OP
Wealthfront WLTH OP
Payment acceptance Western Union WU SP
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