MA

Mastercard Inc

NYSE · Services-Business Services, NEC · Inc. DE · CIK 0001141391
$489.98 +0.71% $432.9B
High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (7)
Vol
Market Cap$432.9B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$229.1B
Inst. Activity33 buys / 17 sells
Reddit Sentiment61° Warm
SEC Reports6
Congressional10 trades
Exchange NYSE·Sector Services-Business Services, NEC·Inc. DE·CIK 0001141391·Prev Close $486.51

Recent Activity

Jul 29, 2026 earnings_calendar
MA Q2 2026 Earnings Before Market Open — 2026-07-29
EPS est: $4.99 | Rev est: $9.4B
May 31, 2026 SEC
Freedom Broker upgrades MA to Buy — PT $675 (+36.6%)
ANALYST-UPGRADE — Impact 4/10
May 22, 2026 SEC
BMO Capital initiates MA at Outperform — PT $605 (+21%)
ANALYST-UPGRADE — Impact 3/10
Apr 28, 2026 Congress
Michael McCaul buy
$1,001 - $15,000 — House
Apr 27, 2026 Congress
Michael McCaul sell
$1,001 - $15,000 — House
Apr 22, 2026 SEC
BMO Capital initiates MA at Outperform with $605 PT — +18% upside
ANALYST-UPGRADE — Impact 4/10
Mar 1, 2026 Insider
Kramer Jill was granted 1,860 shares
Chief Mktg & Comms Officer
Mar 1, 2026 Insider
SACHIN J. MEHRA was granted 4,504 shares
Chief Financial Officer

Price Targets

$644.89 +31.6% upside Strong Buy
Current $489.98 Low $550.00 Median $657.50 High $735.00 36 analysts
$550.00 $735.00

Analyst Ratings

Strong Buy90% buy · 51 analysts
13Strong Buy
33Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Loop Capital MAINTAIN Buy → Buy
May 12, 2026 Truist Securities MAINTAIN Buy → Buy
May 1, 2026 Macquarie MAINTAIN Outperform → Outperform
May 1, 2026 UBS MAINTAIN Buy → Buy
May 1, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.76 $4.61 — $4.85 15% YoY 28
Next Q $5.11 $5.00 — $5.21 17% YoY 27
Current FY $19.66 $19.46 — $19.93 16% YoY 37
Next FY $22.78 $21.95 — $23.29 16% YoY 37

Top Institutional Holders

FundValueMove
BlackRock, Inc.$33.5B
Mastercard Foundation Asset Management$32.6B
VANGUARD CAPITAL MANAGEMENT LLC$26.2B
STATE STREET CORP$18.2B
FMR LLC$12.1B

Recent Insider Trades

DateInsiderTypeValue
Mar 1, 2026Kramer JillA$0.00
Mar 1, 2026SACHIN J.A$0.00
Mar 1, 2026Vosburg CraigF$925.5K
Mar 1, 2026SACHIN J.A$0.00
Mar 1, 2026Lambert JornA$0.00

Reddit Sentiment

61°
Warm
Bearish Neutral Bullish
32 mentions 20 bullish 12 bearish

Congressional Trades

5 members: 8 buys, 2 sells
MemberPartyTypeAmount
Michael McCaulRBUY$1,001 - $15,000
Michael McCaulRSELL$1,001 - $15,000
Michael McCaulRBUY$1,001 - $15,000
50 institutional holders with $229.1B total value (458,153,454 shares) as of 2026-Q1. Top holders: BlackRock,, Mastercard, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.67,011,988$33.5B14.6%
2Mastercard Foundation Asset Management Corp65,234,702$32.6B14.2%
3VANGUARD CAPITAL MANAGEMENT LLC52,337,454$26.2B11.4%
4STATE STREET CORP36,478,022$18.2B8.0%
5FMR LLC24,263,911$12.1B5.3%
6VANGUARD PORTFOLIO MANAGEMENT LLC19,434,544$9.7B4.2%
7MORGAN STANLEY15,162,577$7.6B3.3%
8Capital Research Global Investors13,884,582$6.9B3.0%ADD +28.7%
9WELLINGTON MANAGEMENT GROUP LLP13,001,582$6.5B2.8%
10Capital International Investors10,680,967$5.3B2.3%TRIM -40.5%
11Nuveen, LLC8,232,789$4.1B1.8%
12GOLDMAN SACHS GROUP INC7,656,360$3.8B1.7%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,003,161$3.0B1.3%
14Legal & General Group Plc5,884,139$2.9B1.3%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,521,696$2.8B1.2%
16FRANKLIN RESOURCES INC5,474,411$2.7B1.2%
17Invesco Ltd.5,285,968$2.6B1.2%
18JENNISON ASSOCIATES LLC5,123,041$2.6B1.1%
19BANK OF AMERICA CORP /DE/5,090,085$2.5B1.1%
20ROYAL BANK OF CANADA4,910,774$2.5B1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsADD10,791,97613,884,582+28.7%$6.9B2026-Q1
Capital International InvestorsTRIM17,964,65810,680,967-40.5%$5.3B2026-Q1
Soroban Capital Partners LPADD1,889,0872,464,499+30.5%$1.2B2026-Q1
Sanders Capital, LLCADD1,548,5882,360,429+52.4%$1.2B2026-Q1
POLEN CAPITAL MANAGEMENT LLCTRIM2,131,7271,541,388-27.7%$770.2M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDOUBLED644,0501,318,219+104.7%$658.7M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCDOUBLED2,433950,785+38978.7%$475.1M2026-Q1
ING GROEP NVTRIM1,284,699940,022-26.8%$469.7M2026-Q1
FIFTH THIRD BANCORPADD693,163871,642+25.7%$435.5M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD453,882864,125+90.4%$431.8M2026-Q1
Holocene Advisors, LPDOUBLED277,334805,176+190.3%$402.3M2026-Q1
BROWN BROTHERS HARRIMAN & COTRIM990,199724,865-26.8%$362.2M2026-Q1
EAGLE CAPITAL MANAGEMENT LLCNEW624,540$312.1M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD320,894573,464+78.7%$286.5M2026-Q1
CIBC WORLD MARKET INC.ADD434,553551,370+26.9%$275.5M2026-Q1
Alecta Tjanstepension OmsesidigtDOUBLED114,600540,360+371.5%$270.0M2026-Q1
FARALLON CAPITAL MANAGEMENT LLCDOUBLED172,671435,071+152.0%$217.4M2026-Q1
M&T BANK CORPDOUBLED16,378390,438+2283.9%$195.1M2026-Q1
Sustainable Growth Advisers, LPNEW376,414$188.1M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD228,070368,812+61.7%$184.3M2026-Q1
TORONTO DOMINION BANKTRIM492,507338,960-31.2%$169.4M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED102,949326,288+216.9%$160.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED18,306311,268+1600.4%$155.5M2026-Q1
Swiss Life Asset Management LtdADD241,856327,791+35.5%$148.0M2026-Q1
Tredje AP-fondenTRIM375,210279,161-25.6%$139.5M2026-Q1
14 unique insiders with 30 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 1, 2026Kramer JillChief Mktg & Comms OfficerAWARD1,860
Mar 1, 2026SACHIN J. MEHRAChief Financial OfficerAWARD4,504
Mar 1, 2026Vosburg CraigChief Services OfficerTAX W/H1,805$512.76$925.5K
Mar 1, 2026SACHIN J. MEHRAChief Financial OfficerAWARD13,978
Mar 1, 2026Lambert JornChief Product OfficerAWARD6,078
Mar 1, 2026Ling HaiPresident, AP, Europe, MEATAX W/H645$512.76$330.7K
Mar 1, 2026Ling HaiPresident, AP, Europe, MEAAWARD7,293
Mar 1, 2026Muigai Susan W.Chief People OfficerTAX W/H822$512.76$421.5K
Mar 1, 2026Kirkpatrick Linda PistecchiaPresident, AmericasTAX W/H1,083$512.76$555.3K
Mar 1, 2026Miebach MichaelPresident & CEOTAX W/H4,651$512.76$2.4M
Mar 1, 2026Miebach MichaelPresident & CEOAWARD35,856
Mar 1, 2026Verma Richard R.Chief Administrative OfficerAWARD6,078
Mar 1, 2026Huntsman Jon M JrV Chair & Pres Strategic GrwthAWARD6,199
Mar 1, 2026Arkell Sandra AControllerTAX W/H184$512.76$94.3K
Mar 1, 2026Arkell Sandra AControllerAWARD441
Mar 1, 2026Arkell Sandra AControllerAWARD547
Mar 1, 2026Verma Richard R.Chief Administrative OfficerTAX W/H219$512.76$112.3K
Mar 1, 2026Vosburg CraigChief Services OfficerAWARD12,155
Mar 1, 2026Huntsman Jon M JrV Chair & Pres Strategic GrwthTAX W/H652$512.76$334.3K
Mar 1, 2026SACHIN J. MEHRAChief Financial OfficerTAX W/H1,852$512.76$949.6K
Mar 1, 2026Kramer JillChief Mktg & Comms OfficerAWARD5,774
Mar 1, 2026Lambert JornChief Product OfficerTAX W/H284$512.76$145.6K
Mar 1, 2026Muigai Susan W.Chief People OfficerAWARD4,558
Mar 1, 2026Kirkpatrick Linda PistecchiaPresident, AmericasAWARD7,293
Mar 1, 2026Seshadri RajChief Commercial Pmts OfficerAWARD7,172
Mar 1, 2026Seshadri RajChief Commercial Pmts OfficerTAX W/H1,072$512.76$549.7K
Mar 1, 2026McLaughlin Edward GrundePresident & CTO, MA TechTAX W/H975$512.76$499.9K
Mar 1, 2026McLaughlin Edward GrundePresident & CTO, MA TechAWARD7,597
Feb 5, 2026Qureshi RimaDirectorGIFT12,083
Feb 5, 2026Qureshi RimaDirectorGIFT12,083

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

Current analyst consensus: Strong Buy (90% buy). Based on 51 analysts: 13 strong buy, 33 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$644.89 mean target +31.6% upside Strong Buy (1.31)
$550.00 Low $735.00 High
MetricValue
Current Price$489.98
Target Low$550.00
Target Mean$644.89
Target Median$657.50
Target High$735.00
# Analysts36
RecommendationStrong Buy (1.31)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.76 $4.61 $4.85 14.7% -0.0% 0↑ 23↓ $9.1B 11.5% 28
Next Q
2026-09-30
$5.11 $5.00 $5.21 16.8% -0.0% 4↑ 18↓ $9.7B 12.3% 27
Current FY
2026-12-31
$19.66 $19.46 $19.93 15.6% +0.1% 20↑ 10↓ $37.1B 13.1% 37
Next FY
2027-12-31
$22.78 $21.95 $23.29 15.9% +0.1% 2↑ 2↓ $41.7B 12.5% 37

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.761
7d ago$4.764-0.003
30d ago$4.763-0.002
60d ago$4.852-0.090
90d ago$4.848-0.087
18 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Loop Capital MAINTAIN Buy Buy
May 12, 2026 Truist Securities MAINTAIN Buy Buy
May 1, 2026 Macquarie MAINTAIN Outperform Outperform
May 1, 2026 UBS MAINTAIN Buy Buy
May 1, 2026 RBC Capital MAINTAIN Outperform Outperform
May 1, 2026 Susquehanna MAINTAIN Positive Positive
Apr 24, 2026 Truist Securities MAINTAIN Buy Buy
Apr 22, 2026 BMO Capital INITIATE Outperform Outperform
Apr 14, 2026 Citigroup MAINTAIN Buy Buy
Apr 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 31, 2026 Loop Capital INITIATE Buy
Mar 31, 2026 UBS MAINTAIN Buy Buy
Mar 13, 2026 Tigress Financial MAINTAIN Strong Buy Strong Buy
Feb 13, 2026 Freedom Broker UPGRADE Hold Buy
Jan 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 30, 2026 TD Cowen MAINTAIN Buy Buy
Jan 30, 2026 Macquarie MAINTAIN Outperform Outperform
Jan 30, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 30, 2026 RBC Capital REITERATE Outperform Outperform
Jan 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 30, 2026 Raymond James MAINTAIN Outperform Outperform
Jan 27, 2026 Cantor Fitzgerald INITIATE Overweight
Jan 13, 2026 Compass Point UPGRADE Neutral Buy
Dec 24, 2025 Freedom Broker MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026133350090%
May 1, 2026133250090%
Apr 1, 2026133050090%
Mar 1, 2026142970086%
Feb 1, 2026142790082%
Jan 1, 20261326100080%
Dec 1, 20251325110078%
Nov 1, 20251225110077%
Strong BuyBuyHoldSellStrong Sell
5 members of Congress traded this stock: 8 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 28, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Mastercard IncMay 11, 2026 (14d)
Apr 27, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Mastercard IncMay 11, 2026 (15d)
Apr 17, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Mastercard IncMay 11, 2026 (25d)
Apr 13, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Mastercard IncMay 13, 2026 (31d)
Apr 1, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Mastercard IncMay 11, 2026 (41d)
Mar 28, 2026Shelley Moore CapitoRSENATEBUY$1,001 - $15,000Mastercard IncApr 12, 2026 (16d)
Mar 17, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Mastercard IncApr 10, 2026 (25d)
Mar 2, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Mastercard IncApr 10, 2026 (40d)
Feb 23, 2026Sheldon WhitehouseDSENATESELL$1,001 - $15,000Mastercard IncMar 6, 2026 (12d)
Dec 29, 2025Markwayne MullinRSENATEBUY$50,001 - $100,000Mastercard IncJan 16, 2026 (19d)
61°
Warm
Bearish Neutral Bullish
32 mentions 20 bullish 12 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 8, 2026160° Warm101
Jun 1, 2026160° Warm101
Jun 1, 2026160° Warm101
May 28, 2026160° Warm101
May 28, 2026160° Warm101
May 27, 2026140° Cool011
May 26, 2026140° Cool011
May 26, 2026233° Cool022
May 26, 2026233° Cool022
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 10, 2026160° Warm101
May 10, 2026160° Warm101
May 5, 2026140° Cool011
May 5, 2026140° Cool011
May 2, 2026160° Warm101
May 2, 2026160° Warm101
Apr 23, 2026160° Warm101
Apr 23, 2026160° Warm101
Apr 13, 2026160° Warm101
Apr 13, 2026160° Warm101
Apr 8, 2026140° Cool011
Apr 8, 2026140° Cool011
Apr 6, 2026140° Cool011
Apr 6, 2026140° Cool011
Apr 3, 2026160° Warm101
Apr 3, 2026160° Warm101
Apr 3, 2026160° Warm101
Apr 1, 2026160° Warm101
Apr 1, 2026160° Warm101
Jul 29, 2026
earnings_calendar
MA Q2 2026 Earnings Before Market Open — 2026-07-29
EPS est: $4.99 | Rev est: $9.4B
May 18, 2026
dark_pool
Dark Pool: MA — 3.8M shares, 116,526 trades
Week starting 2026-05-18. Total ATS volume: 3,832,106 shares across 116,526 trades.
May 11, 2026
dark_pool
Dark Pool: MA — 4.1M shares, 115,768 trades
Week starting 2026-05-11. Total ATS volume: 4,057,985 shares across 115,768 trades.
May 4, 2026
dark_pool
Dark Pool: MA — 6.6M shares, 154,558 trades
Week starting 2026-05-04. Total ATS volume: 6,618,556 shares across 154,558 trades.
Apr 30, 2026
earnings_calendar
MA Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: MA — 6.7M shares, 192,205 trades
Week starting 2026-04-27. Total ATS volume: 6,716,787 shares across 192,205 trades.
Apr 23, 2026
earnings_calendar
MA Q1 2026 Earnings Before Market Open — 2026-04-23
EPS est: $4.52 | Rev est: $8.5B
Apr 22, 2026
short_interest
FTD: MA — 1,130 shares ($0.6M) failed to deliver
Settlement: 20260422, Price: $511.35, FTD Value: $577,825.5, MASTERCARD INCORPORATED CL A C
Apr 20, 2026
dark_pool
Dark Pool: MA — 3.7M shares, 105,367 trades
Week starting 2026-04-20. Total ATS volume: 3,665,744 shares across 105,367 trades.
Apr 20, 2026
short_interest
FTD: MA — 5,700 shares ($3.0M) failed to deliver
Settlement: 20260420, Price: $521.30, FTD Value: $2,971,410, MASTERCARD INCORPORATED CL A C
Apr 13, 2026
dark_pool
Dark Pool: MA — 4.1M shares, 125,315 trades
Week starting 2026-04-13. Total ATS volume: 4,149,508 shares across 125,315 trades.
Apr 10, 2026
short_interest
FTD: MA — 1,217 shares ($0.6M) failed to deliver
Settlement: 20260410, Price: $503.57, FTD Value: $612,844.69, MASTERCARD INCORPORATED CL A C
Apr 6, 2026
dark_pool
Dark Pool: MA — 4.0M shares, 122,286 trades
Week starting 2026-04-06. Total ATS volume: 3,964,281 shares across 122,286 trades.
Mar 30, 2026
dark_pool
Dark Pool: MA — 3.6M shares, 100,738 trades
Week starting 2026-03-30. Total ATS volume: 3,567,814 shares across 100,738 trades.
Mar 23, 2026
dark_pool
Dark Pool: MA — 3.8M shares, 122,420 trades
Week starting 2026-03-23. Total ATS volume: 3,799,248 shares across 122,420 trades.