Mastercard (MA) reported second-quarter 2026 net revenue of $9.3 billion, up 14% from a year earlier, or 12% on a currency-neutral basis. Net income was $4.4 billion, and diluted earnings per share were $4.97.
The company said growth was driven by its payment network and value-added services and solutions. Gross dollar volume rose 8%, cross-border volume increased 12% and switched transactions grew 9% on a local-currency basis.
- Second-quarter net revenue was $9.277 billion, compared with $8.133 billion a year earlier.
- Net income was $4.388 billion, up 19% year over year.
- Diluted EPS was $4.97, up 22% from $4.07.
- Value-added services and solutions net revenue increased 20%, or 18% currency-neutral.
- Mastercard repurchased 9.8 million shares for $4.9 billion and paid $771 million in dividends during the quarter.
$MA Insider Trading Activity
$MA insiders have traded $MA stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $MA stock by insiders over the last 6 months:
- EDWARD GRUNDE MCLAUGHLIN (President & CTO, MA Tech) has made 0 purchases and 8 sales selling 19,800 shares for an estimated $10,590,347.
- HAI LING (President, AP, Europe, MEA) has made 0 purchases and 23 sales selling 8,971 shares for an estimated $4,478,314.
- RAJ SESHADRI (Chief Commercial Pmts Officer) has made 0 purchases and 2 sales selling 6,805 shares for an estimated $3,581,976.
- SANDRA A ARKELL (Controller) has made 0 purchases and 4 sales selling 744 shares for an estimated $401,760.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MA Hedge Fund Activity
We have seen 1,400 institutional investors add shares of $MA stock to their portfolio, and 1,719 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 72,478,493 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $35,708,703,931
- CAPITAL INTERNATIONAL INVESTORS removed 7,283,691 shares (-40.5%) from their portfolio in Q1 2026, for an estimated $3,588,528,881
- MASTERCARD FOUNDATION ASSET MANAGEMENT CORP removed 4,886,928 shares (-7.5%) from their portfolio in Q2 2026, for an estimated $2,509,926,220
- BERKSHIRE HATHAWAY INC removed 3,986,648 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,964,141,736
- CAPITAL RESEARCH GLOBAL INVESTORS added 3,092,606 shares (+28.7%) to their portfolio in Q1 2026, for an estimated $1,523,665,124
- GOLDMAN SACHS GROUP INC added 1,769,213 shares (+30.1%) to their portfolio in Q1 2026, for an estimated $871,655,860
- BLACKROCK, INC. removed 1,292,212 shares (-1.9%) from their portfolio in Q1 2026, for an estimated $636,647,008
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MA Congressional Stock Trading
Members of Congress have traded $MA stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MA stock by members of Congress over the last 6 months:
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 06/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/05.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 03/28.
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 02/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
