Mastercard (MA) reported third-quarter 2026 net revenue of $9.8 billion, up 14% from a year earlier. GAAP net income rose 18% to $4.6 billion, while diluted earnings per share increased 22% to $5.28.
The company reported local-currency growth of 7% in gross dollar volume, 11% in cross-border volume and 9% in switched transactions.
- GAAP net revenue was $9.807 billion, compared with $8.602 billion in the prior-year quarter.
- GAAP net income was $4.628 billion; basic EPS was $5.29 and diluted EPS was $5.28.
- Operating income increased to $5.862 billion from $5.061 billion, and operating margin was 59.8%.
- Mastercard repurchased 5.3 million shares for $3.0 billion and paid $763 million in dividends during the quarter.
- Customers had issued 3.8 billion Mastercard and Maestro-branded cards as of September 30, 2026.
$MA Insider Trading Activity
$MA insiders have traded $MA stock on the open market 49 times in the past 6 months. Of those trades, 0 have been purchases and 49 have been sales.
Here’s a breakdown of recent trading of $MA stock by insiders over the last 6 months:
- MICHAEL MIEBACH (President & CEO) has made 0 purchases and 3 sales selling 48,628 shares for an estimated $27,922,523.
- EDWARD GRUNDE MCLAUGHLIN (President & CTO, MA Tech) has made 0 purchases and 8 sales selling 19,800 shares for an estimated $10,590,347.
- J. MEHRA SACHIN (Chief Business Officer) has made 0 purchases and 18 sales selling 11,444 shares for an estimated $6,583,804.
- LINDA PISTECCHIA KIRKPATRICK (Chief Services Officer) has made 0 purchases and 10 sales selling 6,394 shares for an estimated $3,661,953.
- RAJ SESHADRI (Chief Commercial Pmts Officer) has made 0 purchases and 2 sales selling 6,805 shares for an estimated $3,581,976.
- HAI LING (Chief Financial Officer) sold 4,317 shares for an estimated $2,676,540
- JULIUS GENACHOWSKI has made 0 purchases and 3 sales selling 741 shares for an estimated $435,417.
- 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 1,625 institutional investors add shares of $MA stock to their portfolio, and 1,659 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 28,228,027 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,497,914,667
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,408,865 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,291,593,064
- MASTERCARD FOUNDATION ASSET MANAGEMENT CORP removed 2,906,800 shares (-4.8%) from their portfolio in Q3 2026, for an estimated $1,603,012,996
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,258,265 shares (-16.3%) from their portfolio in Q2 2026, for an estimated $1,159,844,904
- PERSHING SQUARE INC. added 2,124,646 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,091,218,185
- EAGLE CAPITAL MANAGEMENT LLC added 2,057,830 shares (+329.5%) to their portfolio in Q2 2026, for an estimated $1,056,901,488
- D. E. SHAW & CO., INC. added 1,665,907 shares (+518.3%) to their portfolio in Q2 2026, for an estimated $855,609,835
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MA stock by members of Congress over the last 6 months:
- REPRESENTATIVE PETE SESSIONS sold up to $50,000 on 10/02.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 06/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/05.
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.
