Senator's Disclosure Ignites Buzz: Social media lit up with reactions to Senator Shelley Moore Capito's recent disclosure of a spousal purchase in Mastercard shares. Traders interpreted the move as bullish amid debates over payment fees and competition bills. Positioning alongside financial peers like Visa fueled speculation on sector rotation.
Valuation Dip Draws Buyers: Participants noted Mastercard's forward P/E hitting multi-year lows despite accelerating fundamentals. Discussions highlighted projected EPS growth and historical multiples suggesting rebound potential. Quality names like Mastercard emerged as tax-loss harvesting alternatives heading into year-end.
Fundamentals Bolster Optimism: Conversations praised the company's high ROIC, dividend CAGR, and digital payments moat. Oversold signals and mean-reversion setups added to the appeal for long-term holders. Overall tone reflected confidence in Mastercard's compounding trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Mastercard Insider Trading Activity
Mastercard insiders have traded $MA stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $MA stock by insiders over the last 6 months:
- HAI LING (President, AP, Europe, MEA) has made 0 purchases and 23 sales selling 8,971 shares for an estimated $4,478,314.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Mastercard Revenue
Mastercard had revenues of $8.8B in Q4 2025. This is an increase of 17.59% from the same period in the prior year.
You can track MA financials on Quiver Quantitative's MA stock page.
Mastercard Congressional Stock Trading
Members of Congress have traded $MA stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MA stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 03/28.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 02/23.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Mastercard Hedge Fund Activity
We have seen 1,510 institutional investors add shares of Mastercard stock to their portfolio, and 1,572 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 72,461,743 shares (+53535.0%) to their portfolio in Q4 2025, for an estimated $41,366,959,843
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 19,945,136 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $11,386,279,239
- CARDANO RISK MANAGEMENT B.V. added 3,648,748 shares (+861.6%) to their portfolio in Q4 2025, for an estimated $2,082,997,258
- BLACKROCK, INC. removed 1,857,641 shares (-2.6%) from their portfolio in Q4 2025, for an estimated $1,060,490,094
- FMR LLC removed 1,690,265 shares (-6.3%) from their portfolio in Q4 2025, for an estimated $964,938,483
- CAPITAL WORLD INVESTORS removed 1,476,057 shares (-30.6%) from their portfolio in Q4 2025, for an estimated $842,651,420
- WELLINGTON MANAGEMENT GROUP LLP added 1,196,471 shares (+9.7%) to their portfolio in Q4 2025, for an estimated $683,041,364
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Mastercard Analyst Ratings
Wall Street analysts have issued reports on $MA in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- JP Morgan issued a "Overweight" rating on 01/30/2026
- HSBC issued a "Buy" rating on 12/08/2025
- Tigress Financial issued a "Strong Buy" rating on 11/06/2025
- UBS issued a "Buy" rating on 10/31/2025
- Macquarie issued a "Outperform" rating on 10/31/2025
- RBC Capital issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for Mastercard, check out Quiver Quantitative's $MA forecast page.
Mastercard Price Targets
Multiple analysts have issued price targets for $MA recently. We have seen 18 analysts offer price targets for $MA in the last 6 months, with a median target of $655.5.
Here are some recent targets:
- Adam Frisch from Evercore ISI Group set a target price of $550.0 on 04/01/2026
- Timothy Chiodo from UBS set a target price of $650.0 on 03/31/2026
- Dominick Gabriele from Loop Capital set a target price of $631.0 on 03/31/2026
- Ivan Feinseth from Tigress Financial set a target price of $735.0 on 03/13/2026
- John Davis from Raymond James set a target price of $631.0 on 01/30/2026
- Jason Kupferberg from Wells Fargo set a target price of $668.0 on 01/30/2026
- Paul Golding from Macquarie set a target price of $675.0 on 01/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
