Q1 Earnings Forecast for Mastercard Issued By Zacks Research

Key Points

• Zacks Research raised its Q1 2026 earnings per share estimate for Mastercard to $4.24, an increase from the previous forecast of $4.23, indicating positive outlook for the company's performance.
• Mastercard was upgraded to a "buy" rating by Wall Street Zen, with a consensus rating of "Moderate Buy" from 25 analysts, reflecting strong investor confidence in the stock.
• The latest earnings report indicated a 16.8% year-over-year revenue growth, with quarterly revenue at $8.13 billion, surpassing analyst expectations of $7.95 billion.

Mastercard Incorporated (NYSE:MA - Free Report) - Research analysts at Zacks Research lifted their Q1 2026 earnings per share (EPS) estimates for shares of Mastercard in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst D. Chatterjee now anticipates that the credit services provider will post earnings per share of $4.24 for the quarter, up from their prior estimate of $4.23. The consensus estimate for Mastercard's current full-year earnings is $15.91 per share. Zacks Research also issued estimates for Mastercard's Q4 2026 earnings at $4.92 EPS and Q2 2027 earnings at $5.50 EPS.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings results on Thursday, July 31st. The credit services provider reported $4.15 EPS for the quarter, topping analysts' consensus estimates of $4.05 by $0.10. The company had revenue of $8.13 billion during the quarter, compared to analyst estimates of $7.95 billion. Mastercard had a return on equity of 200.01% and a net margin of 44.93%.The company's quarterly revenue was up 16.8% compared to the same quarter last year. During the same period in the previous year, the company earned $3.50 earnings per share.

MA has been the subject of a number of other reports. Royal Bank Of Canada raised their price target on Mastercard from $650.00 to $656.00 and gave the company an "outperform" rating in a research note on Friday, August 1st. Macquarie reduced their price target on Mastercard from $645.00 to $610.00 and set an "outperform" rating on the stock in a research report on Friday, May 2nd. Truist Financial dropped their target price on Mastercard from $640.00 to $612.00 and set a "buy" rating on the stock in a report on Thursday, July 17th. Jefferies Financial Group restated a "buy" rating on shares of Mastercard in a report on Friday, June 6th. Finally, Morgan Stanley increased their price target on Mastercard from $639.00 to $661.00 and gave the company an "overweight" rating in a research report on Friday, August 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $617.93.

Mastercard Stock Down 0.5%

MA stock traded down $3.1340 during mid-day trading on Monday, reaching $589.5460. The company had a trading volume of 1,135,544 shares, compared to its average volume of 2,798,293. The company has a debt-to-equity ratio of 2.41, a current ratio of 1.16 and a quick ratio of 1.16. The stock has a 50 day simple moving average of $563.25 and a two-hundred day simple moving average of $555.28. The company has a market capitalization of $532.96 billion, a price-to-earnings ratio of 39.75, a PEG ratio of 2.40 and a beta of 1.03. Mastercard has a 52 week low of $461.90 and a 52 week high of $594.71.

Institutional Trading of Mastercard

Institutional investors have recently added to or reduced their stakes in the company. North Dallas Bank & Trust Co. purchased a new stake in shares of Mastercard in the 2nd quarter valued at approximately $361,000. Forefront Wealth Partners LLC lifted its stake in shares of Mastercard by 3.0% during the second quarter. Forefront Wealth Partners LLC now owns 1,568 shares of the credit services provider's stock valued at $826,000 after buying an additional 46 shares during the period. B. Riley Wealth Advisors Inc. acquired a new position in Mastercard during the second quarter worth approximately $7,420,000. Newbridge Financial Services Group Inc. increased its position in Mastercard by 290.2% during the second quarter. Newbridge Financial Services Group Inc. now owns 4,195 shares of the credit services provider's stock worth $2,357,000 after purchasing an additional 3,120 shares during the last quarter. Finally, Delos Wealth Advisors LLC acquired a new stake in shares of Mastercard in the second quarter worth $61,000. Institutional investors own 97.28% of the company's stock.

Insider Transactions at Mastercard

In related news, Director Julius Genachowski sold 312 shares of the stock in a transaction dated Monday, July 7th. The shares were sold at an average price of $570.67, for a total value of $178,049.04. Following the completion of the transaction, the director owned 8,469 shares of the company's stock, valued at approximately $4,833,004.23. This trade represents a 3.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Craig Vosburg sold 14,051 shares of the stock in a transaction dated Thursday, June 5th. The shares were sold at an average price of $585.05, for a total transaction of $8,220,537.55. Following the completion of the transaction, the insider directly owned 58,451 shares of the company's stock, valued at approximately $34,196,757.55. The trade was a 19.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 56,269 shares of company stock worth $30,634,699 in the last quarter. Company insiders own 0.09% of the company's stock.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 8th. Investors of record on Wednesday, July 9th were issued a $0.76 dividend. The ex-dividend date of this dividend was Wednesday, July 9th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 0.5%. Mastercard's dividend payout ratio (DPR) is presently 20.50%.

About Mastercard

Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. The company offers integrated products and value-added services for account holders, merchants, financial institutions, digital partners, businesses, governments, and other organizations, such as programs that enable issuers to provide consumers with credits to defer payments; payment products and solutions that allow its customers to access funds in deposit and other accounts; prepaid programs services; and commercial credit, debit, and prepaid payment products and solutions.