MasterCard Stock News

Mastercard has already produced outrageous returns for long-term investors. However, given the growth opportunities ahead, it can continue to do so for much longer.

PURCHASE, N.Y.--(BUSINESS WIRE)--The Mastercard (NYSE: MA) Board of Directors declared a quarterly cash dividend of 87 cents per share and approved a new share repurchase program.

I track a custom universe of 50 high-quality dividend growth stocks to identify timely, attractive investment opportunities based on valuation and forward return potential. 28 of these stocks currently offer estimated future returns of at least 10%, with 18 appearing potentially undervalued per my Free Cash Flow model. Top-ranked names like ResMed, Mastercard, and MSCI combine strong projected ...

ATLANTA--(BUSINESS WIRE)--Corpay, Inc. (NYSE: CPAY), the corporate payments company, today announced that it has completed Mastercard's (NYSE: MA) $300 million minority investment into Corpay's cross-border business. In April, Mastercard announced the $300 million investment at an approximately $13.0 billion enterprise valuation (inclusive of the recently closed Alpha Group PLC transaction) for...

Mastercard has underperformed the S&P 500 and Magnificent 7 YTD; yet, its forward price-to-earnings multiple has contracted 10–15%. Value Added Services segment is growing at 25% YoY, outpacing the Payment Network's 12% YoY growth. VAS revenue nearly doubled from $1.77B (Q1/22) to $3.42B (Q3/25), with growth accelerating from recent acquisitions.

Mastercard continues to deliver strong double-digit top- and bottom-line growth, posting its 20th consecutive double-beat quarter with rising margins. Despite strong fundamentals, the stock trades at a significant valuation premium (33x forward P/E), limiting near-term upside and supporting a consolidation outlook. GDV and revenue growth remain solid, especially in value-added services, but US ...

Mastercard's next dividend hike is just around the corner, which would extend its streak to 15 years. The company continues to execute with new partnerships and is cashing in on an $11 trillion consumer secular opportunity. Mastercard is a financially sound enterprise, with a net leverage ratio well below 1x.

Mastercard remains a high-quality compounder, delivering double-digit growth, ~60% operating margins, and robust free cash flow conversion above net income. MA's recent Q3 results highlight 17% revenue growth, strong cross-border and VAS momentum, and continued business diversification beyond the core card network. Despite premium valuation (FWD P/E ~33x), I maintain a Buy rating with a 12-mont...