MA Earnings
Thursday, Apr 30 2026
EPS Estimate
$4.42
$4.27 – $4.50
Revenue Estimate
$8.3B
Current Price
$511.35
Our Position
neutralMastercard valuation falls amid legal settlements
est. revisions stable
(+0.5pp / 30d)
Lower valuation amid robust earnings growth and legal resolutions suggests near-term risk is priced in, while strong cash flow underpins long-term financial health despite persistent insider selling.
Watch: Watch resolution of the remaining GrubHub-led litigation by September 14 trial to clarify ongoing legal risk and impact on earnings.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.9%
P/E Ratio
31.5
Est. Revisions (30d)
+0.4% 6up/0dn
Analyst Target (mean)
$655 $550–$735 +28%
Options P/C Ratio
0.86
Est. Dispersion
5% 28 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Bridgewater, Renaissance
Recent Activity
insider trades
141 transactions
Award
·
SESHADRI RAJEEV (Officer)
·10,813 shares
Award
·
MCLAUGHLIN EDWARD GRUNDE (President)
·12,754 shares
Award
·
SACHIN J. MEHRA (Chief Financial Officer)
·22,648 shares
Award
·
MIEBACH MICHAEL (Chief Executive Officer)
·53,710 shares
Award
·
KIRKPATRICK LINDA PISTECCHIA (Officer)
·11,101 shares
136 more
Award
·
MUIGAI SUSAN W
·1,469 shr
Award
·
LING HAI
·9,607 shr
Award
·
LAMBERT JORN
·6,991 shr
Award
·
KRAMER JILL
·1,860 shr
Award
·
HUNTSMAN JON M JR
·1,997 shr
Award
·
ARKELL SANDRA A
·923 shr
Award
·
VOSBURG CRAIG
·17,730 shr
Award
·
VERMA RICHARD R
·1,958 shr
Sell
·
LING HAI
·8,971 shr
·$4,478,315
Exercise
·
LING HAI
·8,971 shr
·$808,287
Other
·
QURESHI RIMA
·12,083 shr
Award
·
KRAMER JILL
·9,276 shr
Other
·
MCLAUGHLIN EDWARD GRUNDE
·3,630 shr
Other
·
GENACHOWSKI JULIUS
·45 shr
Sell
·
SACHIN J. MEHRA
·17,263 shr
·$10,202,458
Exercise
·
SACHIN J. MEHRA
·17,263 shr
·$5,319,348
Sell
·
LING HAI
·4,485 shr
·$2,691,000
Exercise
·
LING HAI
·4,485 shr
·$404,098
Sell
·
SACHIN J. MEHRA
·17,816 shr
·$10,456,016
Exercise
·
SACHIN J. MEHRA
·17,816 shr
·$4,258,915
Sell
·
SACHIN J. MEHRA
·6,758 shr
·$3,828,164
Sell
·
GENACHOWSKI JULIUS
·312 shr
·$178,049
Sell
·
KIRKPATRICK LINDA PISTECCHIA
·958 shr
·$536,480
Sell
·
SESHADRI RAJEEV
·1,100 shr
·$601,447
Award
·
MOON YOUNGME E
·458 shr
Award
·
GENACHOWSKI JULIUS
·458 shr
Sell
·
GENACHOWSKI JULIUS
·310 shr
·$173,910
Award
·
TALWAR HARIT
·458 shr
Award
·
JANOW MERIT E
·615 shr
Award
·
DAVIS RICHARD K
·458 shr
Award
·
SULZBERGER GABRIELLE
·458 shr
Award
·
BRACHER CANDIDO
·458 shr
Award
·
QURESHI RIMA
·458 shr
Award
·
MATSUMOTO OKI
·458 shr
Award
·
UGGLA LANCE DARRELL GORDON
·458 shr
Award
·
GOH CHOON PHONG
·458 shr
Sell
·
SESHADRI RAJEEV
·949 shr
·$508,474
Sell
·
VOSBURG CRAIG
·9,428 shr
·$5,024,841
Exercise
·
VOSBURG CRAIG
·9,428 shr
·$2,142,513
Sell
·
SESHADRI RAJEEV
·3,132 shr
·$1,759,494
Sell
·
KIRKPATRICK LINDA PISTECCHIA
·959 shr
·$549,373
Sell
·
VOSBURG CRAIG
·9,428 shr
·$5,545,364
Sell
·
VOSBURG CRAIG
·14,051 shr
·$8,220,594
Sell
·
ARKELL SANDRA A
·378 shr
·$218,223
Sell
·
ARKELL SANDRA A
·450 shr
·$257,535
Award
·
VERMA RICHARD R
·1,664 shr
Award
·
MUIGAI SUSAN W
·5,126 shr
Sell
·
MIEBACH MICHAEL
·15,775 shr
·$8,678,717
Sell
·
MCLAUGHLIN EDWARD GRUNDE
·7,132 shr
·$3,813,338
Exercise
·
MCLAUGHLIN EDWARD GRUNDE
·7,132 shr
·$1,237,331
Sell
·
MIEBACH MICHAEL
·17,664 shr
·$9,781,694
Exercise
·
MIEBACH MICHAEL
·11,952 shr
·$2,073,552
Sell
·
VOSBURG CRAIG
·11,002 shr
·$6,118,671
Exercise
·
VOSBURG CRAIG
·11,002 shr
·$1,908,737
Award
·
SESHADRI RAJEEV
·8,009 shr
Award
·
MCLAUGHLIN EDWARD GRUNDE
·11,332 shr
Award
·
SACHIN J. MEHRA
·19,504 shr
Award
·
MADABHUSHI VENKATA RAJAMANNAR
·10,262 shr
Award
·
MIEBACH MICHAEL
·44,835 shr
Award
·
KIRKPATRICK LINDA PISTECCHIA
·10,692 shr
Award
·
LING HAI
·5,982 shr
Award
·
LAMBERT JORN
·5,540 shr
Award
·
HUNTSMAN JON M JR
·1,718 shr
Award
·
MURPHY TIMOTHY H
·14,291 shr
Award
·
ARKELL SANDRA A
·938 shr
Award
·
VOSBURG CRAIG
·15,805 shr
Sell
·
VOSBURG CRAIG
·11,003 shr
·$6,191,557
Exercise
·
VOSBURG CRAIG
·11,003 shr
·$1,908,910
Sell
·
MCLAUGHLIN EDWARD GRUNDE
·10,942 shr
·$6,182,128
Exercise
·
MCLAUGHLIN EDWARD GRUNDE
·5,908 shr
·$663,527
Sell
·
MIEBACH MICHAEL
·18,000 shr
·$10,169,095
Exercise
·
MIEBACH MICHAEL
·18,000 shr
·$3,122,820
Sell
·
VOSBURG CRAIG
·14,103 shr
·$7,968,215
Other
·
GENACHOWSKI JULIUS
·180 shr
Other
·
MURPHY TIMOTHY H
·715 shr
Sell
·
SACHIN J. MEHRA
·4,716 shr
·$2,360,075
Exercise
·
SACHIN J. MEHRA
·4,716 shr
·$1,071,711
Sell
·
MADABHUSHI VENKATA RAJAMANNAR
·4,686 shr
·$2,300,967
Exercise
·
MADABHUSHI VENKATA RAJAMANNAR
·2,598 shr
·$915,696
Sell
·
MADABHUSHI VENKATA RAJAMANNAR
·4,685 shr
·$2,294,981
Exercise
·
MADABHUSHI VENKATA RAJAMANNAR
·2,598 shr
·$894,959
Sell
·
ARKELL SANDRA A
·1,100 shr
·$550,000
Exercise
·
ARKELL SANDRA A
·1,100 shr
·$249,975
Sell
·
MADABHUSHI VENKATA RAJAMANNAR
·4,685 shr
·$2,310,174
Exercise
·
MADABHUSHI VENKATA RAJAMANNAR
·2,598 shr
·$897,280
Sell
·
ARKELL SANDRA A
·1,100 shr
·$528,000
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·90,000 shr
·$42,192,414
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·90,000 shr
·$42,032,160
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·95,000 shr
·$44,436,792
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·109,000 shr
·$50,951,897
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·119,000 shr
·$55,746,764
Sell
·
SACHIN J. MEHRA
·6,724 shr
·$3,160,280
Exercise
·
SACHIN J. MEHRA
·6,724 shr
·$1,166,547
Sell
·
LING HAI
·2,892 shr
·$1,359,240
Exercise
·
LING HAI
·2,892 shr
·$260,656
Sell
·
SACHIN J. MEHRA
·13,439 shr
·$6,114,745
Exercise
·
SACHIN J. MEHRA
·5,776 shr
·$648,703
Sell
·
LING HAI
·2,892 shr
·$1,346,110
Sell
·
ARKELL SANDRA A
·1,100 shr
·$512,006
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·138,000 shr
·$62,540,855
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·136,000 shr
·$62,031,626
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·131,000 shr
·$60,189,666
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·115,000 shr
·$52,025,126
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·111,000 shr
·$50,068,925
Sell
·
VOSBURG CRAIG
·9,028 shr
·$4,072,170
Exercise
·
VOSBURG CRAIG
·9,028 shr
·$1,013,935
Award
·
MOON YOUNGME E
·545 shr
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·108,000 shr
·$48,493,004
Award
·
GENACHOWSKI JULIUS
·545 shr
Award
·
TALWAR HARIT
·545 shr
Award
·
JANOW MERIT E
·739 shr
Award
·
DAVIS RICHARD K
·545 shr
Award
·
SULZBERGER GABRIELLE
·545 shr
Award
·
BRACHER CANDIDO
·545 shr
Award
·
QURESHI RIMA
·545 shr
Award
·
MATSUMOTO OKI
·545 shr
Award
·
UGGLA LANCE DARRELL GORDON
·545 shr
Award
·
GOH CHOON PHONG
·545 shr
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·107,000 shr
·$47,719,518
Sell
·
MURPHY TIMOTHY H
·5,242 shr
·$2,339,199
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·116,000 shr
·$51,461,463
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·112,000 shr
·$49,507,136
Sell
·
SESHADRI RAJEEV
·6,922 shr
·$3,112,570
Exercise
·
SESHADRI RAJEEV
·6,922 shr
·$1,386,800
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·108,000 shr
·$48,070,044
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·112,000 shr
·$50,073,520
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·113,000 shr
·$50,606,948
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·115,000 shr
·$51,822,208
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·114,000 shr
·$51,101,800
Sell
·
SESHADRI RAJEEV
·8,368 shr
·$3,714,813
Exercise
·
SESHADRI RAJEEV
·6,921 shr
·$1,386,573
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·115,000 shr
·$51,187,305
Sell
·
VOSBURG CRAIG
·9,028 shr
·$4,038,044
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·111,000 shr
·$49,184,333
Sell
·
MASTERCARD FOUNDATION ASSET MANAGEMENT CORPORATION
·110,000 shr
·$48,556,882
Sell
·
MURPHY TIMOTHY H
·5,241 shr
·$2,314,280
analyst ratings
1 rating
Citigroup
→Buy
7d ago
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