Mastercard Incorporated Stock Price, News & Analysis

Mastercard (NYSE:MA) reported preliminary Mastercard SpendingPulse data showing U.S. retail sales excluding automotive rose 3.9% year-over-year for Nov 1–Dec 21, 2025. Mastercard said e-commerce sales surged +7.4% while in-store sales grew +2.9%. Key category moves: apparel +7.8% (online apparel +8.5%, in-store apparel +7.0%), jewelry +1.6%, and restaurant spending +5.2%. Mastercard noted omnichannel shopping and AI-driven personalization as drivers of consumer behavior and retail convenience during the holiday season.

Mastercard (NYSE: MA) and Fiserv (NASDAQ: FISV) announced an expanded partnership on December 22, 2025 to advance agentic commerce for merchants.

Fiserv will integrate Mastercard’s Secure Card on File as a network token requestor and adopt the Mastercard Agent Pay Acceptance Framework, combining tokenization, strong authentication, fraud prevention, and governance to enable AI agents to transact on behalf of customers. The collaboration aims to simplify merchant participation, protect customer relationships, and unlock new revenue opportunities while emphasizing security, interoperability, and programmable payments.

Mastercard (NYSE: MA) announced a quarterly cash dividend of $0.87 per share, a 14% increase from $0.76. The dividend is payable on February 9, 2026 to holders of record as of January 9, 2026. The Board also approved a new $14 billion share repurchase program for Class A common stock, which will become effective after the completion of the company’s previously announced $12 billion program (December 2024). As of December 5, 2025, approximately $4.2 billion remained under the currently approved repurchase authorization.

Corpay (NYSE: CPAY) announced completion of Mastercard (NYSE: MA) making a $300 million minority investment in Corpay’s cross-border business at an approximately $13.0 billion enterprise valuation, representing about a 2.3% equity stake. Corpay and Mastercard also signed a commercial partnership to offer Corpay cross-border services to Mastercard’s financial institution customers and expand use of Mastercard Move for real-time transactions. Corpay expects Corporate Payments 2026 revenue to surpass $2 billion and represent over 40% of company revenues. Goldman Sachs served as Corpay’s exclusive financial advisor and Jones Day acted as legal counsel.

Mastercard (NYSE: MA) reported preliminary Mastercard SpendingPulse data for Black Friday, November 28, 2025: U.S. retail sales excluding autos rose +4.1% YoY, driven by a +10.4% jump in e-commerce and +1.7% in-store growth. Apparel led categories (+5.7% overall; online +6.1%, in-store +5.4%), while restaurants grew +4.5% and jewelry +2.75%. Regional strength included New England, Midwest, and Southeast. Mastercard highlighted rising fraud risks as online shopping expands, citing delivery and counterfeit experience rates among consumers.

Mastercard (NYSE:MA) released a regional cybersecurity survey for Latin America and the Caribbean on Nov 26, 2025 showing strong digital adoption alongside rising fraud concerns. Consumers report high usage of debit cards 89%, credit cards 84%, real-time transfers 79%, and digital wallets 74%. Trust in banks 89% and payment networks like Mastercard 82% remains high, even as 47% cite fraud and scams as their top digital-transaction frustration and 43% flag AI-driven fraud (deepfakes, voice cloning) as an emerging threat. Mastercard noted a $11 billion cybersecurity investment over five years and introduced Mastercard Threat Intelligence to detect and respond to threats at scale.

Exabeam (NYSE:MA) and Recorded Future announced an expanded technology partnership on November 18, 2025 to integrate Recorded Future Intelligence into the Exabeam New-Scale Security Operations Platform.

The integration enriches security events with real-time threat intelligence, including Risk Scores, triggered Risk Rules, evidence details, and prebuilt response playbooks to accelerate detection, investigation, and automated response. Key capabilities include automated threat enrichment, accelerated investigations with enriched timelines and dynamic scoring, and prebuilt containment playbooks. The joint solution is available today as an integration to the Exabeam New-Scale Platform.

Mastercard (NYSE: MA) will participate in three investor conferences in November–December 2025 with live audio webcasts and 30‑day replays available at investor.mastercard.com.

Schedule: CEO Michael Miebach presents at the KBW Fintech Payments Conference in New York on Nov 12, 2025 at 1:55 PM ET (≈40 minutes); CFO Sachin Mehra presents at Citi’s 14th Annual FinTech Conference in New York on Nov 19, 2025 at 10:30 AM ET (≈35 minutes); Chief Services Officer Craig Vosburg presents at the UBS Global Technology and AI Conference in Scottsdale on Dec 2, 2025 at 10:15 AM ET (≈30 minutes).

Mastercard (NYSE: MA) announced its third quarter 2025 financial results are available on the company Investor Relations website and will be furnished to the SEC on a Form 8-K.

The company is hosting a conference call at 9:00 a.m. ET on October 30, 2025 to discuss results. Dial-in numbers and a conference ID are provided, and a replay will be available for 30 days. The webcast recording and all related materials can be accessed at investor.mastercard.com.