MA
Mastercard Incorporated · Financial Services · Credit Services
$612.00
+1.45% today · +6.64% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Analyst target raises behind the outperformance
- MA +1.45% on the last session vs SPY −0.29%: +1.7 pts of stock-specific move.
- Aftermath, 52-week high ($612.00 today so far, above its 52-week closing high of $604.80): After its 15 new 52-week highs in the past 5 years, MA was higher a day later 9 times out of 15; half the outcomes fell between -0.1% and +0.6%. History, not a forecast.
- 4 Reddit mentions in the past 24 hours, 83% positive over the week · today's pace is 1.9× its recent daily average.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Baird maintained Outperform, raised target $660 → $710.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 9 sells · 4 insiders
sales: 0 unplanned, 9 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈+$18K
4 buys · 4 sells · 6 members
Fund moves · 3 months
≈+$639.5M
1 buy · 0 sells · 1 investor
Held by funds · now
≈$655.1M
2 investors · largest: Fundsmith
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 12, 2026 | Julius Genachowski | Director | Sell | 10b5-1 plan | 741 | $587.61 | $435.4K | Oct 13 |
| Oct 1, 2026 | Michael Miebach | CEO | Tax | tax withholding | 530 | $551.66 | $292.4K | Oct 5 |
| Oct 1, 2026 | J. Mehra Sachin | Chief Business Officer | Tax | tax withholding | 207 | $551.66 | $114.2K | Oct 5 |
| Oct 1, 2026 | Edward Grunde McLaughlin | CTO | Tax | tax withholding | 99 | $551.66 | $54.6K | Oct 5 |
| Oct 1, 2026 | Hai Ling | CFO | Tax | tax withholding | 88 | $551.66 | $48.5K | Oct 5 |
| Oct 1, 2026 | Jon M Jr Huntsman | Chair | Tax | tax withholding | 178 | $551.66 | $98.2K | Oct 5 |
| Sep 2, 2026 | J. Mehra Sachin | Chief Business Officer | Sell | 10b5-1 plan | 3,266 | $584.00 | $1.9M | Sep 3 |
| Aug 31, 2026 | Linda Pistecchia Kirkpatrick | Chief Services Officer | Sell | 10b5-1 plan | 923 | $593.54 | $547.8K | Sep 1 |
| Aug 20, 2026 | J. Mehra Sachin | Chief Business Officer | Sell | 10b5-1 plan | 8,444 | $576.53 | $4.9M | Aug 20 |
| Aug 17, 2026 | Linda Pistecchia Kirkpatrick | Chief Services Officer | Sell | 10b5-1 plan | 1,191 | $565.24 | $673.2K | Aug 18 |
| Aug 5, 2026 | Michael Miebach | CEO | Sell | 10b5-1 plan | 15,372 | $575.00 | $8.8M | Aug 6 |
| Aug 5, 2026 | J. Mehra Sachin | Chief Business Officer | Sell | 10b5-1 plan | 3,000 | $571.87 | $1.7M | Aug 6 |
| Aug 4, 2026 | Linda Pistecchia Kirkpatrick | Chief Services Officer | Sell | 10b5-1 plan | 4,280 | $570.31 | $2.4M | Aug 5 |
| Aug 3, 2026 | Michael Miebach | CEO | Sell | 10b5-1 plan | 33,256 | $573.84 | $19.1M | Aug 4 |
| Jul 15, 2026 | Sandra A Arkell | Controller | Sell | 10b5-1 plan | 344 | $540.00 | $185.8K | Jul 15 |
| Jul 15, 2026 | Edward Grunde McLaughlin | CTO | Sell | 10b5-1 plan | 19,800 | $534.87 | $10.6M | Jul 15 |
| Jul 7, 2026 | Sandra A Arkell | Controller | Sell | 10b5-1 plan | 400 | $540.00 | $216K | Jul 8 |
| Jul 2, 2026 | Raj Seshadri | Chief Commercial Pmts Of | Sell | 10b5-1 plan | 6,805 | $526.37 | $3.6M | Jul 2 |
| Jul 1, 2026 | Edward Grunde McLaughlin | CTO | Sell | 10b5-1 plan | 14,260 | $525.19 | $7.5M | Jul 2 |
| Jun 21, 2026 | Oki Matsumoto | Director | Tax | tax withholding | 98 | $492.45 | $48.3K | Jun 23 |
| Jun 16, 2026 | Rima Qureshi | Director | Tax | tax withholding | 1,641 | $495.51 | $813.1K | Jun 18 |
| Mar 1, 2026 | Michael Miebach | CEO | Tax | tax withholding | 22,262 | $512.76 | $11.4M | Mar 3 |
| Mar 1, 2026 | Craig Vosburg | Chief Services Officer | Tax | tax withholding | 8,458 | $512.76 | $4.3M | Mar 3 |
| Mar 1, 2026 | Susan W. Muigai | Chief People Officer | Tax | tax withholding | 822 | $512.76 | $421.5K | Mar 3 |
| Mar 1, 2026 | Jon M Jr Huntsman | Chair | Tax | tax withholding | 652 | $512.76 | $334.3K | Mar 3 |
| Mar 1, 2026 | Richard R. Verma | Chief Administrative Off | Tax | tax withholding | 219 | $512.76 | $112.3K | Mar 3 |
| Mar 1, 2026 | Hai Ling | President | Tax | tax withholding | 2,120 | $512.76 | $1.1M | Mar 3 |
| Mar 1, 2026 | Raj Seshadri | Chief Commercial Pmts Of | Tax | tax withholding | 4,255 | $512.76 | $2.2M | Mar 3 |
| Mar 1, 2026 | Linda Pistecchia Kirkpatrick | President | Tax | tax withholding | 5,317 | $512.76 | $2.7M | Mar 3 |
| Mar 1, 2026 | Edward Grunde McLaughlin | CTO | Tax | tax withholding | 4,824 | $512.76 | $2.5M | Mar 3 |
| Mar 1, 2026 | Jorn Lambert | Chief Product Officer | Tax | tax withholding | 2,177 | $512.76 | $1.1M | Mar 3 |
| Mar 1, 2026 | Sandra A Arkell | Controller | Tax | tax withholding | 367 | $512.76 | $188.2K | Mar 3 |
| Mar 1, 2026 | J. Mehra Sachin | CFO | Tax | tax withholding | 9,644 | $512.76 | $4.9M | Mar 3 |
| Feb 24, 2026 | Hai Ling | President | Sell | 10b5-1 plan | 8,971 | $499.20 | $4.5M | Feb 25 |
| Dec 5, 2025 | Jorn Lambert | Chief Product Officer | Tax | tax withholding | 344 | $549.28 | $189K | Dec 8 |
| Oct 1, 2025 | Raj Seshadri | Chief Commercial Pmts Of | Tax | tax withholding | 222 | $570.24 | $126.6K | Oct 3 |
| Oct 1, 2025 | Hai Ling | President | Tax | tax withholding | 178 | $570.24 | $101.5K | Oct 3 |
| Oct 1, 2025 | J. Mehra Sachin | CFO | Tax | tax withholding | 362 | $570.24 | $206.4K | Oct 3 |
| Oct 1, 2025 | Venkata R Madabhushi | Chief Mktg & Comms Offic | Tax | tax withholding | 66 | $570.24 | $37.6K | Oct 3 |
| Oct 1, 2025 | Michael Miebach | CEO | Tax | tax withholding | 398 | $570.24 | $227K | Oct 3 |
| Oct 1, 2025 | Craig Vosburg | Chief Services Officer | Tax | tax withholding | 162 | $570.24 | $92.4K | Oct 3 |
| Oct 1, 2025 | Edward Grunde McLaughlin | CTO | Tax | tax withholding | 85 | $570.24 | $48.5K | Oct 3 |
| Sep 17, 2025 | Candido Bracher | Director | Tax | tax withholding | 76 | $593.16 | $45.1K | Sep 19 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jun 8, 2026 | Thomas H Tuberville | Senate | Sell | $15K–$50K | Jul 16 |
| Jun 5, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jul 2 |
| Mar 28, 2026 | Shelley M Capito | Senate | Buy | $1K–$15K | Apr 12 |
| Mar 27, 2026 | Alan Armstrong | Senate | Sell | $15K–$50K | Jul 21 |
| Feb 23, 2026 | Sheldon Whitehouse | Senate | Sell | $1K–$15K | Mar 6 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $50K–$100K | Jan 16 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Fundsmith (Terry Smith) | 1,245,051 | $639.5M | 4.7% | new | Q2 2026 |
| Soros Fund Management (George Soros) | 30,452 | $15.6M | 0.26% | — | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | New stake | 13F, Q2 2026 | 1,245,051 | $639.5M | 4.7% | Aug 14 |
| May 15, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q1 2026 | 30,452 | $15.2M | 0.3% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q1 2026 | 405,277 | $202.5M | 0.0% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | Sold out | 13F, Q1 2026 | 3,986,648 | $2.3B | May 15 | |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 240,358 | $136.7M | 0.8% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves