Mastercard Q1 revenue beats on payment network growth

MasterCard

30/04/2026 13:12

Overview

Global payments network's Q1 revenue grew 16%, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company repurchased 7.8 mln shares during Q1

Outlook

Mastercard did not provide specific guidance or forecasts for the current quarter or full year in its press release

Result Drivers

PAYMENT NETWORK GROWTH - Co said Q1 revenue growth was driven by increases in gross dollar volume, cross-border volume, and switched transactions

VALUE-ADDED SERVICES - Co said value-added services and solutions revenue grew 22%, driven by security solutions, authentication, business insights, and pricing

HIGHER OPERATING EXPENSES - Co said operating expenses rose 13% due to higher general and administrative costs, including a restructuring charge

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$8.40 bln
$8.25 bln (27 Analysts)
Q1 Adjusted EPS
Beat
$4.60
$4.40 (29 Analysts)
Q1 EPS
$4.35


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 38 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Mastercard Inc is $660.00, about 25.7% above its April 29 closing price of $525.23

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 30 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)