$MA — X 투자자들은 지금 무슨 이야기를 하나

$MA마스터카드 · Financial - Credit Services · 4824억 달러

$553.08

프리마켓+0.6%

이벤트 흐름

주요 이벤트 · 시간순

28건

2026-09-29기업
마스터카드, 주당 87센트 분기 배당 선언
이사회가 분기 현금 배당을 승인하며 주주환원 정책을 이어감
첫날 -0.8% · 현재까지 -2.4%
2026-09-29제품호재
마스터카드, AI 기반 B2B 결제 분석 도구 출시
새 도구는 은행이 카드 수납 가능성이 높은 공급업체를 식별하도록 도와 기업카드 기회를 확대
첫날 -0.8% · 현재까지 -2.4%

이전 이벤트 26건

2026-09-23제품호재
Mastercard's SoFi Stablecoin Settlement Goes Live, Covering $25B Card Program영어 원문
Partnership now operational, signaling shift in payment settlement infrastructure
첫날 +0.7% · 5일 후 -1.5%
전개 과정 3회
- 2026-09-23 SoFiUSD enters Mastercard's payment network, marking first large-scale stablecoin use in mainstream payment infrastructure
- 2026-09-23 Stablecoin settlement moves to live large-scale use, potentially opening more bank partnerships
- 2026-09-23 Partnership now operational, signaling shift in payment settlement infrastructure
2026-09-17기업호재
Mastercard Targets Small-Business Demand to Expand Value-Added Services영어 원문
Multiple outlets highlight its SMB strategy, contrasting with Visa on growth potential
첫날 -0.4% · 5일 후 +0.1%
2026-09-15기업
Mastercard Dreamonomics Report: Small Businesses Prioritize Stability영어 원문
68% prioritize stability, 89% want digital tools, 71% cyber protection, highlighting service demand
첫날 -0.2% · 5일 후 -3.0%
2026-09-14기업
Mastercard CFO Outlines Growth Strategy with Stablecoins and VAS영어 원문
New CFO Ling Hai details capital allocation focusing on sales, acquisitions, infrastructure
첫날 +0.9% · 5일 후 -1.2%
2026-09-10기업
Mastercard, Ant International, Visa Collaborate on AI Agent Trust Framework영어 원문
Tripartite KYA interoperability initiative aims to scale agentic commerce, shaping payment network evolution.
첫날 -0.4% · 5일 후 +0.1%
2026-09-10기업호재
Mastercard Projects Over 6 Billion Digital Wallet Users by 2030영어 원문
Company forecast highlights digital wallet growth potential as future transaction driver.
첫날 -0.4% · 5일 후 +0.1%
2026-08-29M&A·자금조달호재
Bill Ackman's Pershing Square Builds Mastercard Stake in Q2, ~$1.1B Each in Visa, Mastercard, S&P Global영어 원문
Ackman's ~$1.1B Mastercard purchase alongside Visa and S&P Global signals a major bet on payments and data infrastructure.
첫날 -1.0% · 5일 후 -3.1%
2026-08-26기업
Mastercard Nears $600, Hits Record High Then Slips영어 원문
Stock slipped to $597.535 after record; analysts cite growth and valuation
첫날 -0.2% · 5일 후 -1.7%
2026-08-25M&A·자금조달악재
Multiple Institutions Reduce Mastercard Holdings영어 원문
Aberdeen Group cut 1.6%, BOCHK cut 40%, Diversified Enterprises cut 11.4%
첫날 -0.1% · 5일 후 -3.0%
2026-08-23 → 08-25규제호재
Trump's June disclosure shows Mastercard buys, stock hits 52-week high영어 원문
Trump's accounts bought MA, stock at 52-week high, raising attention
첫날 +3.3% · 5일 후 -1.8%
전개 과정 2회
- 2026-08-23 Presidential filing lists MA among June buys, multiple sources confirm
- 2026-08-25 Trump's accounts bought MA, stock at 52-week high, raising attention
2026-08-14M&A·자금조달호재
Ackman's Pershing Square Builds New Position in Mastercard영어 원문
Multiple independent sources confirm Pershing Square's new purchase of Mastercard
첫날 +0.4% · 5일 후 +2.0%
전개 과정 2회
- 2026-08-14 Bill Ackman disclosed six new holdings including Mastercard, drawing market attention
- 2026-08-14 Multiple independent sources confirm Pershing Square's new purchase of Mastercard
2026-08-05내부자 매도악재
내부자 매도 1060만 달러 (내부자 2명)
첫날 -0.1% · 5일 후 -1.9%
2026-07-30 → 08-03기업
Citi & Mastercard Expand Curated Table for Fall 2026영어 원문
Enhanced AAdvantage Executive card with premium travel benefits
첫날 +2.5% · 5일 후 -0.2%
전개 과정 2회
- 2026-07-30 Premium dining series for Citi Strata Elite cardmembers expands to Fall 2026
- 2026-08-03 Enhanced AAdvantage Executive card with premium travel benefits
2026-08-03M&A·자금조달호재
Mastercard Completes BVNK Acquisition to Boost Stablecoin Capabilities영어 원문
Deal closed, expanding crypto infrastructure for interoperable payments
첫날 -0.4% · 5일 후 -1.4%
2026-07-30 → 08-01실적호재
Mastercard Q2 Beats, Cross-Border Volume Up 12%영어 원문
CEO cites strong VAS/solutions growth engine, benefiting from security, data, and AI tailwinds
첫날 +2.5% · 5일 후 -0.2%
전개 과정 3회
- 2026-07-30 Net revenue $9.3B, adj EPS $5.04, beating in 39 of last 40 quarters
- 2026-07-31 Multiple sources report Q2 beat, analysts boost forecasts, but stock dips early.
- 2026-08-01 CEO cites strong VAS/solutions growth engine, benefiting from security, data, and AI tailwinds
2026-07-308-K 공시
8-K: 실적 공시
첫날 +2.5% · 5일 후 -0.2%
2026-07-30실적
실적 발표영어 원문
Q2 2026 net revenue up 12%, adjusted net income up 16%, and value-added services net revenue up 18% year-over-year on a currency-neutral basis.
첫날 +2.5% · 5일 후 -0.2%
2026-07-25 → 07-30실적
Mastercard Earnings Due Next Week, Multiple Sources Flag영어 원문
Multiple sources confirm earnings timing; analysts have updated forecasts
첫날 +2.2% · 5일 후 +3.5%
전개 과정 4회
- 2026-07-25 Multiple independent sources list MA in next week's earnings calendar, raising market attention
- 2026-07-26 Multiple independent sources confirm Mastercard's earnings release next week, increasing market attention.
- 2026-07-27 Ahead of earnings week, multiple sources highlight global consumer read and market expectations
- 2026-07-30 Multiple sources confirm earnings timing; analysts have updated forecasts
2026-07-23제품호재
Mastercard Enhances Virtual Card Platform, Expands into Creator Economy Payments영어 원문
Adds security controls, single API access, embedded payments; partners with Manifest Finance on creator debit card
첫날 -0.3% · 5일 후 +8.9%
2026-07-20 → 07-22M&A·자금조달
Multiple Institutions Adjust Mastercard Holdings in Q1영어 원문
ABN Amro cut 3.5%, Andra AP grew 10.7%, continuing institutional adjustments
첫날 +0.7% · 5일 후 +0.8%
전개 과정 3회
- 2026-07-20 AIA raised stake 64%, Catalyst cut 67.8%, Dimensional added 1%, showing divergence
- 2026-07-21 Andra AP fonden raised stake 10.7%, Dimensional increased 1%, continuing the tracked institutional position changes.
- 2026-07-22 ABN Amro cut 3.5%, Andra AP grew 10.7%, continuing institutional adjustments
2026-07-20제품호재
Lithic and Mastercard Partner on SMB Loan Spend영어 원문
Partnership focuses on making SMB loans ready to spend, consistent with prior event, no new facts.
첫날 +0.7% · 5일 후 +0.8%
전개 과정 2회
- 2026-07-20 Partnership enables instant spend of loan funds for SMBs, improving capital efficiency
- 2026-07-20 Partnership focuses on making SMB loans ready to spend, consistent with prior event, no new facts.
2026-07-13 → 07-16M&A·자금조달
Mastercard weighs sale of majority stake in UK payments business Vocalink영어 원문
CFO says H2 will be better, but no new facts, just repetition, absorbed.
첫날 +2.1% · 5일 후 +1.8%
전개 과정 3회
- 2026-07-13 Per FT report, Mastercard considers selling 51% of Vocalink back to UK banks for ~£400M, signaling portfolio restructuring.
- 2026-07-13 Per FT, Mastercard is considering selling a majority stake in Vocalink back to UK banks, valuing the stake at ~£400M, signaling strategic shift in UK retail payments.
- 2026-07-16 CFO says H2 will be better, but no new facts, just repetition, absorbed.
2026-07-15내부자 매도악재
내부자 매도 1070만 달러 (내부자 2명)
첫날 -0.5% · 5일 후 -0.6%
2026-07-15제품호재
Mastercard Launches Digital Wallet Software Tools영어 원문
New tools help firms build wallets on iOS/Android and add contactless payments, expanding product offerings.
첫날 -0.5% · 5일 후 -0.6%
2026-07-01내부자 매도악재
내부자 매도 1000만 달러 (내부자 2명)
첫날 +1.7% · 5일 후 +0.1%
2026-06-088-K 공시
8-K: 기타 주요 사항
첫날 -1.1% · 5일 후 +1.0%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

28건

2026-09-29기업
마스터카드, 주당 87센트 분기 배당 선언
이사회가 분기 현금 배당을 승인하며 주주환원 정책을 이어감
첫날 -0.8% · 현재까지 -2.4%
2026-09-29제품호재
마스터카드, AI 기반 B2B 결제 분석 도구 출시
새 도구는 은행이 카드 수납 가능성이 높은 공급업체를 식별하도록 도와 기업카드 기회를 확대
첫날 -0.8% · 현재까지 -2.4%
2026-09-23제품호재
Mastercard's SoFi Stablecoin Settlement Goes Live, Covering $25B Card Program영어 원문
Partnership now operational, signaling shift in payment settlement infrastructure
첫날 +0.7% · 5일 후 -1.5%
전개 과정 3회
- 2026-09-23 SoFiUSD enters Mastercard's payment network, marking first large-scale stablecoin use in mainstream payment infrastructure
- 2026-09-23 Stablecoin settlement moves to live large-scale use, potentially opening more bank partnerships
- 2026-09-23 Partnership now operational, signaling shift in payment settlement infrastructure
2026-09-17기업호재
Mastercard Targets Small-Business Demand to Expand Value-Added Services영어 원문
Multiple outlets highlight its SMB strategy, contrasting with Visa on growth potential
첫날 -0.4% · 5일 후 +0.1%
2026-09-15기업
Mastercard Dreamonomics Report: Small Businesses Prioritize Stability영어 원문
68% prioritize stability, 89% want digital tools, 71% cyber protection, highlighting service demand
첫날 -0.2% · 5일 후 -3.0%

이전 이벤트 23건

2026-09-14기업
Mastercard CFO Outlines Growth Strategy with Stablecoins and VAS영어 원문
New CFO Ling Hai details capital allocation focusing on sales, acquisitions, infrastructure
첫날 +0.9% · 5일 후 -1.2%
2026-09-10기업
Mastercard, Ant International, Visa Collaborate on AI Agent Trust Framework영어 원문
Tripartite KYA interoperability initiative aims to scale agentic commerce, shaping payment network evolution.
첫날 -0.4% · 5일 후 +0.1%
2026-09-10기업호재
Mastercard Projects Over 6 Billion Digital Wallet Users by 2030영어 원문
Company forecast highlights digital wallet growth potential as future transaction driver.
첫날 -0.4% · 5일 후 +0.1%
2026-08-29M&A·자금조달호재
Bill Ackman's Pershing Square Builds Mastercard Stake in Q2, ~$1.1B Each in Visa, Mastercard, S&P Global영어 원문
Ackman's ~$1.1B Mastercard purchase alongside Visa and S&P Global signals a major bet on payments and data infrastructure.
첫날 -1.0% · 5일 후 -3.1%
2026-08-26기업
Mastercard Nears $600, Hits Record High Then Slips영어 원문
Stock slipped to $597.535 after record; analysts cite growth and valuation
첫날 -0.2% · 5일 후 -1.7%
2026-08-25M&A·자금조달악재
Multiple Institutions Reduce Mastercard Holdings영어 원문
Aberdeen Group cut 1.6%, BOCHK cut 40%, Diversified Enterprises cut 11.4%
첫날 -0.1% · 5일 후 -3.0%
2026-08-23 → 08-25규제호재
Trump's June disclosure shows Mastercard buys, stock hits 52-week high영어 원문
Trump's accounts bought MA, stock at 52-week high, raising attention
첫날 +3.3% · 5일 후 -1.8%
전개 과정 2회
- 2026-08-23 Presidential filing lists MA among June buys, multiple sources confirm
- 2026-08-25 Trump's accounts bought MA, stock at 52-week high, raising attention
2026-08-14M&A·자금조달호재
Ackman's Pershing Square Builds New Position in Mastercard영어 원문
Multiple independent sources confirm Pershing Square's new purchase of Mastercard
첫날 +0.4% · 5일 후 +2.0%
전개 과정 2회
- 2026-08-14 Bill Ackman disclosed six new holdings including Mastercard, drawing market attention
- 2026-08-14 Multiple independent sources confirm Pershing Square's new purchase of Mastercard
2026-08-05내부자 매도악재
내부자 매도 1060만 달러 (내부자 2명)
첫날 -0.1% · 5일 후 -1.9%
2026-07-30 → 08-03기업
Citi & Mastercard Expand Curated Table for Fall 2026영어 원문
Enhanced AAdvantage Executive card with premium travel benefits
첫날 +2.5% · 5일 후 -0.2%
전개 과정 2회
- 2026-07-30 Premium dining series for Citi Strata Elite cardmembers expands to Fall 2026
- 2026-08-03 Enhanced AAdvantage Executive card with premium travel benefits
2026-08-03M&A·자금조달호재
Mastercard Completes BVNK Acquisition to Boost Stablecoin Capabilities영어 원문
Deal closed, expanding crypto infrastructure for interoperable payments
첫날 -0.4% · 5일 후 -1.4%
2026-07-30 → 08-01실적호재
Mastercard Q2 Beats, Cross-Border Volume Up 12%영어 원문
CEO cites strong VAS/solutions growth engine, benefiting from security, data, and AI tailwinds
첫날 +2.5% · 5일 후 -0.2%
전개 과정 3회
- 2026-07-30 Net revenue $9.3B, adj EPS $5.04, beating in 39 of last 40 quarters
- 2026-07-31 Multiple sources report Q2 beat, analysts boost forecasts, but stock dips early.
- 2026-08-01 CEO cites strong VAS/solutions growth engine, benefiting from security, data, and AI tailwinds
2026-07-308-K 공시
8-K: 실적 공시
첫날 +2.5% · 5일 후 -0.2%
2026-07-30실적
실적 발표영어 원문
Q2 2026 net revenue up 12%, adjusted net income up 16%, and value-added services net revenue up 18% year-over-year on a currency-neutral basis.
첫날 +2.5% · 5일 후 -0.2%
2026-07-25 → 07-30실적
Mastercard Earnings Due Next Week, Multiple Sources Flag영어 원문
Multiple sources confirm earnings timing; analysts have updated forecasts
첫날 +2.2% · 5일 후 +3.5%
전개 과정 4회
- 2026-07-25 Multiple independent sources list MA in next week's earnings calendar, raising market attention
- 2026-07-26 Multiple independent sources confirm Mastercard's earnings release next week, increasing market attention.
- 2026-07-27 Ahead of earnings week, multiple sources highlight global consumer read and market expectations
- 2026-07-30 Multiple sources confirm earnings timing; analysts have updated forecasts
2026-07-23제품호재
Mastercard Enhances Virtual Card Platform, Expands into Creator Economy Payments영어 원문
Adds security controls, single API access, embedded payments; partners with Manifest Finance on creator debit card
첫날 -0.3% · 5일 후 +8.9%
2026-07-20 → 07-22M&A·자금조달
Multiple Institutions Adjust Mastercard Holdings in Q1영어 원문
ABN Amro cut 3.5%, Andra AP grew 10.7%, continuing institutional adjustments
첫날 +0.7% · 5일 후 +0.8%
전개 과정 3회
- 2026-07-20 AIA raised stake 64%, Catalyst cut 67.8%, Dimensional added 1%, showing divergence
- 2026-07-21 Andra AP fonden raised stake 10.7%, Dimensional increased 1%, continuing the tracked institutional position changes.
- 2026-07-22 ABN Amro cut 3.5%, Andra AP grew 10.7%, continuing institutional adjustments
2026-07-20제품호재
Lithic and Mastercard Partner on SMB Loan Spend영어 원문
Partnership focuses on making SMB loans ready to spend, consistent with prior event, no new facts.
첫날 +0.7% · 5일 후 +0.8%
전개 과정 2회
- 2026-07-20 Partnership enables instant spend of loan funds for SMBs, improving capital efficiency
- 2026-07-20 Partnership focuses on making SMB loans ready to spend, consistent with prior event, no new facts.
2026-07-13 → 07-16M&A·자금조달
Mastercard weighs sale of majority stake in UK payments business Vocalink영어 원문
CFO says H2 will be better, but no new facts, just repetition, absorbed.
첫날 +2.1% · 5일 후 +1.8%
전개 과정 3회
- 2026-07-13 Per FT report, Mastercard considers selling 51% of Vocalink back to UK banks for ~£400M, signaling portfolio restructuring.
- 2026-07-13 Per FT, Mastercard is considering selling a majority stake in Vocalink back to UK banks, valuing the stake at ~£400M, signaling strategic shift in UK retail payments.
- 2026-07-16 CFO says H2 will be better, but no new facts, just repetition, absorbed.
2026-07-15내부자 매도악재
내부자 매도 1070만 달러 (내부자 2명)
첫날 -0.5% · 5일 후 -0.6%
2026-07-15제품호재
Mastercard Launches Digital Wallet Software Tools영어 원문
New tools help firms build wallets on iOS/Android and add contactless payments, expanding product offerings.
첫날 -0.5% · 5일 후 -0.6%
2026-07-01내부자 매도악재
내부자 매도 1000만 달러 (내부자 2명)
첫날 +1.7% · 5일 후 +0.1%
2026-06-088-K 공시
8-K: 기타 주요 사항
첫날 -1.1% · 5일 후 +1.0%

$MA (마스터카드) — X 투자자 토론

5팩터 평가: 상위 등급 (섹터 내 백분위 72.5)

최근 토론 이슈

$MA 종목을 가장 많이 언급한 신뢰 작성자

$MA 종목이 등장한 최근 헤드라인

$MA (마스터카드) — X 투자자 토론

5팩터 평가: 상위 등급 (섹터 내 백분위 72.5)

최근 토론 이슈

$MA 종목을 가장 많이 언급한 신뢰 작성자

$MA 종목이 등장한 최근 헤드라인

마스터카드, 주당 87센트 분기 배당 선언

마스터카드, AI 기반 B2B 결제 분석 도구 출시

Mastercard's SoFi Stablecoin Settlement Goes Live, Covering $25B Card Program영어 원문

Mastercard Targets Small-Business Demand to Expand Value-Added Services영어 원문

Mastercard Dreamonomics Report: Small Businesses Prioritize Stability영어 원문

Mastercard CFO Outlines Growth Strategy with Stablecoins and VAS영어 원문

Mastercard, Ant International, Visa Collaborate on AI Agent Trust Framework영어 원문

Mastercard Projects Over 6 Billion Digital Wallet Users by 2030영어 원문

Bill Ackman's Pershing Square Builds Mastercard Stake in Q2, ~$1.1B Each in Visa, Mastercard, S&P Global영어 원문

Mastercard Nears $600, Hits Record High Then Slips영어 원문

Multiple Institutions Reduce Mastercard Holdings영어 원문

Trump's June disclosure shows Mastercard buys, stock hits 52-week high영어 원문

Ackman's Pershing Square Builds New Position in Mastercard영어 원문

내부자 매도 1060만 달러 (내부자 2명)

Citi & Mastercard Expand Curated Table for Fall 2026영어 원문

Mastercard Completes BVNK Acquisition to Boost Stablecoin Capabilities영어 원문

Mastercard Q2 Beats, Cross-Border Volume Up 12%영어 원문

8-K: 실적 공시

실적 발표영어 원문

Mastercard Earnings Due Next Week, Multiple Sources Flag영어 원문

Mastercard Enhances Virtual Card Platform, Expands into Creator Economy Payments영어 원문

Multiple Institutions Adjust Mastercard Holdings in Q1영어 원문

Lithic and Mastercard Partner on SMB Loan Spend영어 원문

Mastercard weighs sale of majority stake in UK payments business Vocalink영어 원문

내부자 매도 1070만 달러 (내부자 2명)

Mastercard Launches Digital Wallet Software Tools영어 원문

내부자 매도 1000만 달러 (내부자 2명)

8-K: 기타 주요 사항