- The trend backdrop is active with a 6-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
MA
NYSE
Week ended 11 Sep 2026
Weekly Investor Report
Mastercard Inc · Financial Services · Credit Services
Latest close
569.19 USD
-1.7%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 8.9% above the Trend Line and sits at 76.7% of its 52-week range. The latest completed week returned -1.7%, after a -0.0% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers. Options positioning is mixed with 37/100 conviction, while the latest news-sentiment score is 52/100. Near-term considerations: volume confirmation is below normal; earnings are due in 43d.
Setup score
53
out of 100
Latest Close
569.19 USD
11 Sep 2026
1W Return
-1.7%
latest completed week
4W Return
-0.0%
short-term follow-through
12W Return
16.4%
quarterly tape
Trend Breadth
23.1%
12 of 52 weeks active
Volume Ratio
0.6x
vs 13-week average
- 1 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-1.7%
Latest completed week; four-week move -0.0%.
Indicator stack
33/69
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 59.20%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Mixed
37/100 conviction; expected move 1.7%.
News sentiment
52/100
87 relevant articles in the latest sentiment read.
Event risk
43d
Next report is scheduled for 29 Oct 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 8.9% above the Trend Line and sits at 76.7% of its 52-week range. The latest completed week returned -1.7%, after a -0.0% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.6x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
14 Aug
21 Aug
28 Aug
4 Sep
11 Sep
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.7512-week average 0.33
12-week confirmation
Trend active6/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.75Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers11 reversal markers
No recent accumulation markers. 1 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -0.0% over four weeks, 16.4% over 12 weeks, and -1.5% over one year. The current trend has remained active for 6 consecutive weeks.
Performance by holding period
Active trend streak6 weeks
Active weeks in one year12
Trend breadth23.1%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure1.08Latest activity-pressure read.
Pressure change-11.3%Four-week change in activity pressure.
Leadership-2.74Latest relative-leadership reading.
RS change52.2%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers.
Factor week 11 Sep 2026
Financial statements through 30 Jun 2026
Field coverage 97%
Model confidence 97%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength18/100Blend of value, momentum, and quality. Underlying universe rank 83; rank 1 is best.
Value7/100Relative valuation strength. Underlying universe rank 94; rank 1 is best.
Quality96/100Profitability and accounting quality. Underlying universe rank 5; rank 1 is best.
Momentum25/100Medium-term price momentum. Underlying universe rank 76; rank 1 is best.
Growth87/100Revenue and earnings growth. Underlying universe rank 14; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 30.7x Price divided by trailing earnings.
- Price / sales
- 14.2x Market value relative to trailing revenue.
- EV / EBITDA
- 23.1x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 3.2% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 100.0% Gross profit retained from each unit of revenue.
- Operating margin
- 59.8% Operating profit retained from revenue.
- Free-cash-flow margin
- 46.9% Free cash flow generated from revenue.
- Return on invested capital
- 89.2% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 16.0% Latest one-year revenue growth.
- EPS growth
- 19.7% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 1.3% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 8/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 0.6% Cash dividends relative to market value.
- Buyback yield
- 3.1% Net share repurchases relative to market value.
- Shareholder yield
- 3.7% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 0.6x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningMixed
MA shows mixed options pressure with a 37/100 conviction score, put-call volume ratio of 1.41, expected move of 1.7%, and Sharemaestro trend signal active.
Conviction37/100
Expected move1.7%
Put/call volume1.41
Insider activity1 / 19
1 acquisitions and 19 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment52/100
Weighted news tone is neutral across 87 relevant articles.
22 positive · 58 neutral · 7 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings43dNext report is scheduled for 29 Oct 2026; event risk rises as the date approaches.
Options expected move1.7%Nearest-chain priced movement where available.
52-week drawdown-5.3%Distance below the 52-week high.
13-week volatility3.1%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
20 Mar
17 Apr
15 May
12 Jun
10 Jul
7 Aug
11 Sep
Weeks higher12 of 2614 weeks finished lower.
Best week+8.1%Week of 3 Jul.
Worst week-3.3%Week of 24 Apr.
Latest week-1.7%Week of 11 Sep.
Shape of recent returns
Strong gains3
Modest gains9
Flat weeks0
Modest losses14
Sharp losses0
Recent vol3.1%13-week weekly-return volatility.
Base vol2.8%52-week weekly-return volatility.
Up/down split25/27Count of positive and negative weeks in the 52-week window.
Average skew2.3% / -2.1%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Financial Services
4-week rank32 / 100
Group average-1.1%
Trend breadth83.0%
Trend83.0%active weekly trend signals
MD68.0%positive activity pressure
RS47.0%positive relative leadership
Four-week leaders
IndustryUS Credit Services
4-week rank16 / 52
Group average-6.1%
Trend breadth63.5%
Trend63.5%active weekly trend signals
MD44.2%positive activity pressure
RS30.8%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape51/100
Trend, activity pressure, participation, and risk combine to a 51/100 tape read.
Indicator analysis55/100Latest 12-week confirmation: trend 6/12, activity pressure 12/12, relative leadership 1/12.
Activity pressure 0.75; 1 reversal markers Next-Week ExpectancyPositive 59.20%Next-week expectancy is positive with a 59.20% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors36/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 15 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options59/100MA shows mixed options pressure with a 37/100 conviction score, put-call volume ratio of 1.41, expected move of 1.7%, and Sharemaestro trend signal active.
Mixed · Options-market disagreement · Expected move 1.7% Sentiment52/100Weighted news tone is neutral across 87 relevant articles.
Realizing the Dream: Mastercard Research Reveals How Canadian Small Businesses Are Redefining Growth Insiders1 / 191 acquisitions and 19 disposals in the latest 180-day insider tape.
Earnings43dNext report is scheduled for 29 Oct 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 11 Sep 2026 | 569.19 USD | -1.7% | 522.61 USD | 504.07 USD | 1.08 | -2.74 | 8.5M | On |
| 4 Sep 2026 | 579.21 USD | -2.7% | 520.89 USD | 503.04 USD | 1.22 | -2.14 | 12.8M | On |
| 28 Aug 2026 | 595.30 USD | 2.5% | 519.84 USD | 501.94 USD | 1.29 | 0.30 | 14.7M | On |
| 21 Aug 2026 | 580.63 USD | 2.0% | 517.93 USD | 500.75 USD | 1.33 | -2.09 | 14.8M | On |
| 14 Aug 2026 | 569.29 USD | 1.1% | 516.03 USD | 499.57 USD | 1.22 | -5.73 | 12.7M | On |
| 7 Aug 2026 | 562.95 USD | -1.8% | 515.01 USD | 498.39 USD | 1.27 | -6.81 | 15.2M | On |
| 31 Jul 2026 | 573.10 USD | 6.2% | 515.40 USD | 497.27 USD | 1.19 | -2.23 | 18.9M | Off |
| 24 Jul 2026 | 539.66 USD | -0.7% | 515.00 USD | 496.07 USD | 1.14 | -7.24 | 12.4M | Off |
| 17 Jul 2026 | 543.60 USD | 3.2% | 516.27 USD | 495.09 USD | 1.15 | -7.49 | 15.5M | Off |
| 10 Jul 2026 | 526.74 USD | -2.2% | 517.17 USD | 494.11 USD | 0.89 | -12.08 | 14.3M | Off |
| 3 Jul 2026 | 538.49 USD | 8.1% | 518.61 USD | 493.27 USD | 0.63 | -9.30 | 17.8M | Off |
| 26 Jun 2026 | 498.19 USD | 1.9% | 518.79 USD | 492.27 USD | 0.38 | -14.67 | 24.4M | Off |
| 19 Jun 2026 | 488.98 USD | -0.0% | 520.47 USD | 491.56 USD | 0.07 | -18.66 | 17.5M | Off |
| 12 Jun 2026 | 489.17 USD | -0.2% | 522.13 USD | 490.81 USD | -0.00 | -18.35 | 17.4M | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.