Morgan Stanley reiterated its "overweight" rating on Mastercard. The investment bank named the company a top pick in the payments sector for 2026.
This positive outlook stems from expectations of continued strength in cross-border transaction volume. Analysts also cite robust domestic consumer spending as a key factor.
The firm noted that U.S. GDP significantly contributes to Mastercard’s growth. Morgan Stanley anticipates cross-border spending will remain above pre-pandemic levels.
Mastercard’s upcoming ex-dividend date is January 9, 2026. Immediate reports did not detail a specific market reaction to the analyst rating.