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Pershing Square Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Pershing Square Q2 Earnings Call Highlights

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

How Investors Are Reacting To Fiserv (FISV) Weaker Guidance Amid Portfolio Shift And Activist Pressure
Simply Wall St.7d agoneutral
How Investors Are Reacting To Fiserv (FISV) Weaker Guidance Amid Portfolio Shift And Activist Pressure

In early August 2026, Fiserv reported second-quarter revenue of US$5,292 million and net income of US$627 million, both lower than the prior year, and cut its full-year 2026 guidance under newly installed leadership. At the same time, the company advanced a portfolio reshaping and partnership push, including a MoneyPass joint venture, a global collaboration with Mastercard, new client wins, and ongoing share repurchases, all under pressure from an activist investor calling for a broader...

Exec Edge9d agobullish
Corpay’s Price Target Raised by Brokers After Earnings Beat

By Jarrett Banks Corpay (NYSE: CPAY) delivered another strong quarter of double-digit organic revenue growth. But increasingly, investors are keyed into management’s capital allocation strategy as a top reason to own the stock. Several analyst notes pointed out that Corpay is evolving into one of the payments industry’s premier capital compounders. JPMorgan said investors should […] The post Corpay’s Price Target Raised by Brokers After Earnings Beat appeared first on ExecEdge.

Mastercard Q2 Earnings Call Highlights
MarketBeat15d agoneutral
Mastercard Q2 Earnings Call Highlights

Mastercard (NYSE:MA) reported second-quarter 2026 results that exceeded its expectations, supported by continued consumer and business spending, cross-border activity and demand for its value-added services. On a non-GAAP, currency-neutral basis, net revenue rose 12% year over year, adjusted net in

What Mastercard (MA)'s Potential Vocalink Sale and Earnings Momentum Means For Shareholders
Simply Wall St.19d agoneutral
What Mastercard (MA)'s Potential Vocalink Sale and Earnings Momentum Means For Shareholders

Earlier this month, reports indicated that Mastercard was exploring a majority stake sale of its UK payments subsidiary Vocalink to British banks, amid concerns about foreign ownership of critical UK retail payment infrastructure. At the same time, analyst forecasts pointing to higher quarterly earnings per share and revenue have highlighted how Mastercard’s core payments engine remains central to the investment story. Against this backdrop of potential Vocalink divestment and upbeat...