MA · 10-Q · 2026Q2 · Full report

Litigation and Legal Risk

Mastercard Inc · 2026-07-30 · Importance 40 · Surprise 42 · In source text

Mastercard recorded $82 million of litigation provisions in both the three and six months ended June 30, 2026, including a legal provision related to ATM non-discrimination rule surcharge complaints. The amount also reflected a change in estimate for claims by merchants that opted out of the U.S. merchant class litigation and provisions for other legal matters. The company recorded $247 million of litigation provisions in the first six months of 2025, so the 2026 provision declined 67% year over year, while legal settlements also reduced operating cash flow.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-0.9%Recorded litigation charges of $82 million in the three and six months ended June 30, 2026 ($59 million after tax, or $0.07 per diluted…
net_incomenegativerealized-0.6%Recorded litigation charges of $82 million in the three and six months ended June 30, 2026 ($59 million after tax, or $0.07 per diluted…
operating_incomepositiverealizedProvision for litigation decreased by 67% in the six months ended June 30, 2026 versus comparable period in 2025 (provision for litigation…