Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?
Covered in this story
What has happened since
- Mastercard is up 4.2% since this was published, 53 days ago.
- Netflix is down 15.9% since this was published, 53 days ago.
- Visa Inc. is up 6.5% since this was published, 53 days ago.
- Pershing Square is up 8.5% since this was published, 53 days ago.
Price move measured from the close nearest publication to the latest quote.
Analyst targets on Mastercard
- KeyBanc Capital Markets: $573 → $680 by Jul 2027 · overweight via MarketBeat
- Baird: $538 → $680 by Jul 2027 · Outperform via Yahoo Finance
- TD Cowen: $495 → $671 by Jun 2027 · Buy via Yahoo Finance
Published targets verified against independent reporting and tracked to their dates. Not recommendations from Dalsna Finance.
Call it yourself
No member calls on $MA yet. A scorecard is a price target with a date and the working behind it — tracked, settled and scored in public.
Make the first call on Mastercard →Dalsna Finance is currently tracking 30 stories mentioning Mastercard, the earliest published 29 Apr 2026.
Summary aggregated from Yahoo Finance's public RSS feed. The full reporting belongs to Yahoo Finance — please read it on their site.