Key Takeaways MA partners with Agoda to integrate global travel inventory into its Global Redemption Suite.Banks in MA's network can offer instant point redemptions for flights and accommodations worldwide.The deal deepens value-added services using data and merchant partnerships to boost cardholder engagement.Mastercard Incorporated (MA) is modernizing loyalty programs through its recent partnership with digital travel platform Agoda. This collaboration integrates Agoda’s global travel inventory into Maste ...

Core Viewpoint - Julie & Holleman LLP is investigating potential claims against Fiserv, Inc. insiders related to stockholder losses due to alleged concealment of business performance issues and growth prospects [1][2][3] Group 1: Allegations Against Fiserv - Fiserv is accused of engaging in a significant cover-up by hiding facts about its business performance and growth prospects [2] - The company allegedly failed to disclose issues with its older Payeezy platform, which contributed to a temporary boost in revenues through forced migrations to the Clover platform [2] - Following the forced migration, many former Payeezy customers reportedly switched to competitors, causing significant harm to Fiserv's business [2] Group 2: Legal Actions and Investigations - Julie & Holleman LLP is investigating legal claims against Fiserv, its executives, and potentially the board of directors in connection with the alleged fraud [3] - The firm has a history of helping recover hundreds of millions of dollars for shareholders in previous cases [3][4]

PORTLAND, Maine--(BUSINESS WIRE)--WEX Inc. (NYSE: WEX), the global commerce platform that simplifies the business of running a business, today announced it will report fourth quarter and full year 2025 financial results in a release to be issued on Wednesday, February 4, 2026, after market close. The press release and WEX's supplemental materials packet—which includes certain details of our fourth quarter and full year performance—will also be available that same afternoon through the investor. ...

Airwallex has acquired South Korean payment processor Paynuri, securing key licences to operate in the country. Financial terms of the transaction remain undisclosed. The deal gives Airwallex control of Paynuri’s South Korean regulatory permissions, including payment gateway and prepaid electronic payment instrument licences, along with a foreign exchange business registration. Through these licences, Airwallex aims to support Korean businesses seeking to expand overseas and to enable overseas companie ...

Group 1 - Shift4 Payments, Inc. (FOUR) is recognized as a high growth stock, particularly in the fintech sector, but faces mixed analyst outlooks [1][2] - Deutsche Bank downgraded FOUR from Buy to Hold with a price target of $65, citing concerns over the company's long-term organic growth and increased operational risks [1] - Seaport Research analyst Jeff Cantwell lowered the price target for FOUR from $100 to $89 while maintaining a Buy rating, indicating potential for a share price rebound in 2026 [2] Group 2 - Shift4 Payments operates in the payment processing and commerce technology space, providing omni-channel payment solutions to various industries including hospitality and retail [3] - The company offers integrated platforms that support multiple payment methods such as card, mobile wallet, and QR codes, along with analytics services [3]

Group 1 - Costco operates as a global retailer with a membership model, generating a steady income stream from membership fees, allowing for lower product margins and fostering customer loyalty through competitive pricing [2] - Visa functions as a payment processor, facilitating secure transactions between buyers and sellers, and has processed 257.5 billion transactions in fiscal 2025, benefiting from the ongoing shift from cash to card payments [3] Group 2 - Both Costco and Visa are expected to continue their growth trajectories, making them suitable candidates for growth-oriented investment portfolios, but valuation concerns must be addressed [4] - Costco's current price-to-sales (P/S) ratio is 1.5, above its five-year average of 1.2, with a price-to-earnings (P/E) ratio of 51 compared to a long-term average of 44, indicating a premium valuation [5] - Visa's P/S ratio stands at 18, slightly below its five-year average of 20, with a P/E ratio of 32 compared to a long-term average of 33, suggesting a more reasonable valuation relative to Costco [6]

Core Insights - Euronet Worldwide (EEFT) is a US-based payment processing company with a significant presence in Europe, focusing on ATM ownership and leasing while expanding into digital payments [1] Group 1: Company Overview - Euronet Worldwide specializes in payment processing, particularly through ATMs, and is transitioning into the digital payments sector [1] Group 2: Challenges - The company faced challenges during the pandemic, impacting its operations and strategic direction [1]

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Merchants should support a swipe-fee settlement with Visa and Mastercard because it gives them more flexibility to impose surcharges, according to plaintiffs in a 21-year-old lawsuit targeting Visa and Mastercard fees. A proposed settlement with the two largest card networks over interchange fees and card-acceptance rules presents an opportunity to educate consume ...

Company Overview - Payoneer reported Q3 revenue of $270.9 million, a 47% increase year-over-year, but annual revenue growth for 2025 was only 0.47%, indicating stagnation [2] - PayPal reported Q3 revenue of $8.42 billion, up 7.3% year-over-year, and beat analyst estimates in all four quarters of 2025 [5] Earnings Performance - Payoneer's quarterly earnings per share (EPS) fell from $0.11 in Q3 2024 to $0.04 in Q3 2025, with full-year EPS declining 43.8% from $0.33 in 2024 to $0.19 in 2025 [2][3] - PayPal's full-year EPS decreased by 21.3% from $4.98 in 2024 to $3.92 in 2025, marking the lowest EPS since 2020 [5] Operational Metrics - Payoneer's operating margin is at negative 3%, indicating losses on core operations, while its return on assets is 1.08% [3] - PayPal's operating margin is 19.2% and return on equity is 24.4%, reflecting stronger operational health compared to Payoneer [6] Stock Valuation - Payoneer trades at a trailing P/E of 30x, which is considered expensive given its stalled revenue growth [3] - PayPal trades at a trailing P/E of 11.4x and a forward P/E of 9.8x, suggesting the market anticipates slower growth ahead [6] Insider Activity - Payoneer insiders, including CEO John Caplan and other executives, sold shares during the stock's 48% annual decline, with no insider purchases reported [4] Market Outlook - The stablecoin market remains speculative, with low odds assigned to major tech platforms launching USD stablecoins in 2026 [8] - Payoneer is viewed as a higher-risk, higher-reward investment if stablecoins reshape B2B payments, while PayPal is considered a safer hold for profitability and scale [10]

Group 1 - Visa Inc. is considered one of the best stocks to buy in 2026 for beginners, with Citi and Bank of America reaffirming Buy ratings and setting price targets of $450 and $382 respectively [1][2] - Visa's Global Economic Outlook for 2026 indicates steady headline growth at 2.7%, while highlighting fundamental transformations in the global economy driven by evolving trade networks, AI adoption, and shifting investment patterns [2] - Wolfe Research and Bernstein also provided bullish outlooks for Visa, maintaining Buy ratings with price targets of $430 and $450 respectively [3] Group 2 - Monness, Crespi, Hardt & Co. reiterated a Hold rating on Visa, setting a lower price target of $330 [4] - Visa announced a strategic collaboration with Fiserv to enable Visa Intelligent Commerce and deploy Trusted Agent Protocol, enhancing merchants' capabilities in the evolving domain of Agentic AI [4][5] - The collaboration aims to combine Fiserv's extensive merchant network with Visa's authentication and commerce capabilities, providing essential infrastructure and trust for merchants in an increasingly automated commerce environment [5] Group 3 - Visa provides a range of digital payment services, including credit cards, debit cards, prepaid products, global ATMs, and commercial payment solutions [6]