Payments Industry Stock Price Tracker

Navigator Edition: June 2012
By: Michael Hutton

Figure 1 is the June Payments Industry Stock Price Tracker. The chart measures current stock prices and market caps (as of June 22, 2012) as well as movement over the last 30 days and year-to-date. Despite a somewhat tumultuous 30-day stretch, companies in the payments value chain maintained an average YTD increase of more than 15%, relative to the broader market’s 5% uptick thus far in 2012.

In summary:

  • The issuer sector regained traction in June, compared to May, adding 17%. Despite a global banking downgrade from Moody’s Investor Services that impacted a large number of financial institutions, Bank of America and Chase escaped the month relatively unscathed, adding 37% and 3%, respectively. Citi, the only other issuer affected by the downgrade, experienced 1% decline in share price for the month.
  • The processor / acquirer sector also posted gains in the month of June. An exception to the trend was Global Payments (losing 15%), which announced on June 13, that hackers involved in the data-breach earlier in 2012 may have accessed more data than initially anticipated. Conversely, FIS added 25% during the month of June, having posted strong results for the second quarter of 2012.
  • The network sector posted a 20% gain this month. Both Visa and MasterCard received boosts from Wall Street on their 52-week price target, furthering their gains in 2012.

Figure 1: Monthly Average Stock Price Tracker

Source: Google Finance, First Annapolis Consulting research and analysis.


For more information, please contact Michael Hutton, Analyst specializing in Credit Card Issuing & M&A Advisory,

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