Payments Industry Stock Price Tracker

Navigator Edition: November/December 2013
By: Collin Bauer

Figure 1 is the Payments Industry Stock Price Tracker for November 2013. The table measures stock prices and market capitalization, as well as movement over the last month, and year-to-date. Building on the positive momentum in October, the companies that First Annapolis monitors across the payments value chain again experienced gains in November, and each sector is exceeding the broader market’s 27% year-to-date increase. Stock prices increased for each of the companies tracked over the last month, and all companies either matched or outpaced the S&P’s 3% gain in November.

In summary:

The issuing sector posted gains of 9% in aggregate last month. This performance was largely driven by the two largest issuers, Bank of America and Chase, each posting double digit gains. FleetCor and American Express have outperformed all other issuers this year, posting gains of 127% and 50% respectively, year-to-date.

The processor / acquirer sector also experienced positive results last month, with an overall increase of 5%. Heartland’s stock gained 11% and outperformed others in this segment over the last month, and its stock price is up 53% year-to-date. Additionally, Fiserv and FIS, the two largest companies in this sector, posted gains of 5% and 4% respectively in November.

In aggregate, MasterCard and Visa were up 5% in November, and 43% year-to-date. Stock prices for MasterCard and Visa rose 6% and 4% respectively last month and each network currently sits near its respective all-time high.

Figure 1: Monthly Average Stock Price Tracker


For more information, please contact Collin Bauer, Senior Analyst specializing in Credit Card Issuing,

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