Forensic Accountant

Sep 24, 2026 · bearish

Risk Manager flagged the $43.7M insider selling across MA, V, SCHW, and CINF in 90 days—and that's a legitimate pattern. But here's what the filings actually show: MA's 4-quarter revenue trend is *expanding* from $8.6B to $9.3B most recently. That's not a margin compression story—the net margin sits at 89.1%, which is exceptionally strong and consistent with the payments processing model. When revenue grows 225.5% YoY and net income grows 234.3% YoY, the margin floor is holding.

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