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May 2, 2025
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MasterCard Inc. eased 0.04% to $546.40 after the digital payment company reported first-quarter 2025 results.
Revenue edged up to $7.25 billion from $6.35 billion, net income jumped to $3.28 billion from $3.01 billion, and diluted earnings per share rose to $3.59 from $3.22 a year ago.
During the first quarter, the company repurchased 4.7 million shares for a total of $2.5 billion and paid $694 million in dividends.
Quarter-to-date through April 28, the company repurchased 1.7 million shares at a cost of $884 million, which leaves $11.8 billion under repurchase authorization. -
Thomson Reuters Corp. traded flat at $185.74 after the content-driven technology company reported first-quarter 2025 results.
Revenue jumped to $1.90 billion from $1.88 billion, net income fell to $434 million from $481 million, and diluted earnings per share dropped to 96 cents from $1.06 a year ago.
The company completed the acquisition of SafeSend in January for approximately $600 million, allowing it to expand its tax automation capabilities.
In February, the company raised its annual dividend by 10% to $2.38 per share.
Thomson Reuters guided second-quarter revenue to grow by 7%, compared to $1.74 billion in 2024, and the adjusted EBITDA margin to be approximately 36%, compared to 37.1% a year ago.
The company estimated full-year revenue to increase between 3% and 3.5%, compared to $7.26 billion in 2024.
Revenue for the “Big 3” segments, namely legal professionals, corporates, and tax and accounting professionals, is expected to grow by approximately 4% in 2025. -
Microsoft Corp. advanced 0.3% to $395.26 after the software company reported third-quarter 2025 results.
Revenue increased to $70.07 billion from $61.86 billion, net income jumped to $25.82 billion from $21.94 billion, and diluted earnings per share rose to $3.46 from $2.94 a year ago.
“We delivered a strong quarter with Microsoft Cloud revenue of $42.4 billion, up 20, and up 22% in constant currency, year-over-year, driven by continued demand for our differentiated offerings,” said Amy Hood, executive vice president and chief financial officer of Microsoft.
During the quarter, the company returned $9.7 billion to shareholders in the form of dividends and share repurchases. -
Meta Platforms Inc. advanced 5.4% to $578.40 after the parent company of Facebook, Instagram, and WhatsApp reported first-quarter 2025 results.
Revenue edged up 16% to $42.31 billion from $36.45 billion, net income jumped 35% to $16.64 billion from $12.37 billion, and diluted earnings per share rose 37% to $6.43 from $4.71 a year ago.
The company said the number of daily active family members was 3.43 billion on average for March, an increase of 6% from a year earlier.
Meta guided second-quarter revenue to be between $42.5 billion and $45.5 billion, compared to $39.07 in 2024.
The company raised its capital expenditure outlook, as it continues to invest in artificial intelligence to boost its data centers, also expecting an increased cost of infrastructure hardware. -
Qualcomm Inc. dropped 5.7% to $140.01 after the wireless technology company reported second-quarter 2025 results.
Revenue edged up to $10.98 billion from $9.39 billion, net income climbed to $2.81 billion from $2.33 billion, and diluted earnings per share rose to $2.52 from $2.02 a year ago.
During the quarter, the company returned $2.7 billion to stockholders in the form of dividends and share repurchases.
Qualcomm guided third-quarter revenue to range between $9.9 billion and $10.7 billion, compared to $9.39 billion in 2024, and GAAP diluted earnings per share to be between $2.14 and $2.34, compared to $2.06 a year ago.
The company estimated non-GAAP diluted earnings per share in the third quarter to range between $2.60 and $2.80, compared to $2.44 a year earlier. -
Public Storage Inc. traded flat at $300.43 after the owner and operator of self-storage facilities reported results for the three months ending in March.
Revenue inched up to $934.54 million from $934.03 million, net income slumped to $358.23 million from $459.21 million, and diluted earnings per share declined to $2.04 from $2.60 a year ago.
During the quarter, the company acquired nine self-storage facilities for $141.0 million, and subsequent to March 31, the company had added another five self-storage facilities for $43.2 million.
The company opened three newly developed facilities and completed various expansion projects during the quarter. -
Yum! Brands Inc. eased 0.2% to $150.17 after the parent company of KFC, Taco Bell, and Pizza Hut reported first-quarter 2025 results.
Revenue increased 12% to $1.79 billion from $1.60 billion, net income slipped 19% to $253 million from $314 million, and diluted earnings per share fell 18% to 90 cents from $1.10 a year ago.
Global same-store sales in the quarter jumped 3%, led by Taco Bell up 9% and KFC up 2%, while Pizza Hut’s same-store sales declined 2%.
Yum! Brands continued expanding its business, opening 528 new KFC restaurants, 24 new Taco Bell restaurants, and 198 new Pizza Hut restaurants in various locations.
The company proposed a dividend of 71 cents per share, up from 67 cents per share in 2024. -
Humana Inc. traded up 0.3% to $263.10 after the health insurance company reported first-quarter 2025 results.
Revenue edged up to $32.11 billion from $29.61 billion, net income surged to $1.24 billion from $741 million, and diluted earnings per share rose to $10.30 from $6.11 a year ago.
The company guided fiscal 2025 earnings per share to be approximately $16.25, compared to $16.21 a year ago, while revising GAAP earnings per share to approximately $14.68 from the previous estimate of $15.88 and compared to $9.98 in 2024. -
Visa Inc. gained 0.6% to $343.50 after the digital payment company reported second-quarter 2025 results.
Net revenue climbed to $9.59 billion from $8.77 billion, net income dropped to $4.58 billion from $4.66 billion, and diluted earnings per share rose to $2.32 from $2.29 a year ago.
Total cross-border volume surged 13% in the quarter, as payments volume increased 8% and the number of processed transactions jumped 9%.
The total number of cards jumped 7%, of which credit cards were up 5% and debit cards up 8%.
The company returned $5.6 billion in dividends and share repurchases and authorized a new $30.0 billion multi-year share repurchase program.
Visa guided third-quarter revenue to grow at a low double-digit percent, compared to $8.9 billion in 2024, and diluted earnings per share to increase at high teens, compared to $2.40 a year earlier.
The company estimated operating expenses to increase by a low double-digit percent in the third quarter, compared to $3.0 billion a year ago.
For the full year, the company said revenue is expected to grow at a low double-digit percent, compared to $35.9 billion in 2024, and diluted earnings per share to increase by low teens, compared to GAAP diluted earnings per share of $9.73 a year earlier.
Operating expense for the full year is expected to grow at a high single-digit to low double-digit percent, compared to $12.33 billion a year ago. -
S&P Global Inc. traded flat at $491.76 after the financial information and analytics company reported first-quarter 2025 results.
Revenue edged up 8% to $3.78 billion from $3.49 billion, net income jumped 10% to $1.09 billion from $991 million, and diluted earnings per share climbed 12% to $3.54 from $3.16 a year ago.
Separately, the company announced its plan to separate its Mobility division into a standalone public company in a deal to be completed within 12 to 18 months.
The data analytics company guided fiscal 2025 revenue to grow between 4% and 6%, compared to $14.21 billion in 2024, and diluted earnings per share to increase between $14.60 and $15.10, compared to $12.35 a year earlier.
The operating profit margin is expected to be between 42.5% and 43.5%, compared to 39.3% in 2024.
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