Mastercard, Visa's High Fees in UK's Crosshairs: Will New Caps Reshape Payment Landscape?
Portfolio Pulse from Anusuya Lahiri
U.K. regulators are considering capping fees charged by Visa Inc (V) and Mastercard Inc (MA) to local merchants for card transactions. Since Brexit, these fees have risen up to five times, with credit card fees reaching 1.5%. The Payment Systems Regulator (PSR) suggests returning to pre-Brexit levels of 0.3% for credit cards and 0.2% for debit cards. Visa and Mastercard dispute the PSR's claims, arguing the value of their services in a competitive market. U.S. merchants paid $160.7 billion in swipe fees in 2022, a 16.7% increase from 2021.

December 13, 2023 | 5:20 pm
News sentiment analysis
Sort by:
Descending
NEGATIVE IMPACT
Mastercard Inc could see a reduction in fee-based revenue in the UK if regulators impose proposed caps on transaction fees.
Like Visa, Mastercard is subject to the same regulatory pressures in the UK. The imposition of fee caps could lead to lower revenue from merchant transactions, potentially affecting its stock price negatively in the short term.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Visa Inc faces potential regulatory caps on fees in the UK, which could reduce revenue from merchant transactions in the region.
The proposed fee caps by UK regulators could lead to a decrease in revenue from merchant transactions for Visa, which may negatively impact its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80