Perryman Financial Advisory Inc. AD Has $14.10 Million Holdings in Mastercard Incorporated $MA

Perryman Financial Advisory Inc. AD raised its position in shares of Mastercard Incorporated (NYSE:MA) by 9.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,454 shares of the credit services provider’s stock after purchasing an additional 2,377 shares during the period. Mastercard accounts for about 1.9% of Perryman Financial Advisory Inc. AD’s investment portfolio, making the stock its 13th largest position. Perryman Financial Advisory Inc. AD’s holdings in Mastercard were worth $14,100,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Robinswood Financial LLC bought a new position in Mastercard during the first quarter valued at approximately $25,000. E Fund Management Hong Kong Co. Ltd. grew its position in Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after acquiring an additional 41 shares in the last quarter. Strive Financial Group LLC acquired a new position in shares of Mastercard during the 4th quarter worth $27,000. Hyposwiss Advisors SA acquired a new position in shares of Mastercard during the 4th quarter worth $29,000. Finally, First Pacific Financial raised its holdings in shares of Mastercard by 113.8% during the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

Insider Buying and Selling at Mastercard

In related news, CEO Michael Miebach sold 16,628 shares of the business’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $567.68, for a total transaction of $9,439,383.04. Following the completion of the transaction, the chief executive officer owned 115,921 shares of the company’s stock, valued at approximately $65,806,033.28. The trade was a 12.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total value of $2,534,700.00. Following the sale, the insider owned 16,429 shares of the company’s stock, valued at approximately $8,625,225. The trade was a 22.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 62,913 shares of company stock worth $35,769,036 in the last ninety days. 0.09% of the stock is owned by insiders.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard reported approximately 15% revenue growth, supported by expanding payment volume and cross-border transactions. The results reinforce the company’s ability to grow its core payments business and help explain the stock’s recent strength. Mastercard Stock Rises 2% as Investors Favor Payment Growth
• Positive Sentiment: Mastercard and Visa are joining Rain to develop standards for “agentic” payments, in which artificial-intelligence systems could make transactions on behalf of users. The initiative positions Mastercard in a potential long-term growth area as commerce becomes increasingly automated. Rain, Visa, Mastercard form agentic AI standards group
• Positive Sentiment: Mastercard’s acquisition of stablecoin company BVNK is drawing attention after Visa reportedly began searching for another stablecoin settlement partner. The development may signal growing strategic importance for Mastercard’s blockchain and digital-asset capabilities. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Mastercard is expanding digital-payment services in Africa through its relationship with Teamapt, while management is also highlighting cybersecurity and machine-to-machine payments as major future opportunities. These initiatives broaden Mastercard’s addressable market beyond traditional card transactions. Mastercard, Teamapt Set to Expand Digital Payments Across Africa Mastercard CEO: Cybersecurity Is Our Fastest-Growing Business
• Neutral Sentiment: Mastercard named Yasemin Bedir to lead its EEMEA region, and a separate report highlighted plans related to its 2027 global chargeback program. These developments may affect regional execution and operating processes but do not provide a clear near-term earnings catalyst. Who Is Yasemin Bedir, Mastercard’s New Head of the EEMEA Region?
• Negative Sentiment: The recent Pershing Square endorsement has lost momentum, while Mastercard trades near 31 times trailing earnings. Investors may therefore be more sensitive to any slowdown or disappointment despite the company’s strong growth profile. Mastercard Stock Slips as Ackman Rally Loses Momentum

Wall Street Analyst Weigh In

Several research firms recently issued reports on MA. Loop Capital reaffirmed a “buy” rating and issued a $631.00 price objective on shares of Mastercard in a research note on Wednesday, June 3rd. Cantor Fitzgerald raised their target price on Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Barclays boosted their price target on Mastercard from $640.00 to $660.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. UBS Group upped their price target on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Clear Str raised Mastercard to a “strong-buy” rating in a research note on Thursday, July 16th. Five analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Mastercard presently has an average rating of “Buy” and an average price target of $661.93.

Mastercard Stock Performance

NYSE:MA opened at $574.74 on Wednesday. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. The firm’s fifty day simple moving average is $533.51 and its 200 day simple moving average is $517.16. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. The firm has a market capitalization of $503.47 billion, a PE ratio of 31.61, a PEG ratio of 1.71 and a beta of 0.71.

Mastercard (NYSE:MA) last released its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm had revenue of $9.28 billion during the quarter, compared to analyst estimates of $9.08 billion. During the same quarter in the previous year, the business earned $4.15 EPS. The business’s revenue was up 14.1% on a year-over-year basis. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.86 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Thursday, July 9th were paid a $0.87 dividend. The ex-dividend date was Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. Mastercard’s payout ratio is presently 19.14%.

Mastercard Company Profile

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.

Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.