Kornitzer Capital Management Inc. KS Has $9.97 Million Stake in Mastercard Incorporated $MA

Kornitzer Capital Management Inc. KS reduced its stake in shares of Mastercard Incorporated (NYSE:MA) by 18.0% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 19,420 shares of the credit services provider’s stock after selling 4,270 shares during the quarter. Kornitzer Capital Management Inc. KS’s holdings in Mastercard were worth $9,974,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Robinswood Financial LLC bought a new position in shares of Mastercard in the 1st quarter valued at approximately $25,000. E Fund Management Hong Kong Co. Ltd. boosted its position in Mastercard by 820.0% during 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 purchasing an additional 41 shares during the period. Strive Financial Group LLC bought a new stake in Mastercard during the fourth quarter worth approximately $27,000. Hyposwiss Advisors SA bought a new stake in Mastercard during the fourth quarter worth approximately $29,000. Finally, First Pacific Financial grew its holdings in Mastercard by 113.8% during the first 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 during the last quarter. Institutional investors own 97.28% of the company’s stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is positioning its network for “agentic payments,” in which artificial-intelligence agents make purchases for consumers. Its participation in the Agentic Payments Alliance and CEO Michael Miebach’s comments suggest the company is working to establish standards and capture transaction volume from this emerging market. How Mastercard CEO is preparing for a world where AI agents do the shopping
• Positive Sentiment: Mastercard’s latest quarterly results showed earnings per share of $5.04 and revenue of $9.28 billion, exceeding analyst estimates. Revenue increased 14.1% year over year, reinforcing the company’s growth and profitability profile.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Buy” rating and an average price target of $661.93. However, valuation assessments are mixed: some intrinsic-value models indicate upside, while earnings-based measures suggest MA trades at a premium. Can Mastercard stay cheap as AI payments expand?
• Neutral Sentiment: Mastercard appointed Yasemin Bedir as president of its Eastern Europe, Middle East and Africa region. The change could support regional expansion, but no immediate financial impact was announced. Mastercard appoints Yasemin Bedir as EEMEA president
• Negative Sentiment: A reported UK legal ruling could make millions of people eligible for approximately £70 in compensation related to Mastercard card-fee claims. The potential financial liability and scope of the case remain unclear, but the development adds litigation risk. Mastercard ruling as millions could get compensation
• Negative Sentiment: Chief Business Officer Sachin J. Mehra sold 8,444 shares for roughly $4.87 million across August 19–20. The trades were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although they may weigh modestly on sentiment. Mastercard insider trading filing

Mastercard Stock Down 0.1%

Shares of MA stock opened at $580.26 on Monday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96. The firm has a market cap of $508.31 billion, a PE ratio of 31.92, a price-to-earnings-growth ratio of 1.74 and a beta of 0.71. The stock has a 50 day moving average of $538.80 and a 200-day moving average of $517.80.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same quarter last year, the company posted $4.15 earnings per share. Mastercard’s quarterly revenue was up 14.1% on a year-over-year basis. On average, equities analysts predict that Mastercard Incorporated will post 19.86 EPS for the current year.

Mastercard Dividend Announcement

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

Insider Buying and Selling

In other Mastercard news, CEO Michael Miebach sold 15,372 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $575.00, for a total value of $8,838,900.00. Following the sale, the chief executive officer directly owned 93,693 shares in the company, valued at $53,873,475. This trade represents a 14.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the transaction, the insider owned 16,429 shares in the company, valued at approximately $8,702,934.17. The trade was a 10.74% 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. Over the last ninety days, insiders sold 71,357 shares of company stock worth $40,637,262. 0.09% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

MA has been the subject of a number of analyst reports. Morgan Stanley boosted their price objective on shares of Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Keefe, Bruyette & Woods raised their target price on shares of Mastercard from $665.00 to $685.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Susquehanna dropped their target price on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Clear Str raised shares of Mastercard to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Cantor Fitzgerald upped their price target on shares of Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Five research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Mastercard currently has a consensus rating of “Buy” and an average target price of $661.93.

About Mastercard

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.