MW Advisory LLC purchased a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,346 shares of the credit services provider’s stock, valued at approximately $691,000.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Border to Coast Pensions Partnership Ltd lifted its holdings in Mastercard by 7.3% during the 1st quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock worth $70,089,000 after buying an additional 9,504 shares in the last quarter. Canada Post Corp Registered Pension Plan increased its stake in shares of Mastercard by 6.1% in the 4th quarter. Canada Post Corp Registered Pension Plan now owns 65,414 shares of the credit services provider’s stock valued at $37,344,000 after buying an additional 3,768 shares during the period. Marble Wealth LLC bought a new stake in shares of Mastercard during the fourth quarter worth $1,328,000. Charles Lim Capital Ltd bought a new stake in shares of Mastercard during the fourth quarter worth $15,699,000. Finally, Gamco Investors INC. ET AL lifted its stake in shares of Mastercard by 5.4% during the first quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock valued at $14,093,000 after acquiring an additional 1,434 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity
In other Mastercard news, insider Raj Seshadri sold 4,828 shares of the company’s 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 completion of the sale, the insider owned 16,429 shares of the company’s stock, valued at approximately $8,625,225. This represents a 22.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the completion of the sale, the insider owned 40,916 shares in the company, valued at approximately $23,613,851.08. This trade represents a 15.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 74,623 shares of company stock worth $42,544,606 in the last ninety days. Company insiders own 0.09% of the company’s stock.
Mastercard Trading Down 1.1%
Mastercard (NYSE:MA – Get Free Report) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. The firm had revenue of $9.28 billion for the quarter, compared to analysts’ expectations of $9.08 billion. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The company’s revenue was up 14.1% compared to the same quarter last year. During the same quarter last year, the business earned $4.15 earnings per share. Research analysts forecast that Mastercard Incorporated will post 19.86 EPS for the current year.
Mastercard Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Thursday, July 9th were issued a dividend of $0.87 per share. The ex-dividend date was Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s payout ratio is currently 19.14%.
Wall Street Analyst Weigh In
A number of analysts recently commented on the company. UBS Group lifted their price objective on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating and set a $701.00 target price on shares of Mastercard in a research report on Thursday, July 30th. KeyCorp raised their target price on shares of Mastercard from $670.00 to $680.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Morgan Stanley lifted their price target on shares of Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a report on Friday, August 21st. 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 stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $666.64.
View Our Latest Report on Mastercard
Mastercard News Summary
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard’s Strive India program has helped small businesses access more than $150 million in credit. The initiative strengthens Mastercard’s role in financial inclusion and could expand future payment volumes in a large growth market. Mastercard Strive India Aids Small Firms With Over $150 Million in Credit
- Positive Sentiment: Mastercard launched its first Start Path cohort focused on agentic commerce, with 22 startups developing technology that enables AI agents to initiate and complete transactions. The effort positions Mastercard to capture a potential new payments channel as autonomous purchasing develops. Mastercard Start Path Launches Inaugural Agentic Commerce Cohort
- Positive Sentiment: Citi Hong Kong plans to introduce a virtual credit card with a dynamic card validation code in partnership with Mastercard. The product could improve digital-payment security and reinforce Mastercard’s technology value proposition. Citi Hong Kong Dynamic CVC Virtual Credit Card Partnership
- Neutral Sentiment: Mastercard expanded leadership for digital acceptance in the Europe, Middle East and Africa region and launched travel deals with Klook. Both developments may support merchant adoption and engagement, but are unlikely to materially change near-term earnings. Mastercard Elevates Vanshi Kotru Mastercard and Klook Launch Travel Deals
- Negative Sentiment: CFO Sachin Mehra sold 3,266 shares valued at approximately $1.9 million, reducing his direct holdings by 8.18%. Because the transaction was executed under a pre-arranged Rule 10b5-1 plan, it is a limited bearish signal, but it can still weigh on sentiment—particularly with Mastercard trading near a 52-week high and at a premium earnings multiple. SEC Insider Transaction Filing
Mastercard 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.
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