Mastercard Incorporated $MA Stock: Kelleher Financial Advisors Trims Holdings

Kelleher Financial Advisors lowered its position in shares of Mastercard Incorporated (NYSE:MA) by 71.7% in the third quarter, Holdings Channel.com reports. The fund owned 752 shares of the credit services provider’s stock after selling 1,905 shares during the quarter. Kelleher Financial Advisors’ holdings in Mastercard were worth $415,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. 3Chopt Investment Partners LLC grew its holdings in shares of Mastercard by 5.1% in the third quarter. 3Chopt Investment Partners LLC now owns 6,510 shares of the credit services provider’s stock valued at $3,590,000 after purchasing an additional 318 shares during the period. Compass Financial Management LLC raised its stake in Mastercard by 14.6% during the third quarter. Compass Financial Management LLC now owns 793 shares of the credit services provider’s stock worth $437,000 after purchasing an additional 101 shares during the period. Rakuten Investment Management Inc. raised its stake in Mastercard by 9.5% during the third quarter. Rakuten Investment Management Inc. now owns 145,308 shares of the credit services provider’s stock worth $81,893,000 after purchasing an additional 12,648 shares during the period. Third View Private Wealth LLC boosted its holdings in Mastercard by 8.4% in the 3rd quarter. Third View Private Wealth LLC now owns 3,402 shares of the credit services provider’s stock valued at $1,876,000 after purchasing an additional 263 shares during the last quarter. Finally, Provenance Wealth Advisors LLC boosted its holdings in Mastercard by 708.8% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 2,386 shares of the credit services provider’s stock valued at $1,316,000 after purchasing an additional 2,091 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Stock Performance

NYSE:MA opened at $671.85 on Thursday. The company has a debt-to-equity ratio of 3.29, a quick ratio of 1.01 and a current ratio of 1.01. The stock has a market capitalization of $588.54 billion, a P/E ratio of 35.14, a PEG ratio of 1.83 and a beta of 0.78. The company has a 50 day moving average price of $590.77 and a 200 day moving average price of $537.93. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $673.50.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, beating analysts’ consensus estimates of $5.17 by $0.14. Mastercard had a return on equity of 260.86% and a net margin of 46.73%. The company had revenue of $9.81 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same period last year, the business posted $4.38 EPS. Mastercard’s revenue for the quarter was up 14.0% on a year-over-year basis. Equities research analysts forecast that Mastercard Incorporated will post 19.99 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Friday, October 9th will be given a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, October 9th. Mastercard’s dividend payout ratio is currently 18.20%.

Insider Transactions at Mastercard

In other news, CFO Ling Hai sold 4,317 shares of the firm’s stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $641.00, for a total value of $2,767,197.00. Following the completion of the transaction, the chief financial officer owned 35,750 shares of the company’s stock, valued at approximately $22,915,750. This trade represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 370 shares of the firm’s stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $590.21, for a total transaction of $218,377.70. Following the completion of the transaction, the director directly owned 8,237 shares of the company’s stock, valued at approximately $4,861,559.77. The trade was a 4.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 25,403 shares of company stock valued at $15,428,736. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Wolfe Research lifted their price target on shares of Mastercard from $680.00 to $740.00 and gave the company an “outperform” rating in a research report on Tuesday, August 25th. Bank of America increased their price objective on Mastercard from $700.00 to $735.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Keefe, Bruyette & Woods raised their target price on Mastercard from $685.00 to $750.00 and gave the stock an “outperform” rating in a research note on Friday, October 30th. President Capital raised their target price on Mastercard from $693.00 to $729.00 and gave the stock a “buy” rating in a research note on Monday, August 17th. Finally, Royal Bank Of Canada lifted their target price on Mastercard from $696.00 to $742.00 and gave the company an “outperform” rating in a research report on Friday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $702.91.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: An analyst upgrade helped lift sentiment, while recent post-earnings target increases—including UBS’s $750 and Cantor Fitzgerald’s $765 targets—signal confidence in Mastercard’s outlook. Report on analyst upgrade
• Positive Sentiment: Mastercard’s third-quarter results beat expectations: revenue rose 14% year over year to $9.81 billion, and EPS of $5.31 topped the $5.17 consensus. The results reinforce the company’s growth story. Q3 results and growth drivers
• Positive Sentiment: Mastercard is extending digital payment access in Morocco through Samsung Pay. Wider mobile-wallet availability could support transaction growth over time. Samsung Pay expansion in Morocco
• Positive Sentiment: New card offerings with Bank of Punjab in Pakistan and Safwa Islamic Bank expand Mastercard-linked products with regional partners, creating potential for additional card usage and payment volume. Bank of Punjab card launch Safwa Islamic Bank card launch
• Positive Sentiment: Bill Ackman praised Mastercard as a high-quality business, and analyst estimates cited in the article project normalized EPS growth of about 16% annually from 2026 to 2028. Ackman’s comments and growth estimates
• Neutral Sentiment: Mastercard introduced free cybersecurity training for European small businesses. The initiative may deepen business relationships, but its near-term financial contribution is unclear. Cybersecurity lessons for SMEs
• Negative Sentiment: CFO Ling Hai sold 4,317 shares, adding a modest insider-selling concern. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces the likelihood it reflects a new view on the company. CFO share sale

Mastercard Profile

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.