Mastercard Incorporated $MA Shares Bought by Phoenix Financial Ltd.

Phoenix Financial Ltd. lifted its position in Mastercard Incorporated (NYSE:MA) by 1.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 72,501 shares of the credit services provider’s stock after buying an additional 1,176 shares during the quarter. Phoenix Financial Ltd.’s holdings in Mastercard were worth $39,155,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Atlatl Advisers LLC grew its stake in Mastercard by 2.8% in the 3rd quarter. Atlatl Advisers LLC now owns 586 shares of the credit services provider’s stock valued at $323,000 after buying an additional 16 shares during the last quarter. Foster Group Inc. raised its holdings in Mastercard by 0.9% in the 3rd quarter. Foster Group Inc. now owns 2,122 shares of the credit services provider’s stock worth $1,170,000 after acquiring an additional 18 shares during the period. Shakespeare Wealth Management LLC raised its holdings in Mastercard by 3.8% in the 3rd quarter. Shakespeare Wealth Management LLC now owns 492 shares of the credit services provider’s stock worth $271,000 after acquiring an additional 18 shares during the period. Bell Investment Advisors Inc lifted its position in Mastercard by 3.6% during the 3rd quarter. Bell Investment Advisors Inc now owns 513 shares of the credit services provider’s stock worth $283,000 after acquiring an additional 18 shares during the last quarter. Finally, Athena Wealth Management LLC lifted its position in Mastercard by 3.8% during the 2nd quarter. Athena Wealth Management LLC now owns 514 shares of the credit services provider’s stock worth $264,000 after acquiring an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Julius Genachowski sold 371 shares of the stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $585.01, for a total value of $217,038.71. Following the completion of the sale, the director owned 8,607 shares in the company, valued at approximately $5,035,181.07. This trade represents a 4.13% decrease in their ownership of the stock. The transaction was disclosed in a filing 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, CFO Ling Hai sold 4,318 shares of Mastercard stock in a transaction dated Friday, October 30th. The stock was sold at an average price of $642.43, for a total value of $2,774,012.74. Following the sale, the chief financial officer directly owned 35,750 shares in the company, valued at approximately $22,966,872.50. This trade represents a 10.78% decrease in their ownership of the stock. 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 90 days, insiders sold 25,403 shares of company stock valued at $15,428,736. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

MA has been the subject of a number of recent analyst reports. Mizuho set a $711.00 price target on shares of Mastercard in a report on Friday, October 30th. Wells Fargo & Company lifted their price objective on Mastercard from $668.00 to $731.00 and gave the stock an “overweight” rating in a research note on Friday, October 30th. Cantor Fitzgerald boosted their price objective on Mastercard from $695.00 to $765.00 and gave the stock an “overweight” rating in a research report on Friday, October 30th. Rothschild & Co Redburn decreased their target price on Mastercard from $710.00 to $688.00 and set a “buy” rating for the company in a research note on Wednesday, September 2nd. Finally, UBS Group reaffirmed a “buy” rating and issued a $725.00 target price on shares of Mastercard in a report on Thursday, November 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $713.21.

Key Headlines Impacting Mastercard

Investors following MA have been watching these headlines:

• Positive Sentiment: Mastercard opened its largest Asia-Pacific Innovation Centre of Excellence in Singapore, focused on AI-enabled payments, cybersecurity and agentic commerce. The hub could help develop new services and partnerships across the region; the company also plans to add more than 250 specialist roles in Singapore by 2029. Mastercard opens Asia-Pacific Innovation Centre
• Positive Sentiment: A partnership with Sage will bring Mastercard debit-card capabilities into accounting software for small businesses in France, potentially widening its reach in business payments. Mastercard valuation and Sage partnership
• Neutral Sentiment: Coverage also cites favorable analyst views of Mastercard, but the articles provide limited detail on new price targets or near-term earnings impact. With no major downside catalyst in the supplied reports, the recent news flow appears modestly supportive rather than a clear standalone driver of the shares.

Mastercard Stock Performance

NYSE:MA traded up $8.53 during trading hours on Friday, hitting $661.13. 1,936,242 shares of the company traded hands, compared to its average volume of 3,351,180. The stock has a market capitalization of $575.97 billion, a price-to-earnings ratio of 34.58, a P/E/G ratio of 1.84 and a beta of 0.78. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $681.99. The firm has a 50-day moving average of $600.12 and a 200 day moving average of $542.40. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 3.29.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share for the quarter, beating analysts’ consensus estimates of $5.17 by $0.14. The firm had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. Mastercard had a net margin of 46.73% and a return on equity of 260.86%. The business’s revenue was up 14.0% on a year-over-year basis. During the same period in the prior year, the firm earned $4.38 EPS. On average, analysts forecast that Mastercard Incorporated will post 20.01 EPS for the current year.

Mastercard Dividend Announcement

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

About Mastercard

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, merchants, financial institutions, businesses and governments. Its network supports electronic payments, including transactions made with Mastercard-branded credit, debit and prepaid cards, as well as digital payment methods. The company provides technology for authorizing, clearing and settling transactions. It also offers services related to cybersecurity, identity verification, data analytics, fraud prevention and payment consulting.