Invera Wealth Advisors LLC Takes Position in Mastercard Incorporated $MA

Invera Wealth Advisors LLC bought a new stake in shares of Mastercard Incorporated (NYSE:MA) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,127 shares of the credit services provider’s stock, valued at approximately $579,000.

Several other large investors have also added to or reduced their stakes in the business. Brighton Jones LLC boosted its holdings in shares of Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after buying an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. grew its position in shares of Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after buying an additional 200 shares during the period. Betterment LLC increased its stake in shares of Mastercard by 6.5% in the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after acquiring an additional 58 shares in the last quarter. Worldquant Millennium Advisors LLC increased its stake in shares of Mastercard by 35.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after acquiring an additional 178,387 shares in the last quarter. Finally, Darwin Wealth Management LLC acquired a new position in shares of Mastercard during the 2nd quarter valued at $431,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on MA shares. Morgan Stanley increased their target price 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. Truist Financial lifted their price target on shares of Mastercard from $554.00 to $633.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Robert W. Baird upped their price objective on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. KeyCorp increased their price objective on shares of Mastercard from $670.00 to $680.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Cantor Fitzgerald raised their target price on Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Five research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $661.93.

Insider Activity

In related news, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total value of $2,440,926.80. Following the sale, the insider owned 31,179 shares in the company, valued at $17,781,695.49. This represents a 12.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the completion of the transaction, the insider directly owned 16,429 shares in the company, 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. Over the last three months, insiders sold 71,357 shares of company stock valued at $40,637,262. 0.09% of the stock is currently owned by insiders.

Mastercard News Roundup

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 Price Performance

Shares of MA opened at $580.26 on Friday. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The business’s fifty day moving average is $538.80 and its 200 day moving average is $518.06. 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 stock has a market cap of $508.31 billion, a P/E ratio of 31.92, a P/E/G ratio of 1.74 and a beta of 0.72.

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

Mastercard Announces Dividend

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

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.