11,583 Mastercard Incorporated $MA Shares Purchased by Vise Technologies Inc.

Vise Technologies Inc. raised its stake in Mastercard Incorporated (NYSE:MA) by 28.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 52,028 shares of the credit services provider’s stock after acquiring an additional 11,583 shares during the quarter. Vise Technologies Inc.’s holdings in Mastercard were worth $28,692,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MA. Fundsmith LLP purchased a new stake in shares of Mastercard during the second quarter worth $639,458,000. Corient Private Wealth LP lifted its stake in Mastercard by 147.2% in the second quarter. Corient Private Wealth LP now owns 1,682,183 shares of the credit services provider’s stock worth $863,969,000 after acquiring an additional 1,001,671 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in shares of Mastercard by 295.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 860,011 shares of the credit services provider’s stock worth $441,702,000 after buying an additional 642,724 shares during the last quarter. SEB Asset Management AB acquired a new stake in shares of Mastercard during the first quarter worth about $293,574,000. Finally, Soroban Capital Partners LP increased its position in Mastercard by 30.5% during the 1st quarter. Soroban Capital Partners LP now owns 2,464,499 shares of the credit services provider’s stock worth $1,231,412,000 after purchasing an additional 575,412 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Insider Buying and Selling

In related news, CEO Michael Miebach sold 16,628 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $580.00, for a total value of $9,644,240.00. Following the completion of the sale, the chief executive officer owned 109,065 shares of the company’s stock, valued at approximately $63,257,700. The trade was a 13.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 371 shares of the stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $585.01, for a total transaction of $217,038.71. Following the completion of the sale, the director directly owned 8,607 shares of the company’s stock, valued at approximately $5,035,181.07. This trade represents a 4.13% 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. Insiders sold a total of 56,048 shares of company stock valued at $32,527,203 in the last three months. 0.09% of the stock is currently owned by company insiders.

Mastercard Stock Performance

Shares of MA stock opened at $638.50 on Friday. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $644.24. The firm has a market cap of $559.33 billion, a price-to-earnings ratio of 33.39, a P/E/G ratio of 1.82 and a beta of 0.76. The company has a debt-to-equity ratio of 3.29, a quick ratio of 1.06 and a current ratio of 1.01. The firm’s 50-day simple moving average is $586.79 and its two-hundred day simple moving average is $536.21.

Mastercard (NYSE:MA) last released its 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. 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 analyst estimates of $9.66 billion. During the same quarter in the previous year, the company posted $4.38 EPS. Mastercard’s revenue for the quarter was up 14.0% on a year-over-year basis. As a group, equities analysts forecast that Mastercard Incorporated will post 19.96 earnings per share for the current year.

Mastercard Announces Dividend

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

Analysts Set New Price Targets

A number of brokerages have weighed in on MA. Clear Str upgraded shares of Mastercard to a “strong-buy” rating in a report on Thursday, July 16th. Raymond James Financial reaffirmed an “outperform” rating and set a $632.00 target price (up from $609.00) on shares of Mastercard in a report on Friday, July 31st. Cantor Fitzgerald increased their price target on shares of Mastercard from $650.00 to $695.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Morgan Stanley lifted their price target on shares of Mastercard from $679.00 to $681.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Finally, Argus lifted their price target on shares of Mastercard from $640.00 to $694.00 and gave the stock a “buy” rating in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $698.36.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q3 results exceeded expectations: Mastercard reported adjusted earnings of $5.31 per share versus the $5.17 consensus, while revenue rose 14% year over year to $9.81 billion, ahead of the $9.66 billion estimate. Net income increased 18% to approximately $4.6 billion. Reuters earnings article
• Positive Sentiment: Payment activity and services remained strong: Purchase volume rose 9%, cross-border volume increased 11%, and switched transactions grew 9% on a local-currency basis. Value-added services revenue advanced 19%, supported by fraud prevention, data and marketing offerings, while the adjusted operating margin reached 60.5%.
• Positive Sentiment: Analyst sentiment improved materially: TD Cowen, Wells Fargo, RBC, Barclays, Keefe, Bruyette & Woods and Susquehanna all raised their price targets, with targets ranging from $700 to $750 and ratings including “buy,” “overweight” and “outperform.” Analysts also highlighted Mastercard’s potential in AI commerce, tokenized payments and stablecoins. Zacks earnings call article
• Neutral Sentiment: Mastercard continues expanding its payments ecosystem through partnerships involving Google Pay, pay-by-bank services, co-branded cards and agentic commerce. These initiatives could support long-term transaction growth, although their near-term financial contribution is uncertain.
• Negative Sentiment: Investors face legal and financial risks. A proposed £5 billion UK collective lawsuit alleges Mastercard’s interchange fees harmed merchants. Separately, nine-month operating cash flow declined 6%, while buybacks and dividends exceeded operating cash flow and debt increased by roughly $4.9 billion. UK lawsuit article

About Mastercard

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.