Mastercard Incorporated $MA Stock Holdings Lowered by Seilern Investment Management Ltd

Seilern Investment Management Ltd trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA) by 15.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 142,816 shares of the credit services provider’s stock after selling 26,594 shares during the quarter. Mastercard accounts for approximately 9.8% of Seilern Investment Management Ltd’s investment portfolio, making the stock its 2nd biggest position. Seilern Investment Management Ltd’s holdings in Mastercard were worth $78,759,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Heffernan Advisory Inc. raised its stake in Mastercard by 16.5% during the 3rd quarter. Heffernan Advisory Inc. now owns 1,274 shares of the credit services provider’s stock valued at $703,000 after buying an additional 180 shares during the last quarter. Sax Wealth Advisors LLC grew its stake in shares of Mastercard by 28.6% during the 3rd quarter. Sax Wealth Advisors LLC now owns 6,163 shares of the credit services provider’s stock valued at $3,399,000 after acquiring an additional 1,369 shares during the period. Fragasso Financial Advisors Inc increased its stake in shares of Mastercard by 48.7% in the third quarter. Fragasso Financial Advisors Inc now owns 3,590 shares of the credit services provider’s stock worth $2,115,000 after purchasing an additional 1,176 shares in the last quarter. Armstrong Advisory Group Inc. increased its stake in Mastercard by 6.3% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 388 shares of the credit services provider’s stock worth $214,000 after buying an additional 23 shares in the last quarter. Finally, jvl associates llc grew its position in shares of Mastercard by 2.3% during the third quarter. jvl associates llc now owns 1,752 shares of the credit services provider’s stock worth $966,000 after purchasing an additional 39 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Digital-wallet growth supports Mastercard’s core business. Digital wallets now represent 56% of global online shopping spending, while artificial intelligence and instant payments are creating additional opportunities. Mastercard is identified as one of the leading mobile-payments stocks positioned to benefit from these trends. Top Mobile Payments Stocks to Buy as Digital Wallet Adoption Soars
• Positive Sentiment: New payment-network partnerships could expand transaction volumes. Mastercard and WEX launched an Asia-Pacific fleet-payments network expected to process billions of dollars in annual transactions as it expands across the region. Mastercard also partnered with SoFi Tech Solutions and Mexican fintech Orbi on a crypto-backed card program, linking digital assets with Mastercard’s payment rails. WEX and Mastercard Launch APAC Fleet Payments Network
• Positive Sentiment: Stablecoin and AI initiatives enhance Mastercard’s growth narrative. Reports that Mastercard, Stripe and Circle may spend up to $3.3 billion on stablecoin operators point to a strategic push into blockchain-based payments. Mastercard is also developing safeguards against unauthorized spending by autonomous AI agents, potentially strengthening its role in emerging commerce channels. Stripe, Mastercard and Circle Agree to Pay Up to $3.3 Billion for Stablecoin Operators
• Neutral Sentiment: Mastercard research found that 79% of young people have used AI to research products. The finding highlights changing consumer behavior and potential long-term opportunities, but does not immediately alter earnings expectations. Mastercard Research: 79% of Young People Have Used AI to Research Products
• Negative Sentiment: Litigation risk could pressure the stock. Mastercard and Visa face a reported £700 million class action related to post-Brexit fees. The claim could create legal costs, potential damages and regulatory scrutiny, although its ultimate financial impact remains uncertain. Visa and Mastercard Face £700m Class Action Over Post-Brexit Fees

Analysts Set New Price Targets

MA has been the topic of a number of research reports. Piper Sandler lifted their price target on shares of Mastercard from $597.00 to $710.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Evercore lifted their price objective on shares of Mastercard from $550.00 to $620.00 in a research note on Friday, July 31st. BNP Paribas Exane upped their target price on Mastercard from $680.00 to $713.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Barclays raised their price target on shares of Mastercard from $640.00 to $660.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Finally, Keefe, Bruyette & Woods boosted their price objective on shares of Mastercard from $665.00 to $685.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Mastercard currently has a consensus rating of “Moderate Buy” and a consensus price target of $681.56.

Insiders Place Their Bets

In other Mastercard news, insider Linda Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the sale, the insider owned 31,179 shares of the company’s stock, valued at $17,781,695.49. The trade was a 12.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the sale, the insider directly owned 40,916 shares of the company’s stock, valued at approximately $23,613,851.08. This represents a 15.39% 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 ninety days, insiders sold 67,618 shares of company stock worth $38,854,630. Company insiders own 0.09% of the company’s stock.

Mastercard Stock Up 1.5%

Shares of MA traded up $8.80 during mid-day trading on Tuesday, hitting $603.89. 1,694,298 shares of the company traded hands, compared to its average volume of 3,503,110. The business has a 50 day moving average of $572.76 and a 200 day moving average of $532.04. The company has a market capitalization of $529.01 billion, a PE ratio of 33.21, a price-to-earnings-growth ratio of 1.68 and a beta of 0.76. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $604.35. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96.

Mastercard (NYSE:MA) last released its earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. The firm had revenue of $9.28 billion during the quarter, compared to the consensus estimate 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 in the previous year, the company posted $4.15 earnings per share. Equities research analysts anticipate that Mastercard Incorporated will post 19.90 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Friday, October 9th will be paid a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, October 9th. Mastercard’s dividend payout ratio is presently 19.14%.

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 the authorization, clearing and settlement of electronic payment transactions, while generally not issuing cards or extending credit itself. Its network supports payments made in stores, online and through mobile devices.

Mastercard’s products and services include consumer and commercial payment cards, digital payment solutions, payment processing, fraud prevention, cybersecurity, identity verification, data and analytics, and open banking tools.