Rakuten Investment Management Inc. Buys 12,648 Shares of Mastercard Incorporated $MA

Rakuten Investment Management Inc. boosted its stake in Mastercard Incorporated (NYSE:MA) by 9.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 145,308 shares of the credit services provider’s stock after buying an additional 12,648 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Mastercard were worth $81,893,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of MA. Robinswood Financial LLC acquired a new position in shares of Mastercard in the first quarter worth $25,000. Next Level Wealth Planning LLC purchased a new stake in shares of Mastercard during the third quarter worth $31,000. Allied Private Wealth LLC purchased a new stake in shares of Mastercard during the second quarter worth $34,000. Premier Financial Group acquired a new stake in Mastercard during the second quarter valued at $39,000. Finally, Roxbury Financial LLC boosted its position in Mastercard by 102.6% during the second quarter. Roxbury Financial LLC now owns 79 shares of the credit services provider’s stock valued at $40,000 after purchasing an additional 40 shares during the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Insiders Place Their Bets

In other news, insider Sachin Mehra sold 3,266 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total transaction of $1,907,344.00. Following the transaction, the insider owned 36,650 shares of the company’s stock, valued at approximately $21,403,600. This represents a 8.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 directly owned 35,750 shares in the company, valued at $22,915,750. The trade was a 10.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 25,403 shares of company stock valued at $15,428,736 over the last quarter. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on MA. TD Cowen boosted their target price on Mastercard from $667.00 to $726.00 and gave the company a “buy” rating in a research note on Friday, October 30th. Mizuho set a $711.00 price target on Mastercard in a research note on Friday. Royal Bank Of Canada raised their price target on Mastercard from $696.00 to $742.00 and gave the stock an “outperform” rating in a research note on Friday, October 30th. Susquehanna lifted their price target on Mastercard from $665.00 to $740.00 and gave the company a “positive” rating in a report on Friday, October 30th. Finally, Argus boosted their price target on Mastercard from $640.00 to $694.00 and gave the company a “buy” rating in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Mastercard has an average rating of “Moderate Buy” and a consensus price target of $702.91.

Mastercard Stock Down 1.7%

Mastercard stock opened at $647.13 on Wednesday. The company has a market capitalization of $566.89 billion, a P/E ratio of 33.85, a P/E/G ratio of 1.86 and a beta of 0.78. The firm’s fifty day simple moving average is $589.30 and its 200-day simple moving average is $537.28. 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 Incorporated has a 1-year low of $464.52 and a 1-year high of $661.34.

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

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Friday, October 9th will be given a $0.87 dividend. 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 currently 18.20%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard reported third-quarter revenue of $9.81 billion, up 14% year over year, and earnings per share of $5.31, exceeding analyst expectations. Management cited broad growth across its payments network and value-added services. Q3 results and growth drivers
• Positive Sentiment: Mastercard is expanding its agentic-commerce and cross-border payments efforts through partnerships with OpenAI and Tencent, including plans to deepen remittance ties and enable overseas wallets to pay at participating QR merchants in China. These initiatives could broaden payment volume and acceptance over time. OpenAI and Tencent partnerships Tencent payment and remittance plans
• Positive Sentiment: Several analysts raised their price targets after the earnings report, including UBS to $750 and Cantor Fitzgerald to $765, reflecting confidence in Mastercard’s growth outlook. Cantor Fitzgerald target increase
• Neutral Sentiment: Mastercard introduced free cybersecurity lessons for European small and midsize businesses. The program may strengthen customer relationships and resilience, though its direct financial impact is unclear. Cybersecurity lessons for SMEs
• Negative Sentiment: CFO Ling Hai sold roughly 8,635 shares across two transactions, reducing his stake by about 10.8%. The sales were made under a pre-arranged Rule 10b5-1 plan, which can temper concerns that they reflect a fresh view on the company. SEC filing on CFO share sales

Mastercard Company 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.