Burney Co. Sells 2,619 Shares of Mastercard Incorporated $MA

Burney Co. decreased its holdings in Mastercard Incorporated (NYSE:MA) by 43.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 3,478 shares of the credit services provider’s stock after selling 2,619 shares during the quarter. Burney Co.’s holdings in Mastercard were worth $1,738,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. J. Stern & Co. LLP boosted its stake in shares of Mastercard by 53,535.0% during the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after acquiring an additional 72,461,743 shares during the last quarter. Norges Bank purchased a new stake in shares of Mastercard in the 4th quarter worth $6,705,708,000. Cardano Risk Management B.V. increased its stake in shares of Mastercard by 861.6% in the 4th quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock worth $2,324,743,000 after purchasing an additional 3,648,748 shares in the last quarter. State Street Corp raised its holdings in Mastercard by 2.8% in the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after purchasing an additional 997,536 shares during the period. Finally, Cibc World Markets Corp bought a new position in Mastercard in the 4th quarter worth $497,311,000. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Trading Down 2.2%

Shares of Mastercard stock opened at $519.91 on Thursday. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $601.77. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The company has a market capitalization of $459.39 billion, a P/E ratio of 30.09, a P/E/G ratio of 1.66 and a beta of 0.73. The company has a fifty day moving average of $499.34 and a 200 day moving average of $517.82.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the firm earned $3.73 earnings per share. The business’s quarterly revenue was up 15.8% on a year-over-year basis. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.61 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be given a dividend of $0.87 per share. The ex-dividend date is Thursday, July 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, March 27th. TD Cowen decreased their price objective on Mastercard from $671.00 to $664.00 and set a “buy” rating on the stock in a research note on Tuesday. BNP Paribas Exane raised Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective on the stock in a research report on Thursday, March 19th. Loop Capital reiterated a “buy” rating and set a $631.00 price objective on shares of Mastercard in a research note on Wednesday, June 3rd. Finally, Citigroup reduced their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Mastercard presently has an average rating of “Buy” and an average target price of $653.78.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its Click to Pay offering with stc pay Bahrain, which could support longer-term transaction growth by making online checkout faster and more secure through tokenization, biometric authentication, and passkeys. stc pay Bahrain adds Mastercard Click to Pay for online checkout
• Positive Sentiment: Analysts remain constructive on MA: TD Cowen and Robert W. Baird both reiterated bullish ratings and raised price targets, signaling expectations for upside from current levels. Mastercard price target changes
• Positive Sentiment: Mastercard said it will release second-quarter 2026 results on July 30, which keeps attention on fundamentals and could become a catalyst if results show strong payment-volume growth and profitability. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider disclosed a small pre-planned sale of 200 shares under a Rule 10b5-1 trading plan. The transaction is not especially meaningful on its own, but it adds a slightly cautious tone. SEC insider filing
• Negative Sentiment: Broader commentary on the payments sector highlighted regulatory fee pressure, stablecoin competition, and alternative payment rails, which could weigh on sentiment toward Mastercard and other legacy card networks. Mastercard stock reference

Insider Activity at Mastercard

In related news, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the transaction, the insider directly owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. The trade was a 5.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total value of $1,047,276.21. Following the completion of the transaction, the insider owned 16,429 shares of the company’s stock, valued at $8,702,934.17. The trade was a 10.74% 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. Insiders have sold a total of 7,005 shares of company stock worth $3,689,976 in the last three months. 0.09% of the stock is owned by corporate insiders.

Mastercard Profile

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.