First Nebraska Trust Co bought a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 3,358 shares of the credit services provider’s stock, valued at approximately $1,678,000.
Several other large investors have also recently bought and sold shares of the stock. Riggs Asset Managment Co. Inc. increased its position in shares of Mastercard by 20.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after purchasing an additional 18 shares during the last quarter. Thomasville National Bank boosted its holdings in shares of Mastercard by 4.1% in the 4th quarter. Thomasville National Bank now owns 479 shares of the credit services provider’s stock valued at $273,000 after buying an additional 19 shares during the last quarter. Castle Rock Wealth Management LLC grew its stake in shares of Mastercard by 2.8% in the fourth quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock valued at $387,000 after buying an additional 19 shares in the last quarter. Resurgent Financial Advisors LLC grew its stake in shares of Mastercard by 1.2% in the third quarter. Resurgent Financial Advisors LLC now owns 1,597 shares of the credit services provider’s stock valued at $908,000 after buying an additional 19 shares in the last quarter. Finally, Silicon Valley Capital Partners increased its holdings in Mastercard by 1.1% during the third quarter. Silicon Valley Capital Partners now owns 1,717 shares of the credit services provider’s stock worth $977,000 after buying an additional 19 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.
Insider Activity at Mastercard
In other Mastercard news, insider Raj Seshadri sold 1,977 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the completion of the sale, the insider directly owned 16,429 shares in the company, valued at $8,702,934.17. This trade represents a 10.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the insider owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This represents a 5.68% decrease in their position. 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 have sold 7,005 shares of company stock valued at $3,689,976 over the last 90 days. Company insiders own 0.09% of the company’s stock.
Mastercard Price Performance
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating the consensus estimate of $4.77 by $0.27. The company had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The company’s revenue was up 14.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.15 earnings per share. Equities analysts expect that Mastercard Incorporated will post 19.72 earnings per share for the current year.
Mastercard Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be issued a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, July 9th. Mastercard’s dividend payout ratio is currently 20.14%.
Wall Street Analyst Weigh In
A number of brokerages have commented on MA. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Loop Capital restated a “buy” rating and set a $631.00 price objective on shares of Mastercard in a research note on Wednesday, June 3rd. UBS Group upped their target price on shares of Mastercard from $640.00 to $670.00 and gave the company a “buy” rating in a report on Friday. Truist Financial cut their target price on shares of Mastercard from $561.00 to $554.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Finally, Clear Str upgraded Mastercard to a “strong-buy” rating in a report on Thursday, July 16th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $657.33.
Check Out Our Latest Report on MA
Trending Headlines about Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Second-quarter results exceeded expectations. Mastercard reported adjusted EPS of $5.04 versus the $4.77 consensus and revenue of $9.28 billion versus expectations of $9.08 billion. Revenue increased 14.1% year over year, driven by resilient consumer spending, higher payment volumes, cross-border transactions and value-added services. Mastercard profit jumps as stable spending drives transaction volumes
- Positive Sentiment: Management issued constructive growth commentary. Mastercard expects third-quarter net revenue growth at the high end of the low-double-digit range, with the anticipated BVNK deal closing providing an additional strategic growth opportunity. Mastercard expects Q3 2026 net revenue growth
- Positive Sentiment: Agentic commerce is becoming a key growth narrative. The company is developing AI-enabled payment flows, fraud protection and security tools designed to let Mastercard participate as AI agents increasingly conduct purchases. Analysts also raised their price targets to $680 and $685, maintaining bullish ratings.
- Neutral Sentiment: Mastercard launched Egypt’s first U.S.-dollar corporate debit card with National Bank of Egypt, expanding its commercial-payments footprint. The company also continues to promote virtual cards, scam prevention and B2B payment controls.
- Negative Sentiment: Valuation remains a concern. After a roughly 59.9% five-year return, some analysts argue MA shares already reflect substantial growth expectations. With the stock trading at an elevated earnings multiple, investors may be taking profits or demanding stronger future growth before bidding shares higher. Is Mastercard Getting Too Expensive For Its Growth?
Mastercard Company 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.
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