Segall Bryant & Hamill LLC Has $16.44 Million Stake in Mastercard Incorporated $MA

Segall Bryant & Hamill LLC trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.9% in the first quarter, according to its most recent filing with the SEC. The firm owned 32,896 shares of the credit services provider’s stock after selling 1,712 shares during the period. Segall Bryant & Hamill LLC’s holdings in Mastercard were worth $16,437,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in MA. E Fund Management Hong Kong Co. Ltd. boosted its holdings in Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after purchasing an additional 41 shares in the last quarter. Strive Financial Group LLC bought a new stake in shares of Mastercard in the 4th quarter valued at approximately $27,000. Hyposwiss Advisors SA acquired a new position in shares of Mastercard in the 4th quarter worth approximately $29,000. First Pacific Financial raised its holdings in shares of Mastercard by 113.8% in the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after buying an additional 33 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC lifted its position in shares of Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after buying an additional 20 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MA has been the topic of several recent analyst reports. Citigroup reduced their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. KeyCorp lifted their price target on shares of Mastercard from $670.00 to $680.00 and gave the company an “overweight” rating in a report on Friday. Raymond James Financial restated an “outperform” rating and issued a $632.00 price target on shares of Mastercard in a research report on Friday. Robert W. Baird upped their price objective on shares of Mastercard from $660.00 to $680.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Finally, Loop Capital reaffirmed a “buy” rating and set a $631.00 price objective on shares of Mastercard in a report on Wednesday, June 3rd. Six research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $657.33.

Insider Activity at Mastercard

In other Mastercard news, insider Raj Seshadri sold 4,828 shares of Mastercard stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total value of $2,534,700.00. Following the transaction, the insider owned 16,429 shares of the company’s stock, valued at approximately $8,625,225. The trade was a 22.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total transaction of $108,000.00. Following the completion of the transaction, the insider directly owned 3,322 shares in the company, valued at approximately $1,793,880. The trade was 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 sold a total of 7,005 shares of company stock valued at $3,689,976 over the last quarter. 0.09% of the stock is owned by insiders.

Mastercard News Summary

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 Price Performance

Shares of MA stock opened at $573.64 on Friday. The firm has a market cap of $506.85 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 1.79 and a beta of 0.73. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a quick ratio of 0.98, a current ratio of 1.06 and a debt-to-equity ratio of 3.96. The stock has a 50-day moving average price of $514.87 and a 200 day moving average price of $514.64.

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 analyst estimates of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.15 EPS. Research analysts expect that Mastercard Incorporated will post 19.72 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be given a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

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.