Mastercard Incorporated $MA Stock Position Lifted by Everest Financial Group LLC

Everest Financial Group LLC increased its stake in shares of Mastercard Incorporated (NYSE:MA) by 21.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,316 shares of the credit services provider’s stock after buying an additional 1,813 shares during the quarter. Everest Financial Group LLC’s holdings in Mastercard were worth $5,689,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in MA. Eurizon Capital SGR S.p.A. lifted its position in shares of Mastercard by 19.2% during the 3rd quarter. Eurizon Capital SGR S.p.A. now owns 202,015 shares of the credit services provider’s stock valued at $111,667,000 after buying an additional 32,515 shares during the last quarter. Werba Rubin Papier Wealth Management grew its stake in shares of Mastercard by 5.3% during the 3rd quarter. Werba Rubin Papier Wealth Management now owns 2,170 shares of the credit services provider’s stock worth $1,197,000 after acquiring an additional 109 shares during the period. Van Strum & Towne Inc. grew its stake in shares of Mastercard by 10.9% during the 3rd quarter. Van Strum & Towne Inc. now owns 3,743 shares of the credit services provider’s stock worth $2,064,000 after acquiring an additional 368 shares during the period. Commons Capital LLC grew its stake in shares of Mastercard by 17.7% during the 3rd quarter. Commons Capital LLC now owns 632 shares of the credit services provider’s stock worth $348,000 after acquiring an additional 95 shares during the period. Finally, Acorn Creek Capital LLC increased its holdings in Mastercard by 4.2% in the 3rd quarter. Acorn Creek Capital LLC now owns 621 shares of the credit services provider’s stock worth $342,000 after acquiring an additional 25 shares during the last quarter. 97.28% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on MA shares. Keefe, Bruyette & Woods boosted their price objective on Mastercard from $685.00 to $750.00 and gave the company an “outperform” rating in a research note on Friday, October 30th. President Capital increased their target price on shares of Mastercard from $693.00 to $729.00 and gave the stock a “buy” rating in a research report on Monday, August 17th. The Goldman Sachs Group reiterated a “buy” rating and set a $701.00 target price (up from $674.00) on shares of Mastercard in a research report on Thursday, July 30th. Cantor Fitzgerald lifted their target price on shares of Mastercard from $695.00 to $765.00 and gave the stock an “overweight” rating in a research note on Friday, October 30th. Finally, Truist Financial boosted their price target on shares of Mastercard from $674.00 to $735.00 and gave the company a “buy” rating in a research report on Thursday, November 5th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $713.21.

Insider Activity

In related news, Director Julius Genachowski sold 371 shares of the business’s stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $585.01, for a total transaction of $217,038.71. Following the completion of the transaction, the director owned 8,607 shares of the company’s stock, valued at approximately $5,035,181.07. The trade was a 4.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ling Hai sold 4,318 shares of the business’s stock in a transaction that occurred on Friday, October 30th. The shares were sold at an average price of $642.43, for a total transaction of $2,774,012.74. Following the transaction, the chief financial officer directly owned 35,750 shares of the company’s stock, valued at approximately $22,966,872.50. This represents a 10.78% 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 25,403 shares of company stock worth $15,428,736. 0.09% of the stock is owned by company insiders.

Trending Headlines about Mastercard

These are some of the MA headlines that stood out recently:

• Positive Sentiment: Mastercard is expanding payment capabilities and partnerships. It completed a reported agentic travel transaction, and separately partnered with Glyde to bring virtual-card payments to Southern Africa’s travel sector—developments that could support new use cases and transaction activity. PYMNTS article Mastercard and Glyde article
• Positive Sentiment: Mastercard is investing in regional growth. The company plans to add more than 250 specialist roles in Singapore by the end of 2029, while a new agreement with Nigeria’s SMEDAN will advance digitization for small businesses. These initiatives may broaden its regional reach, though hiring also entails investment. Straits Times article Daily Post article
• Neutral Sentiment: Mastercard’s Canadian holiday survey found shoppers are emphasizing budgeting and value. That is useful context for consumer spending, but the report does not provide evidence of a change in Mastercard’s payment volumes. Yahoo Finance article

Mastercard Stock Performance

NYSE:MA opened at $652.48 on Friday. The business’s fifty day moving average is $598.61 and its 200 day moving average is $541.70. The firm has a market cap of $568.43 billion, a price-to-earnings ratio of 34.13, a PEG ratio of 1.86 and a beta of 0.78. The company has a debt-to-equity ratio of 3.29, a quick ratio of 1.01 and a current ratio of 1.01. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $681.99.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. Mastercard had a return on equity of 260.86% and a net margin of 46.73%. The business had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same quarter last year, the company earned $4.38 EPS. The firm’s revenue was up 14.0% compared to the same quarter last year. Research analysts predict that Mastercard Incorporated will post 20.00 EPS for the current year.

Mastercard Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, November 9th. Stockholders of record on Friday, October 9th were issued a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, October 9th. Mastercard’s dividend payout ratio is presently 18.20%.

Mastercard Company Profile

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, merchants, financial institutions, businesses and governments. Its network supports electronic payments, including transactions made with Mastercard-branded credit, debit and prepaid cards, as well as digital payment methods. The company provides technology for authorizing, clearing and settling transactions. It also offers services related to cybersecurity, identity verification, data analytics, fraud prevention and payment consulting.