IFP Advisors Inc Buys 2,418 Shares of Mastercard Incorporated $MA

IFP Advisors Inc boosted its position in shares of Mastercard Incorporated (NYSE:MA) by 12.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,615 shares of the credit services provider’s stock after buying an additional 2,418 shares during the quarter. IFP Advisors Inc’s holdings in Mastercard were worth $11,101,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MA. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of 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 acquiring an additional 41 shares during the period. Strive Financial Group LLC acquired a new stake in Mastercard in the fourth quarter worth about $27,000. Hyposwiss Advisors SA acquired a new stake in Mastercard in the fourth quarter worth about $29,000. Robinswood Financial LLC bought a new stake in Mastercard during the 1st quarter worth about $25,000. Finally, Bay Harbor Wealth Management LLC raised its holdings in 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 purchasing an additional 20 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Stock Up 1.4%

Shares of NYSE:MA opened at $567.50 on Friday. The company has a 50 day moving average price of $528.81 and a two-hundred day moving average price of $516.18. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The company has a market capitalization of $497.14 billion, a PE ratio of 31.22, a PEG ratio of 1.68 and a beta of 0.72. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The company had revenue of $9.28 billion for the quarter, compared to analysts’ expectations of $9.08 billion. During the same period last year, the firm posted $4.15 earnings per share. The business’s quarterly revenue was up 14.1% compared to the same quarter last year. Analysts forecast that Mastercard Incorporated will post 19.82 earnings per share for the current year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Thursday, July 9th were issued a dividend of $0.87 per share. The ex-dividend date was Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s payout ratio is currently 19.14%.

Analyst Ratings Changes

MA has been the topic of a number of research reports. TD Cowen upped their target price on shares of Mastercard from $664.00 to $667.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Wall Street Zen downgraded shares of Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Weiss Ratings restated a “hold (c+)” rating on shares of Mastercard in a report on Tuesday, July 21st. Barclays increased their price objective on shares of Mastercard from $640.00 to $660.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Truist Financial lifted their target price on shares of Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Five analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $661.93.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman adds Mastercard to Pershing Square portfolios: Ackman identified Mastercard as one of six new holdings, alongside Visa and Netflix. His view that the companies can deliver strong earnings growth provides a high-profile endorsement and may increase investor interest in MA. Reuters article on Ackman’s new investments
• Positive Sentiment: Potential upside from agentic commerce: Investors are assessing whether AI agents that initiate and authenticate transactions could expand Mastercard’s higher-growth services business and allow the company to capture additional payment-related economics. Mastercard and agentic commerce article
• Positive Sentiment: Stablecoin payments pilot expands Mastercard’s digital strategy: Mastercard and Borderless.xyz launched a cross-border stablecoin payments pilot using Mastercard Crypto Credential standards, potentially supporting future transaction growth while emphasizing compliance and verification. Mastercard stablecoin payments pilot
• Positive Sentiment: Analyst earnings expectations remain constructive: Erste Group Bank raised its fiscal-year EPS forecast for Mastercard to $19.92 from $19.66, above the broader consensus estimate of $19.82. Recent results also showed double-digit revenue growth and an earnings beat, reinforcing the company’s growth profile. Mastercard EPS estimate article
• Neutral Sentiment: Payments-sector backdrop is favorable: RBC reported that fintech and payments companies exceeded quarterly expectations amid solid consumer spending, a supportive environment for Mastercard’s transaction volumes. However, the report does not represent a company-specific forecast. RBC payments-sector analysis
• Negative Sentiment: Legal and valuation risks remain: A pending UK Mastercard consumer lawsuit could result in compensation payments, while the stock’s elevated valuation leaves MA sensitive to weaker growth, regulatory pressure, or disappointing guidance. Mastercard lawsuit article

Insider Activity

In other news, insider J. Mehra Sachin sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $571.87, for a total transaction of $1,715,610.00. Following the sale, the insider owned 40,916 shares of the company’s stock, valued at $23,398,632.92. This trade represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total value of $2,440,926.80. Following the transaction, the insider owned 31,179 shares in the company, valued at $17,781,695.49. This trade represents a 12.07% 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. In the last quarter, insiders sold 62,913 shares of company stock valued at $35,769,036. Company insiders own 0.09% of the company’s stock.

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.