Mastercard Incorporated $MA Shares Bought by Family Manage LLC

Family Manage LLC grew its position in Mastercard Incorporated (NYSE:MA) by 412.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,519 shares of the credit services provider’s stock after buying an additional 7,660 shares during the period. Family Manage LLC’s holdings in Mastercard were worth $4,756,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MA. Morgan Stanley reiterated an “overweight” rating and set a $679.00 price target on shares of Mastercard in a report on Friday, May 1st. Loop Capital reaffirmed a “buy” rating and issued a $631.00 target price on shares of Mastercard in a research report on Wednesday, June 3rd. TD Cowen decreased their target price on shares of Mastercard from $671.00 to $664.00 and set a “buy” rating on the stock in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Mastercard in a research note on Tuesday, July 21st. Finally, Robert W. Baird lifted their price target on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Eight analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Mastercard presently has a consensus rating of “Buy” and an average price target of $653.65.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its virtual card platform with new security controls, single-API access, and broader embedded payments capabilities, which could support more B2B transaction volume and deepen relationships with banks and businesses. Mastercard Expands Virtual Card Platform with New Security Controls, Embedded Payments Network and Single API Access
• Positive Sentiment: Mastercard is also pushing into the creator economy with a new business debit card partnership, suggesting continued expansion into newer customer segments and additional payment use cases. Mastercard puts its cards on creators with a new business debit card
• Positive Sentiment: Wall Street still sees room for earnings growth ahead of Mastercard’s upcoming report, and the stock continues to be viewed as a high-margin “payments-tech” compounder. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Truist trimmed its price target to $554 from $561 but kept a Buy rating, which signals slightly less upside than before without changing the overall bullish stance. Read More
• Neutral Sentiment: Several articles highlighted Mastercard’s positioning in agentic AI, virtual cards, and the creator economy, but these are largely strategic updates rather than immediate financial catalysts. Sunrate and Mastercard Release White Paper on Agentic AI and the Future of B2B Global Payments
• Negative Sentiment: Broader market concern around capex spending and the tech sell-off could create some near-term pressure on valuation multiples, even though Mastercard is not a direct AI infrastructure spender. Capex fears trigger biggest Tech sell-off since ‘Liberation Day’

Mastercard Price Performance

Shares of NYSE:MA opened at $539.48 on Monday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The firm has a market capitalization of $476.67 billion, a P/E ratio of 31.22, a P/E/G ratio of 1.69 and a beta of 0.73. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The company’s fifty day moving average price is $508.29 and its 200 day moving average price is $514.64.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.41 by $0.19. The company had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. Mastercard’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.73 earnings per share. As a group, sell-side analysts predict that Mastercard Incorporated will post 19.62 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company 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 $0.87 dividend. 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 is 20.14%.

Insider Transactions at Mastercard

In other Mastercard 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 completion of the sale, the insider owned 3,322 shares in the company, valued at approximately $1,793,880. The trade was a 5.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total value of $1,047,276.21. Following the completion of the sale, the insider directly 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. 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 three months, insiders sold 7,005 shares of company stock valued at $3,689,976. Insiders own 0.09% of the company’s stock.

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.