Mastercard (NYSE:MA – Get Free Report) had its target price lifted by equities research analysts at Robert W. Baird from $660.00 to $710.00 in a report released on Friday, Benzinga reports. The brokerage presently has an “outperform” rating on the credit services provider’s stock. Robert W. Baird’s target price points to a potential upside of 21.86% from the stock’s previous close.
A number of other equities analysts have also recently commented on the stock. KeyCorp lifted their price target on shares of Mastercard from $670.00 to $680.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Daiwa Securities Group raised their price target on Mastercard from $580.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, August 6th. Evercore boosted their price target on shares of Mastercard from $550.00 to $620.00 in a report on Friday, July 31st. Truist Financial upped their price objective on Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, Raymond James Financial restated an “outperform” rating and issued a $632.00 target price (up from $609.00) on shares of Mastercard in a research note on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $681.56.
Read Our Latest Stock Analysis on MA
Mastercard Stock Performance
Mastercard (NYSE:MA – Get Free Report) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The company had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same quarter last year, the company earned $4.15 EPS. The firm’s quarterly revenue was up 14.1% on a year-over-year basis. Equities analysts forecast that Mastercard will post 19.9 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other Mastercard news, CEO Michael Miebach sold 15,372 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $575.00, for a total value of $8,838,900.00. Following the sale, the chief executive officer owned 93,693 shares in the company, valued at approximately $53,873,475. This represents a 14.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 3,266 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total transaction of $1,907,344.00. Following the sale, the insider directly owned 36,650 shares in the company, valued at $21,403,600. The trade was a 8.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 67,618 shares of company stock worth $38,854,630. Corporate insiders own 0.09% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Cardano Risk Management B.V. raised its stake in shares of Mastercard by 861.6% during the 4th quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock worth $2,324,743,000 after buying an additional 3,648,748 shares during the period. Fundsmith LLP acquired a new stake in Mastercard in the 2nd quarter valued at $639,458,000. Corient Private Wealth LP grew its stake in Mastercard by 147.2% in the 2nd quarter. Corient Private Wealth LP now owns 1,682,183 shares of the credit services provider’s stock valued at $863,969,000 after acquiring an additional 1,001,671 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in Mastercard by 30.8% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 3,111,652 shares of the credit services provider’s stock worth $1,776,380,000 after acquiring an additional 733,101 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its position in Mastercard by 295.8% during the second quarter. Assenagon Asset Management S.A. now owns 860,011 shares of the credit services provider’s stock worth $441,702,000 after acquiring an additional 642,724 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.
More Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Offline payment expansion could strengthen Mastercard’s network value. Mastercard plans to require all newly issued cards in Europe beginning in February 2027 to support offline payments, allowing transactions to continue during power or network outages. The feature may improve resilience and customer confidence, although its direct financial impact is likely to emerge gradually. Mastercard to keep payments moving during power and network outages across Europe
- Positive Sentiment: Mastercard is broadening exposure to digital assets and emerging payment channels. The company is supporting SoFi’s stablecoin settlement capabilities on its network and helping launch a crypto card in Mexico with SoFi and Orbi. These initiatives could create additional transaction volume and reinforce Mastercard’s role in regulated digital-asset payments, though adoption and regulatory risks remain. SoFi launches stablecoin card settlement on Mastercard
- Positive Sentiment: New collaborations with LuLu Money Business, stc pay Bahrain and Tamatem target small businesses and gaming payments, while Mastercard’s AI-agent payment efforts could support longer-term transaction growth. Mastercard is also expanding its Dublin technology hub, indicating continued investment in European capabilities.
- Neutral Sentiment: Mastercard will report third-quarter 2026 results on October 29. The upcoming earnings release is the next major catalyst, particularly as investors look for continued double-digit revenue growth and evidence that payment volumes remain resilient. Mastercard Incorporated to Host Conference Call on Third Quarter 2026 Financial Results
- Negative Sentiment: Political support for a stalled credit-card bill is the clearest near-term overhang. The legislation could increase competition in payment routing and pressure Visa and Mastercard’s network economics, potentially affecting transaction revenue, pricing power and credit-card rewards. Its timing and final provisions remain uncertain, but renewed momentum is likely limiting investor enthusiasm. Trump backs a stalled credit-card bill
About Mastercard
Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates the authorization, clearing and settlement of electronic payment transactions, while generally not issuing cards or extending credit itself. Its network supports payments made in stores, online and through mobile devices.
Mastercard’s products and services include consumer and commercial payment cards, digital payment solutions, payment processing, fraud prevention, cybersecurity, identity verification, data and analytics, and open banking tools.
See Also
- Five stocks we like better than Mastercard
- Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
- JetBlue’s LaGuardia Win Could Change Its Financial Future
- Study Reveals 1 in 3 High Earners Think They Should Pay More Tax [2026]
- Wall Street Left Software for Dead: 4 Stocks Institutions Are Buying Back
Receive News & Ratings for Mastercard Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Mastercard and related companies with MarketBeat.com's FREE daily email newsletter.
