WealthPLAN Partners LLC Sells 1,434 Shares of Mastercard Incorporated $MA

WealthPLAN Partners LLC trimmed its position in Mastercard Incorporated (NYSE:MA) by 28.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,551 shares of the credit services provider’s stock after selling 1,434 shares during the period. WealthPLAN Partners LLC’s holdings in Mastercard were worth $1,774,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. J. Stern & Co. LLP grew its position in shares of Mastercard by 53,535.0% in the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after buying an additional 72,461,743 shares during the period. Norges Bank purchased a new position in Mastercard during the 4th quarter valued at about $6,705,708,000. Cardano Risk Management B.V. boosted its stake in Mastercard by 861.6% during the fourth 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 acquiring an additional 3,648,748 shares in the last quarter. State Street Corp grew its holdings in Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after purchasing an additional 997,536 shares during the period. Finally, Cibc World Markets Corp purchased a new stake in Mastercard in the fourth quarter worth about $497,311,000. Institutional investors own 97.28% of the company’s stock.

Insider Buying and Selling

In other Mastercard news, insider Raj Seshadri sold 1,977 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total value of $1,047,276.21. Following the completion of the transaction, the insider owned 16,429 shares of the company’s stock, valued at approximately $8,702,934.17. The trade was a 10.74% decrease in their position. 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. Insiders own 0.09% of the company’s stock.

Mastercard Price Performance

Shares of NYSE MA opened at $531.35 on Wednesday. The firm has a market cap of $469.49 billion, a P/E ratio of 30.75, a PEG ratio of 1.66 and a beta of 0.73. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The company has a 50 day moving average of $499.07 and a 200 day moving average of $518.14.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the company earned $3.73 EPS. The company’s quarterly revenue was up 15.8% compared to the same quarter last year. As a group, research analysts expect that Mastercard Incorporated will post 19.61 EPS for the current fiscal year.

Mastercard Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be issued a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is presently 20.14%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Robert W. Baird raised its price target on Mastercard to $680 from $660 and kept an outperform rating, reinforcing a bullish view on the company’s earnings power and long-term upside. Benzinga
• Positive Sentiment: TD Cowen also reiterated a buy rating on Mastercard while trimming its target slightly to $664 from $671, signaling continued confidence in the stock’s valuation and future growth. Benzinga
• Positive Sentiment: Mastercard joined the coalition behind the new Open USD stablecoin, highlighting its push into digital assets and multi-rail payments, which could support longer-term growth in money movement and services revenue. Yahoo Finance
• Positive Sentiment: Recent articles continue to frame Mastercard as a beneficiary of secular fintech trends, including expansion beyond cards, stronger security-focused partnerships, and a fresh $11.7 billion buyback authorization, all of which support the investment case. Zacks
• Neutral Sentiment: Several analyst and commentary pieces argue that Mastercard remains a strong long-term compounder and potentially undervalued relative to peers like PayPal, but these are opinion-driven and not immediate catalysts. MSN
• Neutral Sentiment: One recent market update noted that Mastercard had been trading mixed versus the broader market, which helps explain why the shares have not moved sharply despite the positive news flow. Yahoo Finance

Analyst Upgrades and Downgrades

MA has been the subject of several recent research reports. Robert W. Baird lifted their target price on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a report on Tuesday. BMO Capital Markets initiated coverage on Mastercard in a research report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price objective for the company. Raymond James Financial set a $609.00 price objective on Mastercard in a research note on Friday, May 1st. Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, BNP Paribas Exane upgraded Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price target for the company in a report on Thursday, March 19th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and an average target price of $654.31.

About Mastercard

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.