Mastercard Incorporated $MA Stock: Phoenix Financial Ltd. Boosts Holdings

Phoenix Financial Ltd. boosted its holdings in shares of Mastercard Incorporated (NYSE:MA) by 1.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,501 shares of the credit services provider’s stock after buying an additional 1,176 shares during the period. Phoenix Financial Ltd.’s holdings in Mastercard were worth $39,155,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of MA. Robinswood Financial LLC acquired a new position in shares of Mastercard in the 1st quarter valued at $25,000. Next Level Wealth Planning LLC acquired a new stake in shares of Mastercard during the 3rd quarter valued at about $31,000. Allied Private Wealth LLC acquired a new stake in shares of Mastercard during the 2nd quarter valued at about $34,000. IMG Wealth Management Inc. boosted its position in shares of Mastercard by 58.7% during the 3rd quarter. IMG Wealth Management Inc. now owns 73 shares of the credit services provider’s stock valued at $40,000 after acquiring an additional 27 shares in the last quarter. Finally, Premier Financial Group bought a new stake in Mastercard in the second quarter valued at about $39,000. Institutional investors own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

MA has been the subject of several recent research reports. Rothschild & Co Redburn dropped their price target on shares of Mastercard from $710.00 to $688.00 and set a “buy” rating for the company in a research report on Wednesday, September 2nd. Loop Capital raised their price target on shares of Mastercard from $631.00 to $647.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Robert W. Baird lifted their price objective on Mastercard from $660.00 to $710.00 and gave the company an “outperform” rating in a report on Friday, October 9th. BMO Capital Markets reiterated an “outperform” rating and issued a $665.00 price objective on shares of Mastercard in a research note on Thursday, October 15th. Finally, Royal Bank Of Canada upped their price objective on Mastercard from $696.00 to $742.00 and gave the company an “outperform” rating in a research note on Friday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $713.21.

Insider Activity at Mastercard

In other Mastercard news, Director Julius Genachowski sold 371 shares of the company’s stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $585.01, for a total transaction of $217,038.71. Following the sale, the director directly owned 8,607 shares of the company’s stock, valued at approximately $5,035,181.07. This represents a 4.13% 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the sale, the insider directly owned 40,916 shares of the company’s stock, valued at approximately $23,613,851.08. The trade was a 15.39% 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. Insiders sold 25,403 shares of company stock valued at $15,428,736 in the last ninety days. Insiders own 0.09% of the company’s stock.

Top Mastercard Stories

Investors following MA have been watching these stories:

• Positive Sentiment: Zacks Research raised its EPS estimates across multiple periods, including FY2027 to $22.98 from $22.34 and FY2028 to $26.45 from $25.74. The broad upward revisions suggest improving expectations for earnings growth. Mastercard analyst estimates
• Positive Sentiment: Mastercard opened its largest Asia-Pacific Innovation Centre of Excellence in Singapore, focused on AI-enabled payments, cybersecurity and agentic commerce. The hub could help develop new services and partnerships across the region; the company also plans to add more than 250 specialist roles in Singapore by 2029. Mastercard opens Asia-Pacific Innovation Centre
• Positive Sentiment: A partnership with Sage will bring Mastercard debit-card capabilities into accounting software for small businesses in France, potentially widening its reach in business payments. Mastercard valuation and Sage partnership

Mastercard Price Performance

Shares of NYSE MA traded up $8.53 during midday trading on Friday, reaching $661.13. 1,936,242 shares of the company traded hands, compared to its average volume of 3,351,180. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $681.99. The company has a debt-to-equity ratio of 3.29, a quick ratio of 1.01 and a current ratio of 1.01. The stock’s 50-day simple moving average is $600.12 and its 200-day simple moving average is $542.40. The firm has a market cap of $575.97 billion, a PE ratio of 34.58, a PEG ratio of 1.84 and a beta of 0.78.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share for the quarter, topping the consensus estimate of $5.17 by $0.14. Mastercard had a net margin of 46.73% and a return on equity of 260.86%. The business had revenue of $9.81 billion for the quarter, compared to analyst estimates of $9.66 billion. During the same quarter in the prior year, the firm earned $4.38 EPS. The firm’s quarterly revenue was up 14.0% compared to the same quarter last year. As a group, equities analysts anticipate that Mastercard Incorporated will post 20.01 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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

About Mastercard

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.