Investment House LLC Sells 2,412 Shares of Mastercard Incorporated $MA

Investment House LLC lessened its holdings in shares of Mastercard Incorporated (NYSE:MA) by 13.2% in the third quarter, Holdings Channel.com reports. The firm owned 15,914 shares of the credit services provider’s stock after selling 2,412 shares during the period. Investment House LLC’s holdings in Mastercard were worth $8,776,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its stake in Mastercard by 0.9% during the 3rd quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 4,667 shares of the credit services provider’s stock valued at $2,574,000 after acquiring an additional 40 shares during the last quarter. Marion Wealth Management grew its holdings in Mastercard by 1.4% during the 3rd quarter. Marion Wealth Management now owns 6,580 shares of the credit services provider’s stock worth $3,629,000 after acquiring an additional 92 shares in the last quarter. Cypress Wealth Services LLC increased its position in shares of Mastercard by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 1,501 shares of the credit services provider’s stock worth $850,000 after purchasing an additional 29 shares during the last quarter. Magnus Financial Group LLC increased its position in shares of Mastercard by 8.3% in the 3rd quarter. Magnus Financial Group LLC now owns 1,649 shares of the credit services provider’s stock worth $910,000 after purchasing an additional 126 shares during the last quarter. Finally, Momentous Wealth Management Inc. acquired a new stake in shares of Mastercard in the 3rd quarter valued at about $235,000. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Mastercard

In related news, CFO Ling Hai sold 4,317 shares of the company’s stock in a transaction dated Friday, October 16th. The shares were sold at an average price of $620.00, for a total value of $2,676,540.00. Following the completion of the sale, the chief financial officer owned 35,750 shares of the company’s stock, valued at $22,165,000. This represents a 10.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 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 shares were sold at an average price of $584.00, for a total transaction of $1,907,344.00. Following the transaction, the insider owned 36,650 shares in the company, valued at $21,403,600. This represents a 8.18% 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. Over the last quarter, insiders sold 72,676 shares of company stock valued at $41,966,586. 0.09% of the stock is currently owned by insiders.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Tokenization could support revenue growth. UBS estimates payment-tokenization services may contribute low-single-digit percentage growth to Mastercard’s overall revenue and low-to-mid-single-digit growth in value-added services as digital payments expand and fraud prevention becomes more important. Visa and Mastercard tokenization fees could support revenue growth, UBS says
• Positive Sentiment: Upcoming earnings expectations are favorable. Analysts anticipate year-over-year earnings growth in Mastercard’s upcoming report, while recent results have exceeded consensus estimates for both earnings and revenue. This is reinforcing expectations for another potential earnings beat. MasterCard Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: Mastercard is expanding its technology and payments ecosystem. New initiatives include AI tools that help cardholders use benefits, developer APIs for AI-agent payments, stablecoin risk-assessment capabilities and a Global Money Platform developed with BVNK. These products could create future revenue streams and strengthen Mastercard’s role in digital commerce. Mastercard unveils AI assistant to help cardholders use benefits
• Positive Sentiment: Partnerships broaden payment volume opportunities. Agreements with Aurionpro for contactless transit payments in North America and BankIslami for Shariah-compliant cards could expand Mastercard’s acceptance footprint and transaction volumes. Its First-Party Trust program also targets rising “friendly fraud,” supporting merchant demand for Mastercard’s security services. Aurionpro, Mastercard Partner on Contactless Transit Payments in North America
• Neutral Sentiment: Valuation and execution remain considerations. Mastercard has substantially outperformed the broader market and trades at a premium earnings multiple. Investors will likely focus on whether upcoming results and guidance justify that valuation, particularly as the shares approach their 52-week high. Is the Market Underpricing Mastercard Stock?

Analyst Ratings Changes

Several brokerages have recently commented on MA. UBS Group increased their price target on shares of Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. lifted their price target on Mastercard from $655.00 to $720.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. TD Cowen boosted their price objective on Mastercard from $664.00 to $667.00 and gave the company a “buy” rating in a report on Friday, July 31st. KeyCorp upped their price objective on Mastercard from $670.00 to $680.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Finally, Robert W. Baird lifted their target price on Mastercard from $660.00 to $710.00 and gave the stock an “outperform” rating in a research report on Friday, October 9th. Two investment 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 company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $682.66.

Mastercard Stock Performance

Shares of NYSE MA opened at $632.46 on Friday. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $633.29. The stock has a market capitalization of $554.04 billion, a P/E ratio of 34.79, a P/E/G ratio of 1.77 and a beta of 0.76. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96. The firm’s 50-day moving average price is $580.82 and its two-hundred day moving average price is $538.90.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $9.08 billion. During the same period last year, the business posted $4.15 earnings per share. The firm’s quarterly revenue was up 14.1% compared to the same quarter last year. As a group, sell-side analysts forecast that Mastercard Incorporated will post 19.91 earnings per share for the current year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Friday, October 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s payout ratio is presently 19.14%.

Mastercard Company Profile

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 electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.