Sumitomo Mitsui Trust Group Inc. Has $1.05 Billion Holdings in Mastercard Incorporated $MA

Sumitomo Mitsui Trust Group Inc. lessened its position in Mastercard Incorporated (NYSE:MA) by 2.8% in the first quarter, HoldingsChannel reports. The fund owned 2,099,454 shares of the credit services provider’s stock after selling 59,560 shares during the quarter. Mastercard makes up approximately 0.7% of Sumitomo Mitsui Trust Group Inc.’s holdings, making the stock its 21st largest holding. Sumitomo Mitsui Trust Group Inc.’s holdings in Mastercard were worth $1,049,013,000 as of its most recent SEC filing.

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

Analyst Ratings Changes

A number of research firms recently weighed in on MA. BMO Capital Markets initiated coverage on shares of Mastercard in a report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price on the stock. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. UBS Group reissued a “buy” rating on shares of Mastercard in a research note on Thursday, June 25th. Royal Bank Of Canada dropped their target price on Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. Six investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $653.78.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its Click to Pay offering with stc pay Bahrain, which could support longer-term transaction growth by making online checkout faster and more secure through tokenization, biometric authentication, and passkeys. stc pay Bahrain adds Mastercard Click to Pay for online checkout
• Positive Sentiment: Analysts remain constructive on MA: TD Cowen and Robert W. Baird both reiterated bullish ratings and raised price targets, signaling expectations for upside from current levels. Mastercard price target changes
• Positive Sentiment: Mastercard said it will release second-quarter 2026 results on July 30, which keeps attention on fundamentals and could become a catalyst if results show strong payment-volume growth and profitability. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider disclosed a small pre-planned sale of 200 shares under a Rule 10b5-1 trading plan. The transaction is not especially meaningful on its own, but it adds a slightly cautious tone. SEC insider filing
• Negative Sentiment: Broader commentary on the payments sector highlighted regulatory fee pressure, stablecoin competition, and alternative payment rails, which could weigh on sentiment toward Mastercard and other legacy card networks. Mastercard stock reference

Mastercard Stock Down 2.2%

Mastercard stock opened at $519.91 on Thursday. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $601.77. The stock has a market cap of $459.39 billion, a PE ratio of 30.09, a price-to-earnings-growth ratio of 1.66 and a beta of 0.73. The firm’s 50-day simple moving average is $499.34 and its 200 day simple moving average is $517.82. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98.

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

Mastercard Announces Dividend

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

Insider Buying and Selling

In related news, insider Raj Seshadri sold 1,977 shares of the stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total transaction 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 approximately $8,702,934.17. This trade represents a 10.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction 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 sale, the insider owned 3,322 shares in the company, valued at $1,793,880. This trade represents a 5.68% 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. Insiders have sold 7,005 shares of company stock valued at $3,689,976 over the last ninety days. 0.09% of the stock is currently owned by company insiders.

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.