Andra AP fonden Lowers Stock Position in Mastercard Incorporated $MA

Andra AP fonden lowered its holdings in shares of Mastercard Incorporated (NYSE:MA) by 15.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,889 shares of the credit services provider’s stock after selling 21,600 shares during the period. Mastercard makes up 0.7% of Andra AP fonden’s investment portfolio, making the stock its 27th largest holding. Andra AP fonden’s holdings in Mastercard were worth $60,548,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MA. State Street Corp grew its position in Mastercard by 1.3% during the second quarter. State Street Corp now owns 36,964,305 shares of the credit services provider’s stock valued at $18,984,867,000 after buying an additional 486,283 shares during the period. Altar Rock LLC boosted its stake in shares of Mastercard by 4.4% in the second quarter. Altar Rock LLC now owns 474 shares of the credit services provider’s stock worth $243,000 after acquiring an additional 20 shares during the period. Premier Financial Group bought a new position in Mastercard in the 2nd quarter worth approximately $39,000. Security National Bank of SO Dak purchased a new position in Mastercard during the second quarter valued at $66,000. Finally, Security National Bank of Sioux City Iowa IA bought a new stake in shares of Mastercard in the second quarter worth about $88,000. Institutional investors own 97.28% of the company’s stock.

Analyst Upgrades and Downgrades

MA has been the topic of several recent research reports. Wolfe Research upped their target price on shares of Mastercard from $680.00 to $740.00 and gave the company an “outperform” rating in a research report on Tuesday, August 25th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $701.00 price target on shares of Mastercard in a research note on Thursday, July 30th. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a report on Friday, August 21st. Piper Sandler started coverage on shares of Mastercard in a research note on Monday, June 29th. They set an “overweight” rating and a $597.00 price objective on the stock. Finally, Royal Bank Of Canada lifted their target price on Mastercard from $642.00 to $696.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. Five analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $666.64.

Insider Transactions at Mastercard

In other news, insider Linda Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $570.31, for a total value of $2,440,926.80. Following the sale, the insider directly owned 31,179 shares of the company’s stock, valued at $17,781,695.49. The trade was a 12.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $525.00, for a total value of $2,534,700.00. Following the sale, the insider owned 16,429 shares of the company’s stock, valued at $8,625,225. The trade was a 22.71% decrease in their ownership of the stock. 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 ninety days, insiders have sold 74,623 shares of company stock worth $42,544,606. 0.09% of the stock is owned by insiders.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Stablecoin settlement expands Mastercard’s payment capabilities. Mastercard and SoFi are using stablecoin settlement for SoFi Bank’s debit and credit card programs. The initiative could improve settlement speed and efficiency while positioning Mastercard to benefit from broader digital-asset adoption. Mastercard and SoFi Bring Stablecoin Settlement to Cards as Step One of Broader Rollout
• Positive Sentiment: New commercial and digital-payment partnerships support growth. Mastercard is adding commercial-card capabilities to Upfront’s platform for small and midsize businesses in the Middle East and North Africa. It is also working with Google on passwordless, biometric payments and expanding digital-wallet interoperability. Upfront and Mastercard partner on commercial card payments for MENA SMEs
• Positive Sentiment: Mastercard is advancing agentic commerce. Transactions completed with AI agents through Mastercard’s Agent Pay, including a Danske Bank pilot in Denmark and a Rogers Bank/Flybits test in Canada, could create new payment volume if automated shopping becomes mainstream. Analysts collectively maintain a “Buy” recommendation, providing additional support for the shares. Mastercard Helps Danske Bank With Denmark-First Agentic Transaction
• Neutral Sentiment: Mastercard is reportedly exiting its Pine Labs investment. The approximately $93 million block sale may provide liquidity and realize gains, but it also removes exposure to a potentially valuable fintech asset. The transaction is not expected to materially change Mastercard’s core operating outlook. Mastercard to exit Pine Labs in $93 million block deal
• Negative Sentiment: Legal exposure and strategic uncertainty weigh on sentiment. Mastercard and Visa face a proposed $167.5 million ATM-fee antitrust settlement, which could add costs and reinforce regulatory concerns. Separately, reports that AI-agent interoperability may reduce Mastercard’s exclusive control over agent verification raise questions about future economics in automated commerce. $167.5 million Mastercard, Visa ATM anti-trust settlement could mean money for users

Mastercard Price Performance

Shares of MA stock traded down $8.12 on Tuesday, reaching $559.53. 1,489,488 shares of the company were exchanged, compared to its average volume of 3,554,681. The company has a market cap of $490.15 billion, a price-to-earnings ratio of 30.77, a P/E/G ratio of 1.62 and a beta of 0.74. The business has a 50-day moving average price of $567.94 and a 200 day moving average price of $525.66. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.23.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. During the same period last year, the company posted $4.15 EPS. Mastercard’s quarterly revenue was up 14.1% compared to the same quarter last year. Equities research analysts forecast that Mastercard Incorporated will post 19.9 earnings per share for the current fiscal year.

About Mastercard

Mastercard Incorporated (NYSE: MA) is a global technology company that operates a payments network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payment transactions, including credit, debit, prepaid and commercial payments, by providing the infrastructure used to authorize, clear and settle transactions.

Mastercard’s products and services include its Mastercard-branded payment cards, digital payment tools, contactless payment technology and payment solutions for businesses and governments.