Mastercard Incorporated $MA Shares Sold by Evercore Wealth Management LLC

Evercore Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 1.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 392,062 shares of the credit services provider’s stock after selling 7,117 shares during the quarter. Mastercard comprises approximately 3.1% of Evercore Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Evercore Wealth Management LLC’s holdings in Mastercard were worth $195,898,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Border to Coast Pensions Partnership Ltd lifted its position in Mastercard by 7.3% during the first quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock valued at $70,089,000 after purchasing an additional 9,504 shares during the period. Assetmark Inc. grew its position in Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after purchasing an additional 9,795 shares during the period. Marble Wealth LLC acquired a new stake in Mastercard during the 4th quarter worth about $1,328,000. Canada Post Corp Registered Pension Plan raised its stake in shares of Mastercard by 6.1% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 65,414 shares of the credit services provider’s stock valued at $37,344,000 after buying an additional 3,768 shares during the last quarter. Finally, Charles Lim Capital Ltd purchased a new stake in shares of Mastercard in the fourth quarter worth about $15,699,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Performance

NYSE MA opened at $551.51 on Tuesday. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The stock’s 50 day simple moving average is $509.21 and its 200-day simple moving average is $514.44. The company has a market cap of $487.31 billion, a PE ratio of 31.92, a price-to-earnings-growth ratio of 1.69 and a beta of 0.73. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The business had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the business earned $3.73 earnings per share. As a group, equities research analysts anticipate that Mastercard Incorporated will post 19.62 EPS for the current fiscal year.

Mastercard Announces Dividend

The business 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 dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, July 9th. Mastercard’s payout ratio is currently 20.14%.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Scam-prevention initiatives could support growth and trust. Mastercard is strengthening its defenses against scams, a move that may improve consumer confidence, reinforce relationships with financial institutions and support the value of its payment network. Mastercard bolsters scam defense
• Positive Sentiment: Potential Vocalink sale is drawing investor attention. A possible sale of Vocalink could allow Mastercard to monetize an asset and sharpen its strategic focus, although the financial impact will depend on transaction terms and execution. The company’s recent earnings momentum is another supportive factor for shareholders. Potential Vocalink Sale and Earnings Momentum
• Positive Sentiment: Expectations remain constructive ahead of earnings. Analysts’ estimates for Mastercard’s June 2026 quarter and key operating metrics are being closely monitored. The upcoming report is expected to provide insight into payment volumes, cross-border activity and consumer spending. Mastercard Q2 earnings estimates
• Neutral Sentiment: Visa and Mastercard earnings will offer an industry read-through. Investors are watching both companies’ results for evidence of the health of consumer spending and cross-border transactions, which could create volatility for MA depending on the reported trends. Visa and Mastercard earnings estimates
• Neutral Sentiment: Mastercard launched a U.S.-dollar corporate debit card with Egypt’s National Bank, expanding its commercial-payments presence in the region. Egypt corporate debit card launch
• Negative Sentiment: Truist issued a pessimistic forecast for MA shares. The bearish outlook presents a counterweight to the positive earnings expectations and could limit upside if Mastercard’s results or guidance disappoint. Truist forecast for Mastercard

Insider Buying and Selling

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $540.00, for a total transaction of $108,000.00. Following the transaction, the insider owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. The trade was a 5.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the firm’s stock in a transaction on 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 sale, the insider directly owned 16,429 shares of the company’s stock, valued at $8,702,934.17. This trade represents a 10.74% 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 sold 7,005 shares of company stock valued at $3,689,976 over the last 90 days. Company insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. UBS Group reissued a “buy” rating on shares of Mastercard in a report on Thursday, June 25th. Robert W. Baird raised their price objective on shares of Mastercard from $660.00 to $680.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Piper Sandler started coverage on shares of Mastercard in a report on Monday, June 29th. They set an “overweight” rating and a $597.00 target price for the company. Susquehanna decreased their target price on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating for the company in a research note on Friday, May 1st. Finally, Clear Str raised shares of Mastercard to a “strong-buy” rating in a report on Thursday, July 16th. Eight analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Mastercard currently has a consensus rating of “Buy” and an average target price of $653.65.

Mastercard Profile

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.