Mastercard Incorporated $MA Shares Sold by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC decreased its stake in shares of Mastercard Incorporated (NYSE:MA) by 4.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,896 shares of the credit services provider’s stock after selling 1,712 shares during the period. Segall Bryant & Hamill LLC’s holdings in Mastercard were worth $16,437,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Border to Coast Pensions Partnership Ltd grew its holdings in Mastercard by 7.3% in the 1st quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock worth $70,089,000 after buying an additional 9,504 shares in the last quarter. Assetmark Inc. raised its stake in Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock valued at $130,902,000 after acquiring an additional 9,795 shares in the last quarter. Marble Wealth LLC acquired a new position in Mastercard during the 4th quarter worth $1,328,000. Canada Post Corp Registered Pension Plan boosted its position in 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 worth $37,344,000 after acquiring an additional 3,768 shares during the period. Finally, Charles Lim Capital Ltd bought a new position in shares of Mastercard in the fourth quarter worth $15,699,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Mastercard reported adjusted EPS of $5.04 versus the $4.77 consensus and revenue of $9.28 billion versus expectations of $9.08 billion. Revenue increased 14.1% year over year, driven by resilient consumer spending, higher payment volumes, cross-border transactions and value-added services. Mastercard profit jumps as stable spending drives transaction volumes
• Positive Sentiment: Management issued constructive growth commentary. Mastercard expects third-quarter net revenue growth at the high end of the low-double-digit range, with the anticipated BVNK deal closing providing an additional strategic growth opportunity. Mastercard expects Q3 2026 net revenue growth
• Positive Sentiment: Agentic commerce is becoming a key growth narrative. The company is developing AI-enabled payment flows, fraud protection and security tools designed to let Mastercard participate as AI agents increasingly conduct purchases. Analysts also raised their price targets to $680 and $685, maintaining bullish ratings.
• Neutral Sentiment: Mastercard launched Egypt’s first U.S.-dollar corporate debit card with National Bank of Egypt, expanding its commercial-payments footprint. The company also continues to promote virtual cards, scam prevention and B2B payment controls.
• Negative Sentiment: Valuation remains a concern. After a roughly 59.9% five-year return, some analysts argue MA shares already reflect substantial growth expectations. With the stock trading at an elevated earnings multiple, investors may be taking profits or demanding stronger future growth before bidding shares higher. Is Mastercard Getting Too Expensive For Its Growth?

Mastercard Price Performance

Shares of NYSE MA opened at $573.64 on Friday. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The company has a current ratio of 1.06, a quick ratio of 0.98 and a debt-to-equity ratio of 3.96. The company has a market capitalization of $506.85 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 1.79 and a beta of 0.73. The firm has a 50-day moving average of $514.87 and a two-hundred day moving average of $514.64.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. The business had revenue of $9.28 billion for the quarter, compared to analysts’ expectations of $9.08 billion. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The company’s quarterly revenue was up 14.1% on a year-over-year basis. During the same period in the previous year, the firm posted $4.15 EPS. As a group, analysts expect that Mastercard Incorporated will post 19.72 earnings per share 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 is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. Mastercard’s dividend payout ratio is currently 20.14%.

Insider Buying and Selling

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the transaction, the insider directly owned 3,322 shares of the company’s stock, valued at $1,793,880. This represents a 5.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $1,047,276.21. Following the completion of the transaction, the insider owned 16,429 shares in the company, valued at $8,702,934.17. This represents a 10.74% 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 7,005 shares of company stock valued at $3,689,976 over the last three months. 0.09% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

MA has been the topic of a number of recent analyst reports. Citigroup cut their price objective on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. The Goldman Sachs Group restated a “buy” rating and set a $701.00 price target on shares of Mastercard in a research report on Thursday. Keefe, Bruyette & Woods upped their price target on shares of Mastercard from $665.00 to $685.00 and gave the stock an “outperform” rating in a research note on Friday. Barclays increased their price objective on shares of Mastercard from $640.00 to $660.00 and gave the company an “overweight” rating in a report on Friday. Finally, UBS Group boosted their target price on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a report on Friday. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and an average target price of $657.33.

Mastercard Company 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.