Mastercard Incorporated $MA Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Mastercard Incorporated (NYSE:MA) by 1.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 121,886 shares of the credit services provider’s stock after buying an additional 1,658 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Mastercard were worth $67,216,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Border to Coast Pensions Partnership Ltd raised its holdings 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 worth $70,089,000 after purchasing an additional 9,504 shares in the last quarter. Gamco Investors INC. ET AL boosted its stake in Mastercard by 5.4% during the 1st quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock valued at $14,093,000 after purchasing an additional 1,434 shares in the last quarter. Patriot Financial Group Insurance Agency LLC boosted its stake in Mastercard by 105.1% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 12,834 shares of the credit services provider’s stock valued at $6,412,000 after purchasing an additional 6,576 shares in the last quarter. Hsbc Holdings PLC increased its position in shares of Mastercard by 5.3% during the 2nd quarter. Hsbc Holdings PLC now owns 1,656,528 shares of the credit services provider’s stock valued at $850,004,000 after purchasing an additional 82,793 shares during the period. Finally, SteelPeak Wealth LLC increased its position in shares of Mastercard by 50.1% during the 1st quarter. SteelPeak Wealth LLC now owns 14,003 shares of the credit services provider’s stock valued at $6,996,000 after purchasing an additional 4,675 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Price Performance

NYSE MA opened at $616.65 on Tuesday. The stock has a market capitalization of $540.20 billion, a P/E ratio of 33.92, a P/E/G ratio of 1.76 and a beta of 0.76. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $622.49. The business’s fifty day moving average is $577.08 and its two-hundred day moving average is $536.11. 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 (NYSE:MA) last announced its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. The company had revenue of $9.28 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.15 EPS. On average, research analysts forecast that Mastercard Incorporated will post 19.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

Insider Activity at Mastercard

In related news, insider Sachin Mehra sold 3,266 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total value of $1,907,344.00. Following the completion of the transaction, the insider owned 36,650 shares in the company, valued at $21,403,600. This trade represents a 8.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 15,372 shares of Mastercard stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $575.00, for a total value of $8,838,900.00. Following the completion of the transaction, the chief executive officer directly owned 93,693 shares in the company, valued at $53,873,475. This represents a 14.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 72,676 shares of company stock valued at $41,966,586 over the last ninety days. Company insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on MA. Cantor Fitzgerald boosted their price objective on Mastercard from $650.00 to $695.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Barclays raised their target price on Mastercard from $640.00 to $660.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. TD Cowen raised their target price on Mastercard from $664.00 to $667.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Daiwa Securities Group lifted their target price on Mastercard from $580.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, August 6th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $665.00 price target on shares of Mastercard in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Mastercard currently has a consensus rating of “Moderate Buy” and a consensus target price of $682.66.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard introduced a Stablecoin Security tool that combines payment and blockchain intelligence to detect fraud, scams and sanctions exposure before funds move on-chain. The product could support wider stablecoin adoption and create opportunities in fraud prevention and risk-management services. Mastercard introduces risk intelligence to stablecoin payments
• Positive Sentiment: The company is expanding its digital-asset capabilities, including stablecoin payment and card services across approximately 130 countries, as reported stablecoin payments rose 45% to $482 billion. This strengthens Mastercard’s role in connecting crypto-based payments with traditional commerce. Mastercard expands crypto team as stablecoins take center stage
• Positive Sentiment: Mastercard launched an AI-powered Agent Detection Score to estimate whether transactions were initiated by software rather than humans. The technology may help manage fraud and trust risks as autonomous shopping agents become more prevalent. Mastercard unveiled an AI Agent Detection Score
• Positive Sentiment: New partnerships with Extend, Moovn, BankIslami and Powertranz broaden Mastercard’s business-software, digital-payment and regional offerings, potentially supporting future transaction growth.
• Neutral Sentiment: U.S. officials are pressing China over independent market access for Mastercard’s payments network. Greater access could provide a significant growth opportunity, but the timing and outcome remain uncertain. U.S. officials press China on market access
• Negative Sentiment: CFO Ling Hai sold 4,317 shares for approximately $2.7 million under a pre-arranged Rule 10b5-1 trading plan, reducing direct ownership by 10.77%. The scheduled nature of the sale limits its significance, but it may create modest negative sentiment.
• Negative Sentiment: Mastercard’s shares are near their 52-week high and trade at roughly 34 times earnings, leaving the stock vulnerable to profit-taking if upcoming results or guidance do not sustain elevated growth expectations.

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.