Morningstar Investment Management LLC Sells 3,950 Shares of Mastercard Incorporated $MA

Morningstar Investment Management LLC decreased its position in Mastercard Incorporated (NYSE:MA) by 16.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,840 shares of the credit services provider’s stock after selling 3,950 shares during the period. Mastercard accounts for 0.6% of Morningstar Investment Management LLC’s investment portfolio, making the stock its 28th biggest holding. Morningstar Investment Management LLC’s holdings in Mastercard were worth $9,913,000 at the end of the most recent quarter.

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

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its virtual card platform with new security controls, single-API access, and broader embedded payments capabilities, which could support more B2B transaction volume and deepen relationships with banks and businesses. Mastercard Expands Virtual Card Platform with New Security Controls, Embedded Payments Network and Single API Access
• Positive Sentiment: Mastercard is also pushing into the creator economy with a new business debit card partnership, suggesting continued expansion into newer customer segments and additional payment use cases. Mastercard puts its cards on creators with a new business debit card
• Positive Sentiment: Wall Street still sees room for earnings growth ahead of Mastercard’s upcoming report, and the stock continues to be viewed as a high-margin “payments-tech” compounder. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Truist trimmed its price target to $554 from $561 but kept a Buy rating, which signals slightly less upside than before without changing the overall bullish stance. Read More
• Neutral Sentiment: Several articles highlighted Mastercard’s positioning in agentic AI, virtual cards, and the creator economy, but these are largely strategic updates rather than immediate financial catalysts. Sunrate and Mastercard Release White Paper on Agentic AI and the Future of B2B Global Payments
• Negative Sentiment: Broader market concern around capex spending and the tech sell-off could create some near-term pressure on valuation multiples, even though Mastercard is not a direct AI infrastructure spender. Capex fears trigger biggest Tech sell-off since ‘Liberation Day’

Insider Buying and Selling at Mastercard

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the transaction, the insider directly owned 3,322 shares of the company’s stock, valued at $1,793,880. This trade represents a 5.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the transaction, the insider owned 16,429 shares of the company’s stock, valued at $8,625,225. This trade represents a 22.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 7,005 shares of company stock valued at $3,689,976. Insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on MA. Weiss Ratings reiterated a “hold (c+)” rating on shares of Mastercard in a research note on Tuesday. Clear Str upgraded Mastercard to a “strong-buy” rating in a research note on Thursday, July 16th. Susquehanna dropped their price target on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research report on Friday, May 1st. Royal Bank Of Canada cut their price target on Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Finally, UBS Group reissued a “buy” rating on shares of Mastercard in a report on Thursday, June 25th. Eight equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $653.65.

Mastercard Trading Up 1.7%

Shares of MA opened at $539.48 on Friday. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The stock has a market cap of $476.68 billion, a PE ratio of 31.22, a P/E/G ratio of 1.66 and a beta of 0.73. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The business’s 50-day moving average price is $508.29 and its 200-day moving average price is $515.02.

Mastercard (NYSE:MA) last released its quarterly earnings data 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 company had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. Mastercard’s revenue was up 15.8% compared to the same quarter last year. During the same period last year, the business earned $3.73 earnings per share. On average, equities analysts forecast that Mastercard Incorporated will post 19.62 EPS for the current fiscal year.

Mastercard Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be paid a $0.87 dividend. The ex-dividend date is Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s dividend payout ratio is currently 20.14%.

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.