1,227 Mastercard Incorporated $MA Shares Sold by TrinityBridge Ltd

TrinityBridge Ltd lowered its position in Mastercard Incorporated (NYSE:MA) by 0.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 133,027 shares of the credit services provider’s stock after selling 1,227 shares during the period. Mastercard makes up approximately 2.1% of TrinityBridge Ltd’s investment portfolio, making the stock its 14th largest holding. TrinityBridge Ltd’s holdings in Mastercard were worth $73,377,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Gamco Investors INC. ET AL grew its holdings in Mastercard by 5.4% during the first quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock worth $14,093,000 after acquiring an additional 1,434 shares during the period. Reynders McVeigh Capital Management LLC boosted its position in Mastercard by 2.2% in the 2nd quarter. Reynders McVeigh Capital Management LLC now owns 141,828 shares of the credit services provider’s stock worth $72,843,000 after purchasing an additional 3,006 shares in the last quarter. Hsbc Holdings PLC boosted its position in Mastercard by 5.3% in the 2nd quarter. Hsbc Holdings PLC now owns 1,656,528 shares of the credit services provider’s stock worth $850,004,000 after purchasing an additional 82,793 shares in the last quarter. SteelPeak Wealth LLC grew its stake 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 worth $6,996,000 after purchasing an additional 4,675 shares during the period. Finally, Rockland Trust Co. grew its stake in shares of Mastercard by 6.2% during the 3rd quarter. Rockland Trust Co. now owns 81,392 shares of the credit services provider’s stock worth $44,885,000 after purchasing an additional 4,751 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Insider Transactions at Mastercard

In other Mastercard news, insider Sachin Mehra sold 3,266 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $584.00, for a total value of $1,907,344.00. Following the completion of the sale, the insider owned 36,650 shares in the company, valued at approximately $21,403,600. This represents a 8.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ling Hai sold 4,317 shares of the firm’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $641.00, for a total transaction of $2,767,197.00. Following the completion of the transaction, the chief financial officer directly owned 35,750 shares in the company, valued at $22,915,750. This trade represents a 10.77% 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. Insiders sold 25,403 shares of company stock valued at $15,428,736 over the last 90 days. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on MA. Bank of America lifted their target price on shares of Mastercard from $700.00 to $735.00 and gave the company a “buy” rating in a report on Friday, July 31st. KeyCorp raised their price target on shares of Mastercard from $722.00 to $735.00 and gave the company an “overweight” rating in a research report on Friday. Rothschild & Co Redburn cut their price objective on shares of Mastercard from $710.00 to $688.00 and set a “buy” rating for the company in a report on Wednesday, September 2nd. JPMorgan Chase & Co. lifted their price objective on shares of Mastercard from $720.00 to $755.00 and gave the company an “overweight” rating in a report on Friday, October 30th. Finally, Piper Sandler upped their price objective on shares of Mastercard from $597.00 to $710.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Mastercard currently has a consensus rating of “Moderate Buy” and an average target price of $702.91.

Mastercard Trading Down 1.7%

Shares of NYSE:MA opened at $647.13 on Wednesday. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $661.34. The firm has a market capitalization of $566.89 billion, a price-to-earnings ratio of 33.85, a price-to-earnings-growth ratio of 1.86 and a beta of 0.78. The company has a debt-to-equity ratio of 3.29, a current ratio of 1.01 and a quick ratio of 1.01. The business’s 50 day moving average price is $589.30 and its 200-day moving average price is $537.28.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. The company had revenue of $9.81 billion during the quarter, compared to analyst estimates of $9.66 billion. Mastercard had a net margin of 46.73% and a return on equity of 260.86%. The firm’s revenue was up 14.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.38 EPS. On average, equities research analysts forecast that Mastercard Incorporated will post 19.99 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Friday, October 9th will be paid a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, October 9th. Mastercard’s dividend payout ratio is currently 18.20%.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard reported third-quarter revenue of $9.81 billion, up 14% year over year, and earnings per share of $5.31, exceeding analyst expectations. Management cited broad growth across its payments network and value-added services. Q3 results and growth drivers
• Positive Sentiment: Mastercard is expanding its agentic-commerce and cross-border payments efforts through partnerships with OpenAI and Tencent, including plans to deepen remittance ties and enable overseas wallets to pay at participating QR merchants in China. These initiatives could broaden payment volume and acceptance over time. OpenAI and Tencent partnerships Tencent payment and remittance plans
• Positive Sentiment: Several analysts raised their price targets after the earnings report, including UBS to $750 and Cantor Fitzgerald to $765, reflecting confidence in Mastercard’s growth outlook. Cantor Fitzgerald target increase
• Neutral Sentiment: Mastercard introduced free cybersecurity lessons for European small and midsize businesses. The program may strengthen customer relationships and resilience, though its direct financial impact is unclear. Cybersecurity lessons for SMEs
• Negative Sentiment: CFO Ling Hai sold roughly 8,635 shares across two transactions, reducing his stake by about 10.8%. The sales were made under a pre-arranged Rule 10b5-1 plan, which can temper concerns that they reflect a fresh view on the company. SEC filing on CFO share sales

Mastercard 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.