Resona Asset Management Co. Ltd. Sells 28,231 Shares of Mastercard Incorporated $MA

Resona Asset Management Co. Ltd. lowered its stake in Mastercard Incorporated (NYSE:MA) by 10.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 245,326 shares of the credit services provider’s stock after selling 28,231 shares during the quarter. Mastercard makes up approximately 0.6% of Resona Asset Management Co. Ltd.’s investment portfolio, making the stock its 26th largest position. Resona Asset Management Co. Ltd.’s holdings in Mastercard were worth $125,796,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its position in Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after acquiring an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. grew its position in shares of Mastercard by 8.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after acquiring an additional 200 shares during the period. Betterment LLC grew its position in shares of Mastercard by 6.5% in the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after acquiring an additional 58 shares during the period. Worldquant Millennium Advisors LLC increased its stake in shares of Mastercard by 35.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after purchasing an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new position in shares of Mastercard during the 2nd quarter worth about $431,000. Institutional investors own 97.28% of the company’s stock.

Insider Activity at Mastercard

In related news, insider J. Mehra Sachin sold 7,444 shares of Mastercard stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the completion of the sale, the insider directly owned 40,916 shares of the company’s stock, valued at approximately $23,613,851.08. This trade represents a 15.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 16,628 shares of the business’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $567.68, for a total value of $9,439,383.04. Following the completion of the sale, the chief executive officer owned 115,921 shares of the company’s stock, valued at $65,806,033.28. This trade represents a 12.54% 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 have sold 71,357 shares of company stock valued at $40,637,262 in the last 90 days. Corporate insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on MA. Morgan Stanley raised their target price on shares of Mastercard from $679.00 to $681.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. The Goldman Sachs Group reissued a “buy” rating and set a $701.00 price target on shares of Mastercard in a research report on Thursday, July 30th. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Royal Bank Of Canada raised their price objective on Mastercard from $629.00 to $642.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, Keefe, Bruyette & Woods boosted their target price on Mastercard from $665.00 to $685.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $661.93.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is positioning its network for “agentic payments,” in which artificial-intelligence agents make purchases for consumers. Its participation in the Agentic Payments Alliance and CEO Michael Miebach’s comments suggest the company is working to establish standards and capture transaction volume from this emerging market. How Mastercard CEO is preparing for a world where AI agents do the shopping
• Positive Sentiment: Mastercard’s latest quarterly results showed earnings per share of $5.04 and revenue of $9.28 billion, exceeding analyst estimates. Revenue increased 14.1% year over year, reinforcing the company’s growth and profitability profile.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Buy” rating and an average price target of $661.93. However, valuation assessments are mixed: some intrinsic-value models indicate upside, while earnings-based measures suggest MA trades at a premium. Can Mastercard stay cheap as AI payments expand?
• Neutral Sentiment: Mastercard appointed Yasemin Bedir as president of its Eastern Europe, Middle East and Africa region. The change could support regional expansion, but no immediate financial impact was announced. Mastercard appoints Yasemin Bedir as EEMEA president
• Negative Sentiment: A reported UK legal ruling could make millions of people eligible for approximately £70 in compensation related to Mastercard card-fee claims. The potential financial liability and scope of the case remain unclear, but the development adds litigation risk. Mastercard ruling as millions could get compensation
• Negative Sentiment: Chief Business Officer Sachin J. Mehra sold 8,444 shares for roughly $4.87 million across August 19–20. The trades were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although they may weigh modestly on sentiment. Mastercard insider trading filing

Mastercard Stock Performance

Shares of MA stock opened at $580.26 on Friday. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77. The company has a market capitalization of $508.31 billion, a price-to-earnings ratio of 31.92, a PEG ratio of 1.72 and a beta of 0.72. The company has a 50-day simple moving average of $538.80 and a 200 day simple moving average of $518.06. 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 released its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating the consensus estimate of $4.77 by $0.27. The firm had revenue of $9.28 billion for the quarter, compared to analysts’ expectations of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business’s revenue was up 14.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.15 EPS. On average, sell-side analysts predict that Mastercard Incorporated will post 19.86 earnings per share for the current year.

Mastercard Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Thursday, July 9th were paid a dividend of $0.87 per share. The ex-dividend date was 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 (DPR) is 19.14%.

About Mastercard

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.