Swiss Life Asset Management Ltd reduced its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 17.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 269,841 shares of the credit services provider’s stock after selling 57,950 shares during the period. Mastercard comprises 0.6% of Swiss Life Asset Management Ltd’s investment portfolio, making the stock its 29th largest holding. Swiss Life Asset Management Ltd’s holdings in Mastercard were worth $138,590,000 as of its most recent SEC filing.
Several other large investors also recently bought and sold shares of MA. Border to Coast Pensions Partnership Ltd grew its stake in shares of Mastercard by 7.3% in the first quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock valued at $70,089,000 after buying an additional 9,504 shares in the last quarter. Canada Post Corp Registered Pension Plan grew its position in shares of Mastercard by 6.1% during the fourth quarter. Canada Post Corp Registered Pension Plan now owns 65,414 shares of the credit services provider’s stock worth $37,344,000 after buying an additional 3,768 shares in the last quarter. Marble Wealth LLC bought a new stake in shares of Mastercard in the fourth quarter worth $1,328,000. Charles Lim Capital Ltd acquired a new stake in Mastercard in the fourth quarter valued at $15,699,000. Finally, Gamco Investors INC. ET AL raised its holdings in Mastercard by 5.4% in the first quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock valued at $14,093,000 after acquiring an additional 1,434 shares in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.
Insider Buying and Selling at Mastercard
In related news, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $540.00, for a total transaction of $108,000.00. Following the completion of the transaction, the insider owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. The trade was a 5.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total value of $2,534,700.00. Following the completion of the sale, the insider directly owned 16,429 shares of the company’s stock, valued at $8,625,225. This represents a 22.71% 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 worth $40,637,262 in the last ninety days. Company insiders own 0.09% of the company’s stock.
Wall Street Analysts Forecast Growth
View Our Latest Stock Analysis on Mastercard
Mastercard Stock Up 1.1%
Shares of Mastercard stock opened at $580.26 on Friday. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. The company has a market cap of $508.31 billion, a P/E ratio of 31.92, a P/E/G ratio of 1.72 and a beta of 0.72. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. The stock has a 50-day moving average price of $538.80 and a 200 day moving average price of $518.06.
Mastercard (NYSE:MA – Get Free Report) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. The company had revenue of $9.28 billion for 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 firm’s quarterly revenue was up 14.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.15 EPS. As a group, analysts expect that Mastercard Incorporated will post 19.86 EPS for the current fiscal year.
Mastercard Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Thursday, July 9th were issued a $0.87 dividend. The ex-dividend date was Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio is currently 19.14%.
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 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.
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