Jackson Wealth Management LLC Reduces Stake in Mastercard Incorporated $MA

Jackson Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 90.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,043 shares of the credit services provider’s stock after selling 28,554 shares during the period. Mastercard accounts for 0.9% of Jackson Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding. Jackson Wealth Management LLC’s holdings in Mastercard were worth $1,563,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the company. Riggs Asset Managment Co. Inc. increased its position in Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after buying an additional 18 shares during the last quarter. Castle Rock Wealth Management LLC grew its stake in shares of Mastercard by 2.8% during the 4th quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock worth $387,000 after acquiring an additional 19 shares during the period. Athena Wealth Management LLC increased its holdings in Mastercard by 3.8% in the 2nd quarter. Athena Wealth Management LLC now owns 514 shares of the credit services provider’s stock worth $264,000 after acquiring an additional 19 shares during the last quarter. Novem Group raised its stake in Mastercard by 0.4% in the 2nd quarter. Novem Group now owns 4,680 shares of the credit services provider’s stock valued at $2,404,000 after acquiring an additional 19 shares during the period. Finally, Vista Capital Partners Inc. raised its stake in Mastercard by 4.5% in the 2nd quarter. Vista Capital Partners Inc. now owns 444 shares of the credit services provider’s stock valued at $228,000 after acquiring an additional 19 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: AI-powered payments: Mastercard joined Visa, Fiserv and other companies in forming the Agentic Payments Alliance, which aims to establish standards for payments initiated by artificial-intelligence agents. Common rules could help Mastercard capture emerging transaction volume while reducing fragmentation and security concerns. Visa, Mastercard, and Fiserv Just Joined a Group Writing the Rules for AI Agent Payments
• Positive Sentiment: International expansion: Visa and Mastercard are working to simplify international money transfers, while Mastercard has reportedly processed the first global card payments in Syria. Broader cross-border payment capabilities and entry into a newly reopened market could support long-term transaction growth, although the immediate financial contribution is likely modest. Visa and Mastercard Want to Simplify International Money Transfers Visa, Mastercard process first global payments in Syria
• Positive Sentiment: Analyst and investor support: Erste Group Bank raised its fiscal 2026 EPS forecast for Mastercard. Separately, one market commentary described MA as being near the lower end of its buy zone, suggesting bullish investors may consider a bull call spread. These reports reinforce the view that analysts remain constructive. Mastercard FY2026 EPS Forecast Boosted by Erste Group Bank Investors Can Tap This Spread On Mastercard; Stock In Buy Zone
• Positive Sentiment: Mastercard Lighthouse UAE selected six AI startups, potentially expanding the company’s pipeline of artificial-intelligence payment and commerce partnerships. Mastercard Lighthouse UAE Picks Six AI Startups
• Neutral Sentiment: A comparison with Evertec focuses on which financial-transaction-services stock offers better value. The coverage does not signal a fundamental change at Mastercard, but it highlights that MA’s roughly 32 price-to-earnings ratio leaves valuation important for investors. EVTC vs. MA: Which Stock Is the Better Value Option?
• Negative Sentiment: Mastercard has lagged the S&P 500 over the past year, raising concerns about relative performance despite bullish analyst expectations. With the stock near its 52-week high, investors may also demand continued earnings growth to justify its premium valuation. Is Mastercard Incorporated Stock Underperforming the S&P 500?

Insiders Place Their Bets

In other Mastercard news, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the completion of the sale, the insider directly owned 31,179 shares in the company, valued at $17,781,695.49. The trade was a 12.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction that occurred on 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 directly owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This represents a 5.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,357 shares of company stock valued at $40,637,262 over the last three months. Corporate insiders own 0.09% of the company’s stock.

Mastercard Stock Performance

Mastercard stock opened at $589.32 on Tuesday. The firm’s 50 day simple moving average is $551.25 and its 200 day simple moving average is $519.86. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.62. The firm has a market capitalization of $516.25 billion, a PE ratio of 32.42, a price-to-earnings-growth ratio of 1.79 and a beta of 0.71.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, topping the consensus estimate of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The business had revenue of $9.28 billion during the quarter, compared to analysts’ expectations of $9.08 billion. During the same period in the previous year, the business earned $4.15 earnings per share. The firm’s revenue was up 14.1% on a year-over-year basis. As a group, analysts expect that Mastercard Incorporated will post 19.86 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Thursday, July 9th were paid a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is currently 19.14%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. UBS Group increased their target price on shares of Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Raymond James Financial reaffirmed an “outperform” rating and issued a $632.00 price objective on shares of Mastercard in a report on Friday, July 31st. Robert W. Baird lifted their price objective on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a research note on Tuesday, July 7th. Wolfe Research increased their target price on Mastercard from $680.00 to $740.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 25th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $701.00 price target on shares of Mastercard in a report on Thursday, July 30th. Five analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus target price of $666.64.

Mastercard Company 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.