Mastercard Incorporated $MA Shares Newly Acquired by TSG Advice Partners LLC

TSG Advice Partners LLC purchased a new stake in Mastercard Incorporated (NYSE:MA) in the third quarter, Holdings Channel.com reports. The firm purchased 1,507 shares of the credit services provider’s stock, valued at approximately $774,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Atlatl Advisers LLC boosted its stake in shares of Mastercard by 2.8% during the 3rd quarter. Atlatl Advisers LLC now owns 586 shares of the credit services provider’s stock valued at $323,000 after buying an additional 16 shares during the last quarter. Foster Group Inc. grew its position in shares of Mastercard by 0.9% during the third quarter. Foster Group Inc. now owns 2,122 shares of the credit services provider’s stock worth $1,170,000 after buying an additional 18 shares in the last quarter. Shakespeare Wealth Management LLC grew its position in shares of Mastercard by 3.8% during the third quarter. Shakespeare Wealth Management LLC now owns 492 shares of the credit services provider’s stock worth $271,000 after buying an additional 18 shares in the last quarter. Bell Investment Advisors Inc increased its stake in shares of Mastercard by 3.6% in the third quarter. Bell Investment Advisors Inc now owns 513 shares of the credit services provider’s stock worth $283,000 after buying an additional 18 shares during the last quarter. Finally, Athena Wealth Management LLC increased its stake in shares of Mastercard by 3.8% in the second quarter. Athena Wealth Management LLC now owns 514 shares of the credit services provider’s stock worth $264,000 after buying an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Mastercard

In other news, insider Sachin Mehra sold 7,444 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the completion of the transaction, the insider owned 40,916 shares of the company’s stock, valued at approximately $23,613,851.08. The trade was a 15.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 371 shares of the business’s stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $585.01, for a total transaction of $217,038.71. Following the transaction, the director directly owned 8,607 shares of the company’s stock, valued at $5,035,181.07. The trade was a 4.13% 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 35,140 shares of company stock worth $20,442,036. Insiders own 0.09% of the company’s stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strong earnings support the rally. Mastercard exceeded quarterly expectations with EPS of $5.31 versus $5.17 expected and revenue of $9.81 billion versus $9.66 billion. Revenue increased 14% year over year, reflecting broad-based growth in the core payment network and value-added services. The 5 most interesting analyst questions from Mastercard’s Q3 earnings call
• Positive Sentiment: Analysts raised their valuation outlook. UBS lifted its target to $750 and retained a Buy rating, while Cantor Fitzgerald raised its target to $765 and maintained Overweight. Additional brokers also increased targets, reinforcing positive sentiment around Mastercard’s earnings growth and execution. UBS Mastercard price-target increase Cantor Fitzgerald Mastercard price-target increase
• Positive Sentiment: AI and cross-border payments partnerships add strategic upside. Mastercard disclosed a broad collaboration with OpenAI involving payments, AI transformation and its Agent Pay platform. Its partnership with Tencent’s TenPay Global will also allow international visitors to use overseas wallets at QR-enabled merchants in China, expanding Mastercard’s reach in digital and agentic commerce. Mastercard forms OpenAI and Tencent partnerships
• Positive Sentiment: New payment channels broaden growth potential. Mastercard and OKX launched a stablecoin-linked card in most U.S. states, while an expanded relationship with India’s largest private bank increases access to small-business and consumer customers. ETF purchases and reported wins in India, China and Germany provide additional demand signals. OKX and Mastercard stablecoin card
• Neutral Sentiment: Wall Street’s bullish consensus is supportive, but analyst recommendations can be overly optimistic. Mastercard’s elevated valuation and remaining intra-Europe cross-border headwinds may limit further upside if growth or payment volumes slow.

Mastercard Price Performance

Shares of MA opened at $658.68 on Tuesday. The firm has a market cap of $577.01 billion, a price-to-earnings ratio of 34.45, a PEG ratio of 1.74 and a beta of 0.76. The stock has a 50 day moving average of $588.35 and a 200-day moving average of $536.78. 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 52 week low of $464.52 and a 52 week high of $661.34.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share for the quarter, beating analysts’ consensus estimates of $5.17 by $0.14. The business had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. Mastercard had a return on equity of 239.99% and a net margin of 46.34%. The business’s quarterly revenue was up 14.0% on a year-over-year basis. During the same period in the previous year, the business earned $4.38 EPS. As a group, analysts forecast that Mastercard Incorporated will post 19.96 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Friday, October 9th will be given a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, October 9th. Mastercard’s dividend payout ratio (DPR) is presently 18.20%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on MA shares. Weiss Ratings raised shares of Mastercard from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, October 2nd. UBS Group raised their price objective on shares of Mastercard from $670.00 to $750.00 and gave the stock a “buy” rating in a report on Friday. Keefe, Bruyette & Woods boosted their target price on shares of Mastercard from $685.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday. Rothschild & Co Redburn cut their target price on shares of Mastercard from $710.00 to $688.00 and set a “buy” rating on the stock in a research note on Wednesday, September 2nd. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $665.00 price target on shares of Mastercard in a research report on Thursday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Mastercard currently has an average rating of “Moderate Buy” and an average target price of $702.91.

Mastercard Company 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.