2,739 Mastercard Incorporated $MA Shares Purchased by Simplicity Wealth LLC

Key Points

• Simplicity Wealth LLC increased its Mastercard holdings by 29.1% in the third quarter, purchasing 2,739 additional shares for a total position worth approximately $6.7 million. Institutional investors collectively own 97.28% of the company.
• Mastercard reported quarterly revenue of $9.28 billion and EPS of $5.04, exceeding analyst expectations, while revenue grew 14.1% year over year. The company also declared a quarterly dividend of $0.87 per share.
• Analysts maintain a favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $683.94. Mastercard is pursuing growth in areas including agentic AI, payment tokenization, stablecoin security and fraud prevention, though payment-network stocks face broader sector pressure ahead of earnings.

Simplicity Wealth LLC increased its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 29.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,159 shares of the credit services provider's stock after buying an additional 2,739 shares during the period. Simplicity Wealth LLC's holdings in Mastercard were worth $6,705,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Robinswood Financial LLC bought a new position in shares of Mastercard during the first quarter valued at approximately $25,000. First Pacific Financial lifted its holdings in shares of Mastercard by 113.8% in the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider's stock worth $31,000 after purchasing an additional 33 shares during the last quarter. Allied Private Wealth LLC bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $34,000. Premier Financial Group bought a new position in Mastercard during the 2nd quarter worth $39,000. Finally, Roxbury Financial LLC grew its stake in Mastercard by 102.6% during the 2nd quarter. Roxbury Financial LLC now owns 79 shares of the credit services provider's stock worth $40,000 after buying an additional 40 shares during the last quarter. Institutional investors own 97.28% of the company's stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding its growth opportunity in business-to-business payments through an “agentic AI” strategy targeting the roughly $80 trillion B2B market. The initiative could support long-term transaction volume and value-added-services growth. Inside Mastercard’s Agentic AI Strategy For The $80 Trillion B2B Payments Market
• Positive Sentiment: UBS said payment tokenization could contribute a low-single-digit percentage to Mastercard’s medium-term revenue growth, while producing a low-to-mid-single-digit contribution to value-added-services growth. This reinforces the investment case for Mastercard’s security and digital-payments businesses. Visa and Mastercard tokenization fees could support revenue growth
• Positive Sentiment: Mastercard launched a Stablecoin Security API that provides real-time risk scoring for fiat-to-stablecoin transactions. The platform could create additional enterprise revenue while positioning Mastercard as an intermediary in regulated digital-asset payments. Mastercard Introduced A Stablecoin Security API
• Positive Sentiment: New initiatives—including an AI assistant for cardholders, expanded fraud protection through First-Party Trust, and partnerships for contactless transit and premium co-branded cards—could improve customer engagement, fraud-related services, and payment volumes across international markets. Mastercard unveils AI assistant to help cardholders use benefits
• Neutral Sentiment: Mastercard is scheduled to report earnings next week. Analysts expect earnings growth and are highlighting the potential for a beat, but investors may remain cautious until management provides updated guidance on consumer spending, cross-border volumes, and operating expenses. MasterCard Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Payment-network stocks, including Mastercard, Visa, and American Express, have been slipping as investors reacted skeptically to American Express’s quarterly results despite a profit outlook improvement. The sector-wide move appears to be weighing on Mastercard independently of its company-specific announcements. American Express Falls Despite Q3 Beat; Visa and Mastercard Slip

Wall Street Analyst Weigh In

MA has been the topic of several analyst reports. Loop Capital increased their target price on Mastercard from $631.00 to $647.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Evercore boosted their price target on shares of Mastercard from $550.00 to $620.00 in a report on Friday, July 31st. Weiss Ratings upgraded shares of Mastercard from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, October 2nd. Rothschild & Co Redburn dropped their price objective on shares of Mastercard from $710.00 to $688.00 and set a "buy" rating on the stock in a report on Wednesday, September 2nd. Finally, KeyCorp increased their price objective on shares of Mastercard from $670.00 to $680.00 and gave the stock an "overweight" rating in a report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Mastercard presently has an average rating of "Moderate Buy" and a consensus target price of $683.94.

Insider Buying and Selling

In related news, Director Julius Genachowski sold 371 shares of Mastercard 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 sale, the director directly owned 8,607 shares in the company, valued at $5,035,181.07. The trade was a 4.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Linda Kirkpatrick sold 4,280 shares of the company's stock in a transaction dated Tuesday, August 4th. The stock was 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 of the company's stock, valued at $17,781,695.49. The trade was a 12.07% 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. In the last 90 days, insiders have sold 72,676 shares of company stock valued at $41,966,586. Company insiders own 0.09% of the company's stock.

Mastercard Stock Performance

Shares of MA stock opened at $622.87 on Friday. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $633.29. The firm has a market capitalization of $545.64 billion, a price-to-earnings ratio of 34.26, a price-to-earnings-growth ratio of 1.78 and a beta of 0.76. The business has a 50 day simple moving average of $581.90 and a 200 day simple moving average of $539.49. The company has a debt-to-equity ratio of 3.96, a current ratio of 1.06 and a quick ratio of 1.06.

Mastercard (NYSE:MA - Get Free Report) last posted its earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS 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 return on equity of 239.99% and a net margin of 46.34%. The firm's revenue was up 14.1% compared to the same quarter last year. During the same period last year, the firm earned $4.15 EPS. On average, equities research analysts anticipate that Mastercard Incorporated will post 19.91 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 paid a $0.87 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard's dividend payout ratio is presently 19.14%.

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.

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