ABN AMRO Bank N.V. Sells 3,997 Shares of Mastercard Incorporated $MA

Key Points

• ABN AMRO Bank N.V. cut its Mastercard stake by 6.7% in the fourth quarter, selling 3,997 shares and leaving it with 55,949 shares valued at about $31.9 million.
• Mastercard posted strong quarterly results, with EPS of $4.60 beating estimates and revenue of $8.4 billion topping forecasts; revenue rose 15.8% year over year.
• Analyst sentiment remains mostly positive, but some firms lowered price targets amid concerns about slower cross-border travel growth and broader regulatory risk, including a UK probe into payments companies.

ABN AMRO Bank N.V. trimmed its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 55,949 shares of the credit services provider's stock after selling 3,997 shares during the period. ABN AMRO Bank N.V.'s holdings in Mastercard were worth $31,881,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of MA. Brighton Jones LLC increased its stake in shares of Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider's stock valued at $3,594,000 after buying an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider's stock valued at $1,432,000 after buying an additional 200 shares in the last quarter. Betterment LLC increased its stake in shares of Mastercard by 6.5% in the second quarter. Betterment LLC now owns 947 shares of the credit services provider's stock valued at $532,000 after buying an additional 58 shares in the last quarter. Worldquant Millennium Advisors LLC increased its stake in shares of Mastercard by 35.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider's stock valued at $380,548,000 after buying an additional 178,387 shares in the last quarter. Finally, Darwin Wealth Management LLC acquired a new stake in shares of Mastercard in the second quarter valued at $431,000. Institutional investors own 97.28% of the company's stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a regional SME resilience program in the Middle East and North Africa to help small businesses navigate conflict-related trade disruptions, rising energy costs, and logistics strain, which could expand Mastercard’s role in business payments across the region. Mastercard Rallies Partners to Support MENA Small Businesses
• Positive Sentiment: Mastercard and Yellow Card are piloting stablecoin payment use cases in EEMEA, adding to the company’s push into digital asset and next-generation payment infrastructure. Mastercard, Yellow Card to pilot stablecoin payment use cases in EEMEA
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Mastercard, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Mastercard is being tied to multiple tokenized treasury and stablecoin initiatives with partners like JPMorgan, Ripple, and Ondo, which highlights its growing presence in blockchain-based payments and settlement. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Neutral Sentiment: Several articles note that Mastercard is a trending stock and worth watching, but they do not add new fundamentals or catalysts on their own. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Mastercard is preparing to launch services in Syria after a 15-year hiatus, a potentially incremental market expansion but not an immediate earnings driver. Mastercard prepares to launch services in Syria after 15 years
• Negative Sentiment: Macquarie lowered its price target on Mastercard, and Susquehanna also trimmed its target while noting slower April cross-border travel growth, signaling some caution around near-term volume trends. Here’s Why Macquarie Lowered PT on MasterCard (MA)
• Negative Sentiment: UK regulators are probing Mastercard, Visa, and PayPal over suspected anti-competitive conduct, which could increase legal and compliance risk for the payments industry. UK probes Mastercard, Visa, PayPal over suspected anti-competitive conduct

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on MA shares. JPMorgan Chase & Co. dropped their target price on Mastercard from $685.00 to $655.00 and set an "overweight" rating for the company in a research report on Friday, January 30th. Royal Bank Of Canada cut their price target on Mastercard from $656.00 to $629.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Bank of America initiated coverage on Mastercard in a research note on Thursday, March 5th. They set a "buy" rating and a $700.00 price target on the stock. BNP Paribas Exane raised Mastercard from a "neutral" rating to an "outperform" rating and set a $600.00 price target on the stock in a research note on Thursday, March 19th. Finally, Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an "outperform" rating in a research note on Monday, February 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Mastercard currently has an average rating of "Buy" and an average target price of $657.07.

Mastercard Trading Down 0.0%

NYSE MA opened at $495.39 on Monday. The stock has a 50-day simple moving average of $506.14 and a 200 day simple moving average of $534.56. The company has a market capitalization of $437.71 billion, a PE ratio of 28.67, a P/E/G ratio of 1.55 and a beta of 0.76. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts' consensus estimates of $4.41 by $0.19. The business had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The firm's revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.73 earnings per share. Research analysts forecast that Mastercard Incorporated will post 19.58 EPS for the current year.

Mastercard Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 8th. Investors of record on Thursday, April 9th were issued a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, April 9th. Mastercard's dividend payout ratio is currently 20.14%.

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.

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