ABN Amro Investment Solutions Has $94.77 Million Stake in Mastercard Incorporated $MA

Key Points

• ABN Amro Investment Solutions increased its Mastercard stake by 4.4% in the second quarter, reaching 184,520 shares valued at approximately $94.77 million. Institutional investors collectively own 97.28% of the company.
• Mastercard reported quarterly EPS of $5.04 and revenue of $9.28 billion, exceeding analyst expectations, while revenue grew 14.1% year over year. The company also pays a $0.87 quarterly dividend, equivalent to a 0.6% yield.
• Analysts remain broadly bullish, with a consensus “Buy” rating and an average price target of $661.93 versus the reported share price of $569.05. Recent growth opportunities include stablecoins, digital payments in Africa and agentic commerce, though premium valuation and some near-term EPS estimate cuts present risks.

ABN Amro Investment Solutions increased its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 4.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 184,520 shares of the credit services provider's stock after acquiring an additional 7,829 shares during the period. Mastercard comprises approximately 0.8% of ABN Amro Investment Solutions' holdings, making the stock its 28th largest holding. ABN Amro Investment Solutions' holdings in Mastercard were worth $94,769,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Robinswood Financial LLC bought a new position in shares of Mastercard in the first quarter valued at about $25,000. E Fund Management Hong Kong Co. Ltd. increased its position in Mastercard by 820.0% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider's stock valued at $26,000 after acquiring an additional 41 shares in the last quarter. Strive Financial Group LLC acquired a new stake in Mastercard in the 4th quarter valued at about $27,000. Hyposwiss Advisors SA bought a new position in shares of Mastercard in the fourth quarter worth about $29,000. Finally, First Pacific Financial grew its stake in shares of Mastercard by 113.8% during the first quarter. First Pacific Financial now owns 62 shares of the credit services provider's stock valued at $31,000 after purchasing an additional 33 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total transaction of $108,000.00. Following the transaction, the insider owned 3,322 shares of the company's stock, valued at $1,793,880. This trade represents a 5.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of the company's stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction 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. The trade was a 22.71% 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 62,913 shares of company stock valued at $35,769,036. Insiders own 0.09% of the company's stock.

Mastercard Price Performance

Shares of MA stock opened at $569.05 on Monday. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $601.77. The stock has a market cap of $498.49 billion, a PE ratio of 31.30, a PEG ratio of 1.71 and a beta of 0.71. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The firm's 50 day moving average price is $530.35 and its two-hundred day moving average price is $516.48.

Mastercard (NYSE:MA - Get Free Report) last released its earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, topping analysts' consensus estimates of $4.77 by $0.27. The firm had revenue of $9.28 billion during the quarter, compared to analyst estimates of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business's quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.15 EPS. As a group, analysts forecast that Mastercard Incorporated will post 19.84 EPS for the current year.

Mastercard Dividend Announcement

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

Analyst Upgrades and Downgrades

MA has been the subject of a number of research reports. Robert W. Baird raised their price target on shares of Mastercard from $660.00 to $680.00 and gave the company an "outperform" rating in a report on Tuesday, July 7th. Royal Bank Of Canada upped their price objective on Mastercard from $629.00 to $642.00 and gave the stock an "outperform" rating in a report on Friday, July 31st. KeyCorp increased their price objective on Mastercard from $670.00 to $680.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Barclays lifted their target price on Mastercard from $640.00 to $660.00 and gave the company an "overweight" rating in a research note on Friday, July 31st. Finally, Susquehanna dropped their target price on Mastercard from $670.00 to $665.00 and set a "positive" rating for the company in a research report on Friday, May 1st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $661.93.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman’s investment adds credibility: Pershing Square disclosed a new Mastercard position as part of its largest portfolio overhaul in years. Ackman’s stated focus on long-term earnings growth and Mastercard’s potential in agentic commerce is providing a positive sentiment catalyst. Reuters article
• Positive Sentiment: Stablecoin expansion creates a new growth opportunity: Mastercard is making a major push into digital dollars and euros, positioning its network and services to benefit as stablecoins gain wider use in payments. This could expand transaction volumes and value-added services, although execution and regulatory risks remain. Motley Fool article
• Positive Sentiment: Digital-payments expansion in Africa: Mastercard and TeamApt announced a strategic collaboration to broaden digital payments across Africa, opening a potentially large market for payment acceptance and financial services. Mastercard and TeamApt article
• Positive Sentiment: Most Zacks Research revisions were favorable: FY2026 EPS estimates increased to $19.72 from $19.40, while FY2027 and FY2028 estimates rose to $22.34 and $25.74, respectively. Estimates for the first three quarters of fiscal 2027 were also raised, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: An analyst described Mastercard as a rare growth-at-a-reasonable-price opportunity, citing double-digit revenue growth, strong margins, cybersecurity services and resilient consumer spending. However, the shares still trade at a premium valuation, making continued execution important. Seeking Alpha article
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $4.99 from $5.01 and Q4 2027 EPS to $5.92 from $6.27. These modest cuts introduce some near-term caution despite the higher full-year forecasts.

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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