First Nebraska Trust Co Purchases New Holdings in Mastercard Incorporated $MA

Key Points

• First Nebraska Trust Co. acquired 3,358 Mastercard shares valued at approximately $1.68 million, while institutional investors collectively own 97.28% of the company.
• Mastercard beat quarterly expectations with $5.04 adjusted EPS and $9.28 billion in revenue, up 14.1% year over year. Management also projected low-double-digit revenue growth for the next quarter.
• The company declared a quarterly dividend of $0.87 per share, equivalent to a 0.6% annualized yield. Wall Street maintains a consensus “Buy” rating with an average price target of $657.33, although elevated valuation remains a concern.

First Nebraska Trust Co acquired a new position in Mastercard Incorporated (NYSE:MA - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,358 shares of the credit services provider's stock, valued at approximately $1,678,000.

Several other large investors have also recently bought and sold shares of the company. Border to Coast Pensions Partnership Ltd grew its position in shares of Mastercard by 7.3% during the 1st quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider's stock worth $70,089,000 after buying an additional 9,504 shares during the period. Assetmark Inc. grew its holdings in Mastercard by 4.5% during the fourth quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider's stock valued at $130,902,000 after purchasing an additional 9,795 shares during the period. Canada Post Corp Registered Pension Plan grew its holdings in Mastercard by 6.1% during the fourth quarter. Canada Post Corp Registered Pension Plan now owns 65,414 shares of the credit services provider's stock valued at $37,344,000 after purchasing an additional 3,768 shares during the period. Marble Wealth LLC bought a new stake in Mastercard in the fourth quarter valued at approximately $1,328,000. Finally, Charles Lim Capital Ltd acquired a new stake in Mastercard in the fourth quarter worth $15,699,000. Institutional investors and hedge funds own 97.28% of the company's stock.

Mastercard Trading Down 0.6%

Shares of NYSE:MA opened at $573.64 on Friday. The firm has a market cap of $506.85 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 1.79 and a beta of 0.73. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company's fifty day simple moving average is $514.87 and its 200 day simple moving average is $514.64. The company has a quick ratio of 0.98, a current ratio of 1.06 and a debt-to-equity ratio of 3.96.

Mastercard (NYSE:MA - Get Free Report) last announced its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share 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 company's revenue for the quarter was up 14.1% compared to the same quarter last year. During the same period in the prior year, the business earned $4.15 EPS. As a group, research analysts forecast that Mastercard Incorporated will post 19.72 EPS for the current fiscal year.

Mastercard Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be given 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 is Thursday, July 9th. Mastercard's dividend payout ratio (DPR) is currently 20.14%.

Insider Buying and Selling

In other news, insider Raj Seshadri sold 1,977 shares of the firm's stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the completion of the transaction, the insider directly owned 16,429 shares of the company's stock, valued at $8,702,934.17. This trade represents a 10.74% decrease in their position. The sale was disclosed in a legal filing 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 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 completion of the sale, the insider owned 3,322 shares in the company, valued at $1,793,880. This trade represents a 5.68% decrease in their ownership of the stock. 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 three months, insiders sold 7,005 shares of company stock worth $3,689,976. 0.09% of the stock is owned by insiders.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Mastercard reported adjusted EPS of $5.04 versus the $4.77 consensus and revenue of $9.28 billion versus expectations of $9.08 billion. Revenue increased 14.1% year over year, driven by resilient consumer spending, higher payment volumes, cross-border transactions and value-added services. Mastercard profit jumps as stable spending drives transaction volumes
• Positive Sentiment: Management issued constructive growth commentary. Mastercard expects third-quarter net revenue growth at the high end of the low-double-digit range, with the anticipated BVNK deal closing providing an additional strategic growth opportunity. Mastercard expects Q3 2026 net revenue growth
• Positive Sentiment: Agentic commerce is becoming a key growth narrative. The company is developing AI-enabled payment flows, fraud protection and security tools designed to let Mastercard participate as AI agents increasingly conduct purchases. Analysts also raised their price targets to $680 and $685, maintaining bullish ratings.
• Neutral Sentiment: Mastercard launched Egypt’s first U.S.-dollar corporate debit card with National Bank of Egypt, expanding its commercial-payments footprint. The company also continues to promote virtual cards, scam prevention and B2B payment controls.
• Negative Sentiment: Valuation remains a concern. After a roughly 59.9% five-year return, some analysts argue MA shares already reflect substantial growth expectations. With the stock trading at an elevated earnings multiple, investors may be taking profits or demanding stronger future growth before bidding shares higher. Is Mastercard Getting Too Expensive For Its Growth?

Wall Street Analyst Weigh In

MA has been the subject of several research analyst reports. Weiss Ratings reissued a "hold (c+)" rating on shares of Mastercard in a report on Tuesday, July 21st. Morgan Stanley raised their price objective on Mastercard from $679.00 to $681.00 and gave the stock an "overweight" rating in a research note on Friday. Loop Capital reiterated a "buy" rating and set a $631.00 target price on shares of Mastercard in a report on Wednesday, June 3rd. UBS Group boosted their target price on Mastercard from $640.00 to $670.00 and gave the company a "buy" rating in a research note on Friday. Finally, Barclays increased their price target on Mastercard from $640.00 to $660.00 and gave the stock an "overweight" rating in a report on Friday. Six analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Buy" and an average target price of $657.33.

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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