Mastercard Incorporated $MA Position Increased by Amundi

Amundi increased its position in Mastercard Incorporated (NYSE:MA - Free Report) by 7.7% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 3,426,992 shares of the credit services provider's stock after purchasing an additional 246,093 shares during the period. Amundi owned about 0.39% of Mastercard worth $1,712,331,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in MA. J. Stern & Co. LLP grew its holdings in shares of Mastercard by 53,535.0% during the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider's stock valued at $41,444,231,000 after acquiring an additional 72,461,743 shares in the last quarter. Norges Bank acquired a new stake in Mastercard during the fourth quarter valued at $6,705,708,000. Cardano Risk Management B.V. grew its stake in Mastercard by 861.6% in the fourth quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider's stock valued at $2,324,743,000 after purchasing an additional 3,648,748 shares in the last quarter. State Street Corp grew its stake in Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider's stock valued at $20,807,283,000 after purchasing an additional 997,536 shares in the last quarter. Finally, Cibc World Markets Corp acquired a new position in Mastercard in the 4th quarter worth about $497,311,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Raj Seshadri sold 4,828 shares of the business's stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the transaction, the insider directly owned 16,429 shares in the company, valued at $8,625,225. The trade was a 22.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of the company's stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the transaction, the insider directly owned 3,322 shares of the company's stock, valued at approximately $1,793,880. This trade represents a 5.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 7,005 shares of company stock worth $3,689,976 over the last 90 days. Corporate insiders own 0.09% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on MA. Royal Bank Of Canada reduced their price target on Mastercard from $656.00 to $629.00 and set an "outperform" rating for the company in a report on Friday, May 1st. Barclays initiated coverage on shares of Mastercard in a report on Wednesday, July 8th. They set an "overweight" rating and a $640.00 price target on the stock. Clear Str upgraded shares of Mastercard to a "strong-buy" rating in a report on Thursday, July 16th. Raymond James Financial set a $609.00 price target on Mastercard in a research note on Friday, May 1st. Finally, Susquehanna cut their price objective on Mastercard from $670.00 to $665.00 and set a "positive" rating on the stock in a research note on Friday, May 1st. Eight analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average target price of $653.65.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard enters its second-quarter report with favorable earnings momentum. Zacks’ Earnings ESP points to potential for an earnings beat, following the prior quarter’s $4.60 adjusted EPS, which exceeded consensus, and 15.8% year-over-year revenue growth. Mastercard Nears Q2 Earnings With Beat Potential
• Positive Sentiment: Wall Street’s focus is on payment volume, cross-border activity, consumer spending and operating trends in the quarter ended June 2026. Strong results or upbeat guidance could reinforce the stock’s recent strength and premium valuation. Visa and Mastercard Earnings: How Quarterly Estimates Have Evolved
• Positive Sentiment: Mastercard and the National Bank of Egypt launched a U.S.-dollar corporate debit card for large businesses and small and midsize companies. The product expands Mastercard’s cross-border payments reach, though its near-term financial effect is likely modest. Mastercard and NBE Introduce USD Corporate Debit Card in Egypt
• Neutral Sentiment: Reports highlight Mastercard’s efforts to strengthen scam defenses and the possibility of selling Vocalink. Better fraud protection could support trust and payments volume, while a Vocalink transaction could unlock value but may also change the company’s strategic profile. Mastercard Bolsters Scam Defense
• Negative Sentiment: Investors are weighing regulatory risks and increasing competition in digital payments, including stablecoin-based payment services and card issuance. These trends could pressure pricing or reduce Mastercard’s role in some transactions if adoption accelerates. Stablecoin Banking Competition Expands Beyond Settlement

Mastercard Stock Up 2.0%

Mastercard stock opened at $562.96 on Wednesday. The firm has a market cap of $497.42 billion, a price-to-earnings ratio of 32.58, a P/E/G ratio of 1.73 and a beta of 0.73. The firm has a fifty day moving average price of $510.49 and a two-hundred day moving average price of $514.32. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the business posted $3.73 EPS. The company's revenue for the quarter was up 15.8% on a year-over-year basis. As a group, analysts forecast that Mastercard Incorporated will post 19.61 earnings per share for the current 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 dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard's dividend payout ratio (DPR) is 20.14%.

Mastercard Company Profile

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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