Mastercard Incorporated $MA Shares Purchased by Mirae Asset Global Investments Co. Ltd.

Key Points

• Mirae Asset Global Investments increased its Mastercard stake by 13.6% in the second quarter, adding 28,060 shares for a total holding of 234,829 shares valued at approximately $120.6 million. Institutional investors and hedge funds collectively own 97.28% of the stock.
• Mastercard reported strong quarterly results, with EPS of $5.04 and revenue of $9.28 billion, beating estimates and marking 14.1% year-over-year revenue growth. The company also maintains a quarterly dividend of $0.87 per share.
• Analyst sentiment remains broadly positive: Mastercard has an average “Buy” rating and a consensus price target of $661.93, supported by growth opportunities in stablecoins, agentic commerce and digital payments in Africa, though its premium valuation and modest reductions to some quarterly EPS estimates present risks.

Mirae Asset Global Investments Co. Ltd. raised its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 13.6% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 234,829 shares of the credit services provider's stock after purchasing an additional 28,060 shares during the quarter. Mirae Asset Global Investments Co. Ltd.'s holdings in Mastercard were worth $120,608,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. raised its holdings in Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider's stock worth $26,000 after buying an additional 41 shares during the period. Strive Financial Group LLC purchased a new stake in shares of Mastercard in the 4th quarter valued at approximately $27,000. Hyposwiss Advisors SA acquired a new position in Mastercard in the 4th quarter worth approximately $29,000. Robinswood Financial LLC purchased a new position in Mastercard during the 1st quarter worth approximately $25,000. Finally, Bay Harbor Wealth Management LLC raised its stake in Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider's stock valued at $33,000 after purchasing an additional 20 shares during the period. 97.28% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. BMO Capital Markets started coverage on Mastercard in a report on Tuesday, April 21st. They set an "outperform" rating and a $605.00 price target on the stock. Keefe, Bruyette & Woods lifted their target price on Mastercard from $665.00 to $685.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. The Goldman Sachs Group reiterated a "buy" rating and issued a $701.00 target price on shares of Mastercard in a report on Thursday, July 30th. Raymond James Financial reissued an "outperform" rating and issued a $632.00 price target on shares of Mastercard in a research report on Friday, July 31st. Finally, Morgan Stanley boosted their price objective on shares of Mastercard from $679.00 to $681.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Five investment 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 assigned a Sell rating to the company's stock. According to data from MarketBeat, Mastercard currently has an average rating of "Buy" and a consensus target price of $661.93.

Insider Buying and Selling at Mastercard

In other news, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction that occurred on 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 sale, the insider owned 31,179 shares of the company's stock, valued at approximately $17,781,695.49. This trade represents a 12.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 the business'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 sale, the insider owned 3,322 shares in the company, valued at approximately $1,793,880. This represents a 5.68% decrease in their ownership of the stock. 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 62,913 shares of company stock valued at $35,769,036 in the last three months. Company insiders own 0.09% of the company's stock.

Mastercard Stock Up 0.4%

Mastercard stock opened at $569.05 on Friday. The company has a market capitalization of $498.49 billion, a P/E ratio of 31.30, a P/E/G ratio of 1.71 and a beta of 0.72. The firm's fifty day simple moving average is $530.35 and its 200-day simple moving average is $516.55. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77.

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, topping the consensus estimate of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same period in the prior year, the business posted $4.15 earnings per share. The business's quarterly revenue was up 14.1% on a year-over-year basis. Sell-side analysts forecast that Mastercard Incorporated will post 19.84 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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

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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