Mastercard Incorporated $MA Shares Purchased by Perryman Financial Advisory Inc. AD

Key Points

• Perryman Financial Advisory increased its Mastercard holdings by 9.5% in the second quarter to 27,454 shares valued at approximately $14.1 million. Institutional investors and hedge funds collectively own 97.28% of Mastercard’s stock.
• Mastercard reported quarterly EPS of $5.04 and revenue of $9.28 billion, beating analyst estimates, while revenue increased 14.1% year over year. The company also paid a quarterly dividend of $0.87 per share, equivalent to a 0.6% annualized yield.
• Analysts maintain a largely bullish outlook, with a consensus “Buy” rating and an average price target of $661.93 versus the reported share price of $574.74. However, insiders sold 62,913 shares worth about $35.8 million over the past three months.

Perryman Financial Advisory Inc. AD lifted its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 9.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 27,454 shares of the credit services provider's stock after acquiring an additional 2,377 shares during the quarter. Mastercard accounts for about 1.9% of Perryman Financial Advisory Inc. AD's investment portfolio, making the stock its 13th biggest position. Perryman Financial Advisory Inc. AD's holdings in Mastercard were worth $14,100,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of MA. Riggs Asset Managment Co. Inc. increased its holdings in Mastercard by 20.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider's stock worth $61,000 after purchasing an additional 18 shares during the last quarter. Castle Rock Wealth Management LLC grew its position in shares of Mastercard by 2.8% during the fourth quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider's stock worth $387,000 after buying an additional 19 shares in the last quarter. Athena Wealth Management LLC grew its position in shares of Mastercard by 3.8% during the second quarter. Athena Wealth Management LLC now owns 514 shares of the credit services provider's stock worth $264,000 after buying an additional 19 shares in the last quarter. Novem Group increased its stake in shares of Mastercard by 0.4% in the second quarter. Novem Group now owns 4,680 shares of the credit services provider's stock worth $2,404,000 after buying an additional 19 shares during the last quarter. Finally, Vista Capital Partners Inc. raised its holdings in Mastercard by 4.5% in the second quarter. Vista Capital Partners Inc. now owns 444 shares of the credit services provider's stock valued at $228,000 after acquiring an additional 19 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company's stock.

Mastercard Stock Up 2.2%

MA stock opened at $574.74 on Wednesday. The firm has a market cap of $503.47 billion, a PE ratio of 31.61, a P/E/G ratio of 1.71 and a beta of 0.71. The company has a debt-to-equity ratio of 3.96, a current ratio of 1.06 and a quick ratio of 1.06. The firm has a 50 day simple moving average of $533.51 and a 200 day simple moving average of $517.16. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The business had revenue of $9.28 billion for the quarter, compared to analysts' expectations of $9.08 billion. During the same period in the previous year, the firm posted $4.15 EPS. The company's quarterly revenue was up 14.1% on a year-over-year basis. Equities research analysts forecast that Mastercard Incorporated will post 19.86 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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

Insider Activity

In other Mastercard news, CEO Michael Miebach sold 15,372 shares of the firm's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $575.00, for a total transaction of $8,838,900.00. Following the completion of the sale, the chief executive officer directly owned 93,693 shares in the company, valued at approximately $53,873,475. This trade represents a 14.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the completion of the sale, 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 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. In the last three months, insiders sold 62,913 shares of company stock worth $35,769,036. Corporate insiders own 0.09% of the company's stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard reported approximately 15% revenue growth, supported by expanding payment volume and cross-border transactions. The results reinforce the company’s ability to grow its core payments business and help explain the stock’s recent strength. Mastercard Stock Rises 2% as Investors Favor Payment Growth
• Positive Sentiment: Mastercard and Visa are joining Rain to develop standards for “agentic” payments, in which artificial-intelligence systems could make transactions on behalf of users. The initiative positions Mastercard in a potential long-term growth area as commerce becomes increasingly automated. Rain, Visa, Mastercard form agentic AI standards group
• Positive Sentiment: Mastercard’s acquisition of stablecoin company BVNK is drawing attention after Visa reportedly began searching for another stablecoin settlement partner. The development may signal growing strategic importance for Mastercard’s blockchain and digital-asset capabilities. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Mastercard is expanding digital-payment services in Africa through its relationship with Teamapt, while management is also highlighting cybersecurity and machine-to-machine payments as major future opportunities. These initiatives broaden Mastercard’s addressable market beyond traditional card transactions. Mastercard, Teamapt Set to Expand Digital Payments Across Africa Mastercard CEO: Cybersecurity Is Our Fastest-Growing Business
• Neutral Sentiment: Mastercard named Yasemin Bedir to lead its EEMEA region, and a separate report highlighted plans related to its 2027 global chargeback program. These developments may affect regional execution and operating processes but do not provide a clear near-term earnings catalyst. Who Is Yasemin Bedir, Mastercard’s New Head of the EEMEA Region?
• Negative Sentiment: The recent Pershing Square endorsement has lost momentum, while Mastercard trades near 31 times trailing earnings. Investors may therefore be more sensitive to any slowdown or disappointment despite the company’s strong growth profile. Mastercard Stock Slips as Ackman Rally Loses Momentum

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Robert W. Baird boosted their target price on shares of Mastercard from $660.00 to $680.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 7th. Raymond James Financial reiterated an "outperform" rating and issued a $632.00 price target on shares of Mastercard in a research note on Friday, July 31st. Keefe, Bruyette & Woods upped their price objective on Mastercard from $665.00 to $685.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. Royal Bank Of Canada increased their target price on shares of Mastercard from $629.00 to $642.00 and gave the stock an "outperform" rating in a report on Friday, July 31st. Finally, Weiss Ratings raised Mastercard from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday. Five research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Mastercard has a consensus rating of "Buy" and an average price target of $661.93.

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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