Mastercard FY2025 EPS Estimate Boosted by William Blair

Key Points

• William Blair has raised its FY2025 earnings per share estimate for Mastercard to $16.29, up from $15.95, while the current consensus estimate is $15.91.
• Mastercard reported $4.15 EPS for its last quarter, surpassing expectations and achieving a revenue of $8.13 billion, which is a 16.8% increase year-over-year.
• Institutional investors hold approximately 97.28% of Mastercard's stock, indicating strong interest and confidence in the company from large financial entities.

Mastercard Incorporated (NYSE:MA - Free Report) - William Blair upped their FY2025 earnings per share estimates for shares of Mastercard in a report issued on Thursday, July 31st. William Blair analyst A. Jeffrey now anticipates that the credit services provider will earn $16.29 per share for the year, up from their prior forecast of $15.95. The consensus estimate for Mastercard's current full-year earnings is $15.91 per share. William Blair also issued estimates for Mastercard's Q4 2025 earnings at $4.07 EPS, Q1 2026 earnings at $4.28 EPS, FY2026 earnings at $18.99 EPS and FY2027 earnings at $22.05 EPS.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The credit services provider reported $4.15 EPS for the quarter, beating the consensus estimate of $4.05 by $0.10. The firm had revenue of $8.13 billion for the quarter, compared to analyst estimates of $7.95 billion. Mastercard had a return on equity of 200.01% and a net margin of 44.93%. The company's revenue was up 16.8% on a year-over-year basis. During the same period in the prior year, the company earned $3.50 EPS.

Several other equities analysts have also issued reports on the company. Evercore ISI began coverage on Mastercard in a research report on Wednesday, April 9th. They set an "in-line" rating and a $550.00 price target on the stock. Monness Crespi & Hardt lowered Mastercard from a "buy" rating to a "neutral" rating in a research report on Wednesday, April 9th. Morgan Stanley lifted their price objective on Mastercard from $639.00 to $661.00 and gave the stock an "overweight" rating in a research report on Friday. Wolfe Research set a $655.00 price objective on Mastercard in a research report on Monday, June 23rd. Finally, UBS Group lifted their price objective on Mastercard from $660.00 to $670.00 and gave the stock a "buy" rating in a research report on Tuesday, June 3rd. Five research analysts have rated the stock with a hold rating, twenty-five have given a buy rating and two have assigned a strong buy rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $615.33.

Mastercard Price Performance

Shares of Mastercard stock opened at $559.73 on Monday. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 2.41. The firm has a market capitalization of $510.31 billion, a PE ratio of 37.74, a price-to-earnings-growth ratio of 2.41 and a beta of 1.03. The business's 50-day moving average price is $564.58 and its 200-day moving average price is $552.15. Mastercard has a 12 month low of $439.59 and a 12 month high of $594.71.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 8th. Shareholders of record on Wednesday, July 9th will be issued a dividend of $0.76 per share. This represents a $3.04 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, July 9th. Mastercard's payout ratio is currently 21.32%.

Insider Buying and Selling

In other Mastercard news, Director Julius Genachowski sold 312 shares of the business's stock in a transaction dated Monday, July 7th. The stock was sold at an average price of $570.67, for a total transaction of $178,049.04. Following the completion of the sale, the director owned 8,469 shares of the company's stock, valued at approximately $4,833,004.23. The trade was a 3.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Raj Seshadri sold 1,100 shares of the business's stock in a transaction dated Friday, June 27th. The shares were sold at an average price of $546.77, for a total value of $601,447.00. Following the sale, the insider directly owned 12,921 shares of the company's stock, valued at $7,064,815.17. This represents a 7.85% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 38,753 shares of company stock worth $20,351,084. Company insiders own 0.09% of the company's stock.

Institutional Trading of Mastercard

Several hedge funds have recently bought and sold shares of MA. Oarsman Capital Inc. boosted its stake in shares of Mastercard by 13.0% in the second quarter. Oarsman Capital Inc. now owns 1,379 shares of the credit services provider's stock worth $775,000 after acquiring an additional 159 shares during the period. Bank of Jackson Hole Trust boosted its stake in shares of Mastercard by 66.3% in the second quarter. Bank of Jackson Hole Trust now owns 281 shares of the credit services provider's stock worth $158,000 after acquiring an additional 112 shares during the period. Biltmore Family Office LLC boosted its stake in shares of Mastercard by 0.7% in the second quarter. Biltmore Family Office LLC now owns 2,817 shares of the credit services provider's stock worth $1,583,000 after acquiring an additional 20 shares during the period. Austin Private Wealth LLC boosted its stake in shares of Mastercard by 33.4% in the second quarter. Austin Private Wealth LLC now owns 1,409 shares of the credit services provider's stock worth $792,000 after acquiring an additional 353 shares during the period. Finally, Providence First Trust Co boosted its stake in shares of Mastercard by 4.8% in the second quarter. Providence First Trust Co now owns 4,487 shares of the credit services provider's stock worth $2,521,000 after acquiring an additional 205 shares during the period. Institutional investors own 97.28% of the company's stock.

Mastercard Company Profile

Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. The company offers integrated products and value-added services for account holders, merchants, financial institutions, digital partners, businesses, governments, and other organizations, such as programs that enable issuers to provide consumers with credits to defer payments; payment products and solutions that allow its customers to access funds in deposit and other accounts; prepaid programs services; and commercial credit, debit, and prepaid payment products and solutions.

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