Q1 EPS Estimates for Mastercard Increased by Seaport Res Ptn

Key Points

• Analysts at Seaport Res Ptn have increased their Q1 2026 earnings estimate for Mastercard to $4.22 per share, up from $4.21, while also projecting Q2 and Q3 earnings at $4.72 and $4.96 EPS respectively.
• Mastercard reported a strong performance in its last quarterly earnings, with an EPS of $4.15 that exceeded expectations and revenue growth of 16.8% year-over-year.
• The company's recent quarterly dividend declared is $0.76, reflecting a dividend yield of 0.5%, with a payout ratio of 20.50%.

Mastercard Incorporated (NYSE:MA - Free Report) - Analysts at Seaport Res Ptn boosted their Q1 2026 earnings estimates for Mastercard in a report issued on Monday, October 13th. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will earn $4.22 per share for the quarter, up from their prior forecast of $4.21. Seaport Res Ptn has a "Strong-Buy" rating on the stock. The consensus estimate for Mastercard's current full-year earnings is $15.91 per share. Seaport Res Ptn also issued estimates for Mastercard's Q2 2026 earnings at $4.72 EPS, Q3 2026 earnings at $4.96 EPS and FY2026 earnings at $18.75 EPS.

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

A number of other brokerages have also recently commented on MA. Truist Financial reduced their target price on shares of Mastercard from $640.00 to $612.00 and set a "buy" rating for the company in a report on Thursday, July 17th. Wells Fargo & Company upped their target price on shares of Mastercard from $625.00 to $650.00 and gave the company an "overweight" rating in a report on Friday, August 1st. Royal Bank Of Canada upped their target price on shares of Mastercard from $650.00 to $656.00 and gave the company an "outperform" rating in a report on Friday, August 1st. Wall Street Zen cut shares of Mastercard from a "buy" rating to a "hold" rating in a report on Friday, September 26th. Finally, Wolfe Research set a $655.00 target price on shares of Mastercard in a report on Monday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of "Buy" and a consensus target price of $634.04.

Mastercard Stock Up 1.5%

Shares of MA stock opened at $567.88 on Wednesday. Mastercard has a 12 month low of $465.59 and a 12 month high of $601.77. The stock has a market cap of $513.37 billion, a P/E ratio of 38.29, a P/E/G ratio of 2.29 and a beta of 0.97. 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 company has a 50 day simple moving average of $580.83 and a two-hundred day simple moving average of $563.06.

Mastercard Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 7th. Stockholders of record on Thursday, October 9th will be paid a $0.76 dividend. The ex-dividend date of this dividend is Thursday, October 9th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 0.5%. Mastercard's dividend payout ratio is 20.50%.

Insider Activity

In related news, CFO J. Mehra Sachin sold 17,263 shares of the company's stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $591.00, for a total transaction of $10,202,433.00. Following the completion of the transaction, the chief financial officer owned 31,234 shares in the company, valued at approximately $18,459,294. This represents a 35.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.09% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Mastercard

Hedge funds and other institutional investors have recently modified their holdings of the stock. ORG Partners LLC boosted its position in shares of Mastercard by 73.2% during the second quarter. ORG Partners LLC now owns 698 shares of the credit services provider's stock worth $394,000 after acquiring an additional 295 shares during the last quarter. Ethos Financial Group LLC lifted its position in Mastercard by 19.5% during the first quarter. Ethos Financial Group LLC now owns 3,174 shares of the credit services provider's stock valued at $1,683,000 after purchasing an additional 518 shares during the last quarter. Wheelhouse Advisory Group LLC lifted its position in Mastercard by 4.4% during the second quarter. Wheelhouse Advisory Group LLC now owns 1,336 shares of the credit services provider's stock valued at $751,000 after purchasing an additional 56 shares during the last quarter. Canandaigua National Trust Co of Florida lifted its position in Mastercard by 36.4% during the first quarter. Canandaigua National Trust Co of Florida now owns 693 shares of the credit services provider's stock valued at $380,000 after purchasing an additional 185 shares during the last quarter. Finally, SeaBridge Investment Advisors LLC lifted its position in Mastercard by 4.3% during the second quarter. SeaBridge Investment Advisors LLC now owns 6,463 shares of the credit services provider's stock valued at $3,632,000 after purchasing an additional 264 shares during the last quarter. Institutional investors own 97.28% of the company's stock.

About Mastercard

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.