Q2 Earnings Estimate for Mastercard Issued By William Blair

Mastercard Incorporated (NYSE:MA - Free Report) - Equities research analysts at William Blair cut their Q2 2025 earnings per share estimates for Mastercard in a research report issued to clients and investors on Thursday, May 1st. William Blair analyst A. Jeffrey now expects that the credit services provider will post earnings of $4.01 per share for the quarter, down from their prior forecast of $4.04. William Blair currently has a "Outperform" rating on the stock. The consensus estimate for Mastercard's current full-year earnings is $15.91 per share. William Blair also issued estimates for Mastercard's Q3 2026 earnings at $4.92 EPS.

A number of other equities research analysts have also commented on MA. Barclays upped their price target on shares of Mastercard from $595.00 to $650.00 and gave the company an "overweight" rating in a report on Monday, February 3rd. KeyCorp lifted their target price on Mastercard from $630.00 to $635.00 and gave the stock an "overweight" rating in a report on Friday. Evercore ISI initiated coverage on Mastercard in a research note on Wednesday, April 9th. They issued an "in-line" rating and a $550.00 price target on the stock. Morgan Stanley reduced their price target on Mastercard from $654.00 to $644.00 and set an "overweight" rating for the company in a research report on Friday, January 31st. Finally, Wells Fargo & Company increased their price target on Mastercard from $585.00 to $625.00 and gave the company an "overweight" rating in a research note on Tuesday, February 4th. Six research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $606.18.

Mastercard Stock Performance

NYSE:MA opened at $559.18 on Monday. The business's 50-day moving average price is $532.33 and its two-hundred day moving average price is $531.61. The stock has a market cap of $509.81 billion, a P/E ratio of 40.26, a PEG ratio of 2.37 and a beta of 1.06. Mastercard has a twelve month low of $428.86 and a twelve month high of $582.23. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.68.

Mastercard (NYSE:MA - Get Free Report) last released its quarterly earnings data on Thursday, May 1st. The credit services provider reported $3.73 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.57 by $0.16. Mastercard had a net margin of 45.71% and a return on equity of 188.47%. The business had revenue of $7.25 billion during the quarter, compared to analysts' expectations of $7.12 billion. During the same period in the prior year, the company earned $3.31 EPS. The firm's quarterly revenue was up 14.2% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in Mastercard by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 77,179,138 shares of the credit services provider's stock valued at $40,640,219,000 after purchasing an additional 377,302 shares during the last quarter. FMR LLC raised its holdings in shares of Mastercard by 4.3% in the 4th quarter. FMR LLC now owns 22,267,937 shares of the credit services provider's stock valued at $11,725,627,000 after buying an additional 912,856 shares during the period. Geode Capital Management LLC grew its position in Mastercard by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 18,657,792 shares of the credit services provider's stock valued at $9,800,202,000 after acquiring an additional 282,739 shares in the last quarter. Norges Bank purchased a new stake in Mastercard during the fourth quarter worth about $6,022,224,000. Finally, Wellington Management Group LLP increased its stake in Mastercard by 9.1% during the 4th quarter. Wellington Management Group LLP now owns 9,760,740 shares of the credit services provider's stock worth $5,139,713,000 after buying an additional 817,836 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Edward Grunde Mclaughlin sold 7,132 shares of the stock in a transaction on Wednesday, March 19th. The stock was sold at an average price of $534.68, for a total value of $3,813,337.76. Following the completion of the transaction, the insider now directly owns 34,524 shares of the company's stock, valued at approximately $18,459,292.32. This represents a 17.12 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael Miebach sold 15,775 shares of the company's stock in a transaction dated Wednesday, March 26th. The shares were sold at an average price of $550.16, for a total transaction of $8,678,774.00. Following the sale, the chief executive officer now directly owns 84,871 shares of the company's stock, valued at approximately $46,692,629.36. This represents a 15.67 % decrease in their position. The disclosure for this sale can be found here. 0.10% of the stock is currently owned by insiders.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 9th. Investors of record on Wednesday, April 9th will be given a dividend of $0.76 per share. This represents a $3.04 annualized dividend and a yield of 0.54%. The ex-dividend date of this dividend is Wednesday, April 9th. Mastercard's dividend payout ratio is currently 21.32%.

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.

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