Q3 EPS Estimates for Mastercard Increased by Seaport Res Ptn

Key Points

• Seaport Res Ptn has raised its Q3 2025 EPS estimate for Mastercard to $4.36, up from the previous estimate of $4.07, while maintaining a "Strong-Buy" rating on the stock.
• Mastercard reported a Q2 earnings of $4.15 EPS, exceeding analysts' expectations, with a revenue of $8.13 billion, which represents a 16.8% increase year-over-year.
• The company's quarterly dividend of $0.76 per share will be distributed to stockholders on August 8th, reflecting an annualized dividend yield of 0.5%.

Mastercard Incorporated (NYSE:MA - Free Report) - Investment analysts at Seaport Res Ptn lifted their Q3 2025 EPS estimates for Mastercard in a research note issued to investors on Thursday, July 31st. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will post earnings of $4.36 per share for the quarter, up from their previous estimate of $4.07. Seaport Res Ptn currently 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 Q4 2025 earnings at $4.11 EPS, FY2025 earnings at $16.34 EPS, Q3 2026 earnings at $4.98 EPS, Q4 2026 earnings at $4.86 EPS and FY2026 earnings at $18.81 EPS.

Several other research analysts have also issued reports on the stock. Truist Financial decreased their price target on shares of Mastercard from $640.00 to $612.00 and set a "buy" rating on the stock in a research report on Thursday, July 17th. UBS Group lifted their target price on Mastercard from $660.00 to $670.00 and gave the stock a "buy" rating in a report on Tuesday, June 3rd. Morgan Stanley boosted their target price on Mastercard from $639.00 to $661.00 and gave the stock an "overweight" rating in a research report on Friday. Wells Fargo & Company upped their target price on Mastercard from $625.00 to $650.00 and gave the company an "overweight" rating in a report on Friday. Finally, KeyCorp lifted their price target on Mastercard from $635.00 to $660.00 and gave the stock an "overweight" rating in a research note on Friday. Five investment analysts have rated the stock with a hold rating, twenty-five have issued a buy rating and two have issued a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $615.33.

Mastercard Stock Performance

Shares of NYSE MA opened at $559.73 on Monday. Mastercard has a 1 year low of $439.59 and a 1 year high of $594.71. The firm has a market cap of $510.31 billion, a P/E ratio of 37.74, a PEG ratio of 2.41 and a beta of 1.03. The stock has a fifty day moving average price of $564.58 and a two-hundred day moving average price of $552.15. The company has a debt-to-equity ratio of 2.41, a quick ratio of 1.16 and a current ratio of 1.16.

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

Mastercard Dividend Announcement

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

Insider Transactions at Mastercard

In related news, Director Julius Genachowski sold 312 shares of the stock in a transaction dated Monday, July 7th. The shares were sold at an average price of $570.67, for a total value of $178,049.04. Following the completion of the transaction, the director owned 8,469 shares of the company's stock, valued at $4,833,004.23. This represents a 3.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Linda Pistecchia Kirkpatrick sold 958 shares of the firm's stock in a transaction dated Monday, June 30th. The stock was sold at an average price of $560.00, for a total transaction of $536,480.00. Following the transaction, the insider owned 23,624 shares of the company's stock, valued at approximately $13,229,440. This represents a 3.90% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 38,753 shares of company stock valued at $20,351,084. Company insiders own 0.09% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the company. LGT Financial Advisors LLC bought a new stake in Mastercard during the 2nd quarter worth about $25,000. Family Legacy Financial Solutions LLC acquired a new position in shares of Mastercard during the second quarter worth approximately $26,000. Flaharty Asset Management LLC bought a new stake in shares of Mastercard during the first quarter valued at approximately $27,000. Measured Risk Portfolios Inc. bought a new stake in shares of Mastercard during the fourth quarter valued at approximately $31,000. Finally, Keystone Global Partners LLC acquired a new stake in shares of Mastercard in the first quarter valued at approximately $31,000. 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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