Montrusco Bolton Investments Inc. Buys 107,093 Shares of Mastercard Incorporated $MA

Montrusco Bolton Investments Inc. raised its stake in Mastercard Incorporated (NYSE:MA) by 28.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 489,843 shares of the credit services provider’s stock after acquiring an additional 107,093 shares during the period. Mastercard accounts for about 3.6% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 8th biggest holding. Montrusco Bolton Investments Inc.’s holdings in Mastercard were worth $236,630,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in MA. Brighton Jones LLC boosted its stake in Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares during the period. Schnieders Capital Management LLC. raised its stake in shares of Mastercard by 8.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares during the period. Betterment LLC raised its stake in shares of Mastercard by 6.5% in the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after purchasing an additional 58 shares during the period. Worldquant Millennium Advisors LLC lifted its holdings in shares of Mastercard by 35.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after purchasing an additional 178,387 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in shares of Mastercard in the second quarter valued at about $431,000. Institutional investors own 97.28% of the company’s stock.

Insiders Place Their Bets

In other Mastercard news, insider Raj Seshadri sold 4,828 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the sale, the insider directly owned 16,429 shares of the company’s stock, valued at approximately $8,625,225. This represents a 22.71% decrease in their ownership of the stock. The transaction 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. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Morgan Stanley reiterated an “overweight” rating and set a $679.00 price objective on shares of Mastercard in a report on Friday, May 1st. Wolfe Research restated an “outperform” rating on shares of Mastercard in a research note on Tuesday, March 17th. Citigroup decreased their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Susquehanna lowered their price objective on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Finally, Tigress Financial boosted their price objective on shares of Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a research report on Friday, March 13th. Seven analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $653.81.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced new partnerships to expand digital and inclusive financial services, including a collaboration with VEON across Ukraine, Kazakhstan, Pakistan and Uzbekistan. That supports the company’s international growth strategy and could increase future network usage and transaction volume. VEON and Mastercard Join Forces to Accelerate Accessibility of Financial Services
• Positive Sentiment: Mastercard also said integrated payment systems could add meaningful tourism revenue, reinforcing the company’s role as a beneficiary of cross-border spending and digital payments adoption. Integrated payment systems could add €300 in annual tourism revenue – MasterCard
• Positive Sentiment: ZEN.COM launched Mastercard Click to Pay, reflecting rising demand for simpler online checkout experiences and another sign that Mastercard’s payment rails remain widely adopted by merchants and consumers. ZEN.COM Launches Mastercard Click to Pay as Consumer Demand for Simpler Online Payments Grows
• Positive Sentiment: Several articles highlighted Mastercard’s strong earnings track record and suggested it could beat estimates again next quarter, which can support investor confidence ahead of the next report. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: MarketBeat’s week-in-review coverage framed Mastercard as a steady, high-quality payments name, but it did not introduce any new company-specific catalyst beyond broader investor interest in defensive growth stocks. MarketBeat Week in Review – 06/29 – 07/03
• Neutral Sentiment: Recent commentary on stablecoins and payments competition suggests the industry is evolving, but the articles generally portray Mastercard as well-positioned rather than under direct pressure. Is Mastercard (MA) Trading At A Premium Despite Stablecoin Moves?
• Negative Sentiment: Insider Raj Seshadri sold shares on two separate days under a pre-arranged 10b5-1 plan. While not necessarily a bearish signal on fundamentals, insider sales can still weigh on sentiment around the stock. SEC filing for insider sale

Mastercard Stock Performance

MA opened at $539.00 on Friday. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $601.77. The firm has a market capitalization of $476.25 billion, a PE ratio of 31.19, a PEG ratio of 1.68 and a beta of 0.73. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The business’s 50-day simple moving average is $497.92 and its 200 day simple moving average is $518.96.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.73 earnings per share. As a group, sell-side analysts expect that Mastercard Incorporated will post 19.61 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

Mastercard 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.