Mastercard Incorporated $MA Shares Sold by DSM Capital Partners LLC

DSM Capital Partners LLC cut its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 211,023 shares of the credit services provider’s stock after selling 8,836 shares during the quarter. Mastercard comprises 1.9% of DSM Capital Partners LLC’s portfolio, making the stock its 18th biggest position. DSM Capital Partners LLC’s holdings in Mastercard were worth $105,440,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Staley Capital Advisers Inc. raised its holdings in shares of Mastercard by 1.2% during the first quarter. Staley Capital Advisers Inc. now owns 3,887 shares of the credit services provider’s stock worth $1,942,000 after purchasing an additional 45 shares during the last quarter. Nichols & Pratt Advisers LLP MA lifted its holdings in shares of Mastercard by 0.7% in the 1st quarter. Nichols & Pratt Advisers LLP MA now owns 146,153 shares of the credit services provider’s stock valued at $73,027,000 after buying an additional 1,021 shares during the period. Sageworth Trust Co purchased a new stake in shares of Mastercard in the first quarter worth about $1,009,000. Frank Rimerman Advisors LLC grew its holdings in Mastercard by 0.3% during the first quarter. Frank Rimerman Advisors LLC now owns 13,568 shares of the credit services provider’s stock worth $6,779,000 after acquiring an additional 36 shares during the period. Finally, PCB Capital LLC lifted its holdings in Mastercard by 1.4% in the first quarter. PCB Capital LLC now owns 2,071 shares of the credit services provider’s stock valued at $1,035,000 after acquiring an additional 29 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its Click to Pay offering with stc pay Bahrain, which could support longer-term transaction growth by making online checkout faster and more secure through tokenization, biometric authentication, and passkeys. stc pay Bahrain adds Mastercard Click to Pay for online checkout
• Positive Sentiment: Analysts remain constructive on MA: TD Cowen and Robert W. Baird both reiterated bullish ratings and raised price targets, signaling expectations for upside from current levels. Mastercard price target changes
• Positive Sentiment: Mastercard said it will release second-quarter 2026 results on July 30, which keeps attention on fundamentals and could become a catalyst if results show strong payment-volume growth and profitability. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider disclosed a small pre-planned sale of 200 shares under a Rule 10b5-1 trading plan. The transaction is not especially meaningful on its own, but it adds a slightly cautious tone. SEC insider filing
• Negative Sentiment: Broader commentary on the payments sector highlighted regulatory fee pressure, stablecoin competition, and alternative payment rails, which could weigh on sentiment toward Mastercard and other legacy card networks. Mastercard stock reference

Mastercard Trading Down 2.2%

MA opened at $519.91 on Thursday. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The business has a fifty day simple moving average of $499.34 and a 200-day simple moving average of $517.82. The firm has a market cap of $459.39 billion, a P/E ratio of 30.09, a P/E/G ratio of 1.66 and a beta of 0.73.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The firm had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter in the prior year, the company earned $3.73 EPS. Mastercard’s revenue was up 15.8% on a year-over-year basis. On average, equities analysts expect that Mastercard Incorporated will post 19.61 earnings per share for the current year.

Mastercard Dividend Announcement

The firm 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 dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, July 9th. Mastercard’s dividend payout ratio is presently 20.14%.

Wall Street Analyst Weigh In

MA has been the subject of several recent research reports. Royal Bank Of Canada cut their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Piper Sandler began coverage on shares of Mastercard in a research report on Monday, June 29th. They issued an “overweight” rating and a $597.00 price objective for the company. Loop Capital restated a “buy” rating and set a $631.00 target price on shares of Mastercard in a research report on Wednesday, June 3rd. TD Cowen lowered their price target on Mastercard from $671.00 to $664.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Dbs Bank raised Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Six analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $653.78.

Insider Buying and Selling

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the transaction, the insider owned 3,322 shares of the company’s stock, valued at $1,793,880. This trade represents a 5.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the company’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total value of $1,047,276.21. Following the sale, the insider directly owned 16,429 shares in the company, valued at $8,702,934.17. This represents a 10.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 7,005 shares of company stock worth $3,689,976. 0.09% of the stock is owned by company insiders.

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.