Mastercard Incorporated $MA Shares Acquired by Manning & Napier Advisors LLC

Manning & Napier Advisors LLC boosted its holdings in Mastercard Incorporated (NYSE:MA) by 8.9% in the first quarter, HoldingsChannel.com reports. The firm owned 457,236 shares of the credit services provider’s stock after buying an additional 37,465 shares during the quarter. Mastercard comprises about 3.2% of Manning & Napier Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Manning & Napier Advisors LLC’s holdings in Mastercard were worth $228,463,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the stock. E Fund Management Hong Kong Co. Ltd. increased its position in shares of Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after purchasing an additional 41 shares in the last quarter. Strive Financial Group LLC purchased a new stake in shares of Mastercard during the fourth quarter worth approximately $27,000. Hyposwiss Advisors SA acquired a new stake in shares of Mastercard in the 4th quarter worth $29,000. First Pacific Financial lifted its position in Mastercard by 113.8% in the first quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 33 shares during the period. Finally, Bay Harbor Wealth Management LLC boosted its stake in shares of Mastercard by 54.1% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after buying an additional 20 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Mastercard

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the completion of the transaction, the insider directly owned 3,322 shares in the company, valued at $1,793,880. The trade was a 5.68% decrease in their ownership of the stock. The sale was disclosed in a legal 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 4,828 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $525.00, for a total value of $2,534,700.00. Following the sale, the insider owned 16,429 shares in the company, valued at $8,625,225. The trade was a 22.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,005 shares of company stock worth $3,689,976 in the last three months. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently commented on the stock. Citigroup decreased their price objective on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Loop Capital reaffirmed a “buy” rating and set a $631.00 price target on shares of Mastercard in a research note on Wednesday, June 3rd. Truist Financial reduced their target price on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Morgan Stanley reiterated an “overweight” rating and issued a $679.00 price target on shares of Mastercard in a report on Friday, May 1st. Finally, Tigress Financial boosted their target price on Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a report on Friday, March 13th. Seven research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $653.78.

Mastercard Stock Up 0.6%

Shares of MA traded up $2.94 during trading on Friday, reaching $526.14. The company’s stock had a trading volume of 1,616,894 shares, compared to its average volume of 3,819,577. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month 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 company has a market cap of $464.89 billion, a price-to-earnings ratio of 30.45, a P/E/G ratio of 1.63 and a beta of 0.73. The company has a fifty day moving average of $499.66 and a two-hundred day moving average of $517.53.

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

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be issued a $0.87 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Barclays upgraded Mastercard to strong-buy, adding to the bullish analyst backdrop and reinforcing confidence in the company’s long-term growth outlook.
• Positive Sentiment: Mastercard launched Agent Pay for Machines (AP4M), a platform designed to enable secure AI-agent and machine-to-machine payments, which could open a new growth avenue in emerging digital commerce. Mastercard (MA) Launches AP4M To Bring AI Agent Payments Onchain
• Positive Sentiment: Mastercard and VEON announced a partnership to expand financial services across several markets, highlighting continued international expansion and transaction-network growth potential. VEON (VEON), Mastercard (MA) Partner to Expand Financial Services
• Positive Sentiment: Analysts still expect strong fundamentals, and recent commentary emphasized Mastercard’s resilient operations and earnings-growth forecasts, which helped support the stock despite technical weakness.
• Neutral Sentiment: Mastercard will report second-quarter 2026 results on July 30, keeping investors focused on payment-volume trends, margins, and whether growth can justify the valuation. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider sale of 200 shares was disclosed, but it was a small pre-planned transaction under a Rule 10b5-1 plan, so it is not a major signal by itself.
• Negative Sentiment: Mastercard’s move below its 200-day moving average may be weighing on sentiment, as traders often view that level as a key technical support point.
• Negative Sentiment: Broader concerns around stablecoin competition, regulatory fee pressure, and alternative payment rails could pressure legacy card-network stocks like Mastercard and Visa.

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.