Evelyn Partners Investment Management LLP Has $32.27 Million Stock Position in Mastercard Incorporated $MA

Evelyn Partners Investment Management LLP lowered its stake in Mastercard Incorporated (NYSE:MA) by 9.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 64,591 shares of the credit services provider’s stock after selling 6,975 shares during the period. Evelyn Partners Investment Management LLP’s holdings in Mastercard were worth $32,274,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in shares of Mastercard by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after acquiring an additional 466,514 shares during the period. J. Stern & Co. LLP boosted its stake in Mastercard by 53,535.0% in the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after purchasing an additional 72,461,743 shares during the period. State Street Corp increased its holdings in Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after purchasing an additional 997,536 shares in the last quarter. Geode Capital Management LLC increased its holdings in Mastercard by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock worth $11,773,153,000 after purchasing an additional 349,369 shares in the last quarter. Finally, Capital International Investors raised its stake in shares of Mastercard by 4.4% in the 4th quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock valued at $10,256,368,000 after purchasing an additional 759,584 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Morgan Stanley restated an “overweight” rating and issued a $679.00 price target on shares of Mastercard in a report on Friday, May 1st. UBS Group reissued a “buy” rating on shares of Mastercard in a research report on Thursday, June 25th. Piper Sandler started coverage on Mastercard in a research note on Monday, June 29th. They issued an “overweight” rating and a $597.00 target price on the stock. Citigroup reduced their price target on Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Finally, BMO Capital Markets began coverage on shares of Mastercard in a research note on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price target for the company. Eight research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $653.65.

Mastercard Trading Up 2.2%

Mastercard stock opened at $551.51 on Tuesday. The firm has a 50-day moving average of $509.21 and a 200-day moving average of $514.44. Mastercard Incorporated has a one year low of $464.52 and a one year high of $601.77. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market cap of $487.31 billion, a price-to-earnings ratio of 31.92, a P/E/G ratio of 1.69 and a beta of 0.73.

Mastercard (NYSE:MA) last released its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the previous year, the business earned $3.73 earnings per share. Mastercard’s quarterly revenue was up 15.8% on a year-over-year basis. On average, equities analysts expect that Mastercard Incorporated will post 19.62 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be given a dividend of $0.87 per share. 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 payout ratio is 20.14%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Scam-prevention initiatives could support growth and trust. Mastercard is strengthening its defenses against scams, a move that may improve consumer confidence, reinforce relationships with financial institutions and support the value of its payment network. Mastercard bolsters scam defense
• Positive Sentiment: Potential Vocalink sale is drawing investor attention. A possible sale of Vocalink could allow Mastercard to monetize an asset and sharpen its strategic focus, although the financial impact will depend on transaction terms and execution. The company’s recent earnings momentum is another supportive factor for shareholders. Potential Vocalink Sale and Earnings Momentum
• Positive Sentiment: Expectations remain constructive ahead of earnings. Analysts’ estimates for Mastercard’s June 2026 quarter and key operating metrics are being closely monitored. The upcoming report is expected to provide insight into payment volumes, cross-border activity and consumer spending. Mastercard Q2 earnings estimates
• Neutral Sentiment: Visa and Mastercard earnings will offer an industry read-through. Investors are watching both companies’ results for evidence of the health of consumer spending and cross-border transactions, which could create volatility for MA depending on the reported trends. Visa and Mastercard earnings estimates
• Neutral Sentiment: Mastercard launched a U.S.-dollar corporate debit card with Egypt’s National Bank, expanding its commercial-payments presence in the region. Egypt corporate debit card launch
• Negative Sentiment: Truist issued a pessimistic forecast for MA shares. The bearish outlook presents a counterweight to the positive earnings expectations and could limit upside if Mastercard’s results or guidance disappoint. Truist forecast for Mastercard

Insider Buying and Selling

In related news, insider Raj Seshadri sold 1,977 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total value of $1,047,276.21. Following the completion of the transaction, the insider directly owned 16,429 shares of the company’s stock, valued at approximately $8,702,934.17. This trade represents a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $540.00, for a total transaction of $108,000.00. Following the transaction, the insider owned 3,322 shares in the company, valued at approximately $1,793,880. The trade was a 5.68% 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. In the last quarter, insiders have sold 7,005 shares of company stock worth $3,689,976. Company insiders own 0.09% of the company’s stock.

About Mastercard

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.