Mastercard Incorporated $MA Shares Sold by Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA) by 36.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,905 shares of the credit services provider’s stock after selling 11,066 shares during the period. Mastercard comprises approximately 2.6% of Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust’s holdings, making the stock its 17th biggest holding. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust’s holdings in Mastercard were worth $9,710,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Robinswood Financial LLC purchased a new stake in shares of Mastercard in the first quarter valued at $25,000. E Fund Management Hong Kong Co. Ltd. increased its position in Mastercard by 820.0% during the 4th 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 Mastercard during the 4th quarter worth about $27,000. Hyposwiss Advisors SA acquired a new position in Mastercard in the 4th quarter valued at about $29,000. Finally, First Pacific Financial lifted its holdings in Mastercard by 113.8% in the 1st 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 in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

MA opened at $574.33 on Friday. The company’s 50 day simple moving average is $536.98 and its 200 day simple moving average is $517.63. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. The stock has a market capitalization of $503.12 billion, a PE ratio of 31.59, a P/E/G ratio of 1.72 and a beta of 0.72.

Mastercard (NYSE:MA) last released its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm had revenue of $9.28 billion during the quarter, compared to the consensus estimate of $9.08 billion. During the same period in the previous year, the firm earned $4.15 earnings per share. Mastercard’s revenue was up 14.1% compared to the same quarter last year. As a group, sell-side analysts expect that Mastercard Incorporated will post 19.86 EPS for the current year.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Thursday, July 9th were paid a dividend of $0.87 per share. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard’s payout ratio is currently 19.14%.

Insider Activity at Mastercard

In other news, 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 transaction of $1,047,276.21. Following the completion of 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 transaction 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 J. Mehra Sachin sold 1,000 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $572.07, for a total value of $572,070.00. Following the completion of the transaction, the insider directly owned 39,916 shares in the company, valued at $22,834,746.12. This trade represents a 2.44% decrease in their ownership of the stock. 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 three months, insiders sold 71,357 shares of company stock worth $40,637,262. 0.09% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on MA. KeyCorp lifted their price target on shares of Mastercard from $670.00 to $680.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Truist Financial raised their target price on shares of Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Royal Bank Of Canada lifted their target price on shares of Mastercard from $629.00 to $642.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Loop Capital reissued a “buy” rating and set a $631.00 price target on shares of Mastercard in a research note on Wednesday, June 3rd. Finally, Barclays raised their price objective on Mastercard from $640.00 to $660.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Five investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $661.93.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is participating in the Agentic Payments Alliance with Rain, Visa and other industry players. The group aims to establish standards for AI agents that can conduct purchases, potentially creating new transaction volumes and strengthening Mastercard’s role in emerging digital payments. Rain forms agentic payments alliance with Visa, Mastercard and other players
• Positive Sentiment: Chief Executive Officer Michael Miebach discussed how Mastercard is preparing for a future in which AI agents shop on behalf of consumers. The strategy could help the company capture payments from a rapidly developing technology trend. How Mastercard CEO is preparing for a world where AI agents do the shopping
• Positive Sentiment: A recent investor analysis highlighted Mastercard’s stable growth outlook, supported by expanding payment volume, cross-border transactions and strong profitability. Stable Growth Trajectory Positions Mastercard for Strong Returns
• Neutral Sentiment: Mastercard appointed Yasemin Bedir as president of its Eastern Europe, Middle East and Africa region. The leadership change could support regional expansion, but its near-term financial impact is unclear. Mastercard appoints Yasemin Bedir as EEMEA president
• Negative Sentiment: Insider J. Mehra Sachin sold 8,444 shares for approximately $4.87 million across August 19–20. Although the sales reduced his holdings, the use of a pre-arranged trading plan makes them a weaker bearish signal than discretionary selling. Mastercard insider trading filing

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.