Stokes Capital Advisors LLC Sells 865 Shares of Mastercard Incorporated $MA

Stokes Capital Advisors LLC decreased its position in Mastercard Incorporated (NYSE:MA) by 5.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 15,946 shares of the credit services provider’s stock after selling 865 shares during the period. Mastercard comprises approximately 2.0% of Stokes Capital Advisors LLC’s portfolio, making the stock its 17th largest position. Stokes Capital Advisors LLC’s holdings in Mastercard were worth $8,794,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Robinswood Financial LLC bought a new position in Mastercard during the first quarter worth about $25,000. Hyposwiss Advisors SA bought a new stake in shares of Mastercard in the fourth quarter worth about $29,000. First Pacific Financial raised its position in shares of Mastercard by 113.8% during the first quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 33 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in shares of Mastercard during the fourth quarter worth about $33,000. Finally, Allied Private Wealth LLC bought a new position in shares of Mastercard during the 2nd quarter valued at about $34,000. Institutional investors own 97.28% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. President Capital boosted their price objective on Mastercard from $693.00 to $729.00 and gave the company a “buy” rating in a research report on Monday, August 17th. Bank of America raised their target price on shares of Mastercard from $700.00 to $735.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Cantor Fitzgerald lifted their price target on shares of Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. The Goldman Sachs Group reissued a “buy” rating and set a $701.00 price objective (up from $674.00) on shares of Mastercard in a research report on Thursday, July 30th. Finally, Evercore raised their price objective on shares of Mastercard from $550.00 to $620.00 in a report on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $681.56.

Insider Buying and Selling at Mastercard

In other news, insider Sachin Mehra sold 3,266 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $584.00, for a total transaction of $1,907,344.00. Following the completion of the transaction, the insider directly owned 36,650 shares in the company, valued at $21,403,600. This represents a 8.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 15,372 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $575.00, for a total value of $8,838,900.00. Following the completion of the transaction, the chief executive officer owned 93,693 shares of the company’s stock, valued at $53,873,475. The trade was a 14.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 67,618 shares of company stock worth $38,854,630. Insiders own 0.09% of the company’s stock.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Robert W. Baird raised its price target from $660 to $710 and upgraded Mastercard to “Outperform,” implying approximately 20.5% upside from the referenced share price. The call reflects confidence in Mastercard’s earnings momentum and long-term growth prospects. Tickerreport.com analyst price target article
• Positive Sentiment: Mastercard is expanding offline payment capabilities in Europe and globally. Beginning in February 2027, newly issued Mastercard cards in Europe are expected to support payments during power or network outages. The initiative could improve reliability, strengthen Mastercard’s value to issuers and merchants, and support transaction growth in its core network. Mastercard offline payments Europe
• Positive Sentiment: Mastercard continues to pursue new payment channels and partnerships. Its collaboration with LuLu Money targets connected financial services for small and midsize businesses, while partnerships involving SoFi and Orbi support a crypto-linked card in Mexico and stablecoin settlement. These efforts could broaden payment volumes and create exposure to emerging digital-finance use cases. Mastercard SoFi and Orbi crypto card
• Positive Sentiment: Mastercard is investing in future growth through technology and geographic expansion, including a second Dublin office, an expanded European technology hub, AI-agent commerce initiatives and a broader collaboration with stc pay Bahrain for small-business payments. Mastercard expands European technology hub
• Neutral Sentiment: Mastercard will report third-quarter 2026 results on October 29. The upcoming earnings release is the next major catalyst, particularly as investors assess transaction growth, cross-border volumes, margins and guidance. Mastercard third-quarter 2026 earnings announcement
• Negative Sentiment: Political support for a stalled credit-card bill could increase regulatory pressure on Mastercard and Visa. Possible changes to network competition and interchange economics could reduce revenue or pricing power and disrupt card-rewards programs. Credit-card bill affecting Mastercard

Mastercard Trading Up 2.6%

NYSE:MA opened at $589.42 on Friday. The company has a market cap of $516.34 billion, a P/E ratio of 32.42, a price-to-earnings-growth ratio of 1.64 and a beta of 0.76. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.23. The business has a 50 day moving average price of $572.28 and a two-hundred day moving average price of $531.15. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96.

Mastercard (NYSE:MA) last posted its quarterly earnings data 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. The company had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm’s revenue was up 14.1% compared to the same quarter last year. During the same period last year, the company earned $4.15 earnings per share. As a group, analysts expect that Mastercard Incorporated will post 19.90 EPS for the current fiscal year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Friday, October 9th will be given a $0.87 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is 19.14%.

About Mastercard

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates the authorization, clearing and settlement of electronic payment transactions, while generally not issuing cards or extending credit itself. Its network supports payments made in stores, online and through mobile devices.

Mastercard’s products and services include consumer and commercial payment cards, digital payment solutions, payment processing, fraud prevention, cybersecurity, identity verification, data and analytics, and open banking tools.