Greenleaf Trust Sells 1,205 Shares of Mastercard Incorporated $MA

Greenleaf Trust lessened its holdings in Mastercard Incorporated (NYSE:MA) by 4.4% during the second quarter, HoldingsChannel.com reports. The firm owned 26,384 shares of the credit services provider’s stock after selling 1,205 shares during the period. Greenleaf Trust’s holdings in Mastercard were worth $13,551,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the company. Border to Coast Pensions Partnership Ltd boosted its position in Mastercard by 7.3% during the first quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock worth $70,089,000 after purchasing an additional 9,504 shares during the period. Canada Post Corp Registered Pension Plan raised its position in shares of Mastercard by 6.1% in the fourth quarter. Canada Post Corp Registered Pension Plan now owns 65,414 shares of the credit services provider’s stock valued at $37,344,000 after purchasing an additional 3,768 shares during the period. Marble Wealth LLC bought a new position in shares of Mastercard in the fourth quarter valued at about $1,328,000. Charles Lim Capital Ltd acquired a new stake in shares of Mastercard during the 4th quarter worth about $15,699,000. Finally, Gamco Investors INC. ET AL lifted its stake in shares of Mastercard by 5.4% during the 1st quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock worth $14,093,000 after buying an additional 1,434 shares during the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Insider Transactions at Mastercard

In other news, insider Raj Seshadri sold 4,828 shares of the stock in a transaction 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 completion of the transaction, the insider directly owned 16,429 shares in the company, valued at approximately $8,625,225. This represents a 22.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider J. Mehra Sachin sold 3,000 shares of Mastercard stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $571.87, for a total value of $1,715,610.00. Following the sale, the insider directly owned 40,916 shares in the company, valued at $23,398,632.92. The trade was a 6.83% 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 three months, insiders have sold 62,913 shares of company stock valued at $35,769,036. 0.09% of the stock is owned by company insiders.

Mastercard Stock Performance

Shares of NYSE:MA opened at $569.05 on Friday. 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 $498.49 billion, a price-to-earnings ratio of 31.30, a price-to-earnings-growth ratio of 1.70 and a beta of 0.72. The company has a debt-to-equity ratio of 3.96, a current ratio of 1.06 and a quick ratio of 1.06. The company’s 50 day simple moving average is $530.35 and its 200 day simple moving average is $516.55.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The firm had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same quarter last year, the business posted $4.15 EPS. The company’s revenue was up 14.1% compared to the same quarter last year. As a group, research analysts predict that Mastercard Incorporated will post 19.84 EPS for the current fiscal year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Shareholders 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 yield of 0.6%. Mastercard’s payout ratio is presently 19.14%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on MA shares. Royal Bank Of Canada raised their price objective on shares of Mastercard from $629.00 to $642.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating and issued a $701.00 price target on shares of Mastercard in a research note on Thursday, July 30th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Mastercard in a report on Tuesday, July 21st. Barclays boosted their price target on Mastercard from $640.00 to $660.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Finally, TD Cowen increased their price target on Mastercard from $664.00 to $667.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Mastercard presently has a consensus rating of “Buy” and a consensus price target of $661.93.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman’s investment adds credibility: Pershing Square disclosed a new Mastercard position as part of its largest portfolio overhaul in years. Ackman’s stated focus on long-term earnings growth and Mastercard’s potential in agentic commerce is providing a positive sentiment catalyst. Reuters article
• Positive Sentiment: Stablecoin expansion creates a new growth opportunity: Mastercard is making a major push into digital dollars and euros, positioning its network and services to benefit as stablecoins gain wider use in payments. This could expand transaction volumes and value-added services, although execution and regulatory risks remain. Motley Fool article
• Positive Sentiment: Digital-payments expansion in Africa: Mastercard and TeamApt announced a strategic collaboration to broaden digital payments across Africa, opening a potentially large market for payment acceptance and financial services. Mastercard and TeamApt article
• Positive Sentiment: Most Zacks Research revisions were favorable: FY2026 EPS estimates increased to $19.72 from $19.40, while FY2027 and FY2028 estimates rose to $22.34 and $25.74, respectively. Estimates for the first three quarters of fiscal 2027 were also raised, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: An analyst described Mastercard as a rare growth-at-a-reasonable-price opportunity, citing double-digit revenue growth, strong margins, cybersecurity services and resilient consumer spending. However, the shares still trade at a premium valuation, making continued execution important. Seeking Alpha article
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $4.99 from $5.01 and Q4 2027 EPS to $5.92 from $6.27. These modest cuts introduce some near-term caution despite the higher full-year forecasts.

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.