Rothschild & Co Wealth Management UK Ltd Sells 3,329 Shares of Mastercard Incorporated $MA

Rothschild & Co Wealth Management UK Ltd trimmed its position in Mastercard Incorporated (NYSE:MA) by 0.2% in the second quarter, Holdings Channel reports. The firm owned 1,349,278 shares of the credit services provider’s stock after selling 3,329 shares during the quarter. Mastercard accounts for 10.0% of Rothschild & Co Wealth Management UK Ltd’s holdings, making the stock its 5th biggest holding. Rothschild & Co Wealth Management UK Ltd’s holdings in Mastercard were worth $692,989,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. J. Stern & Co. LLP increased its holdings in shares of 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 valued at $41,444,231,000 after acquiring an additional 72,461,743 shares during the last quarter. Norges Bank bought a new position in Mastercard during the fourth quarter worth $6,705,708,000. Cardano Risk Management B.V. lifted its stake in Mastercard by 861.6% during the fourth quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock worth $2,324,743,000 after purchasing an additional 3,648,748 shares during the last quarter. State Street Corp boosted its holdings in Mastercard by 2.8% in the third 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 during the period. Finally, Cibc World Markets Corp acquired a new position in Mastercard in the fourth quarter worth $497,311,000. 97.28% of the stock is owned by institutional investors.

Mastercard Price Performance

NYSE MA opened at $574.33 on Friday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The firm 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. 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 current ratio of 1.06 and a quick ratio of 1.06.

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

Mastercard Announces Dividend

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

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

Insiders Place Their Bets

In related news, insider Raj Seshadri sold 1,977 shares of Mastercard stock in a transaction dated 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 transaction, the insider directly owned 16,429 shares of the company’s stock, valued at $8,702,934.17. The trade was a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $575.00, for a total transaction of $8,838,900.00. Following the completion of the sale, the chief executive officer owned 93,693 shares in the company, valued at approximately $53,873,475. This trade represents a 14.09% 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 90 days, insiders have sold 71,357 shares of company stock valued at $40,637,262. 0.09% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MA. Clear Str raised shares of Mastercard to a “strong-buy” rating in a report on Thursday, July 16th. Morgan Stanley lifted their price target on shares of Mastercard from $679.00 to $681.00 and gave the company an “overweight” rating in a report on Friday, July 31st. KeyCorp boosted their price objective on shares of Mastercard from $670.00 to $680.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. TD Cowen increased their price objective on shares of Mastercard from $664.00 to $667.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Barclays raised their target price on shares of Mastercard from $640.00 to $660.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $661.93.

Mastercard Company 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.