Mastercard Incorporated $MA Holdings Decreased by Pictet Asset Management Holding SA

Pictet Asset Management Holding SA reduced its stake in shares of Mastercard Incorporated (NYSE:MA) by 19.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,243,705 shares of the credit services provider’s stock after selling 298,872 shares during the quarter. Mastercard comprises about 0.6% of Pictet Asset Management Holding SA’s investment portfolio, making the stock its 28th largest holding. Pictet Asset Management Holding SA owned 0.14% of Mastercard worth $638,684,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of MA. Robinswood Financial LLC acquired a new position in Mastercard during the 1st quarter valued at about $25,000. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Mastercard by 820.0% in 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 acquiring an additional 41 shares during the period. Strive Financial Group LLC acquired a new stake in shares of Mastercard in the 4th quarter worth approximately $27,000. Hyposwiss Advisors SA bought a new position in shares of Mastercard in the fourth quarter valued at approximately $29,000. Finally, First Pacific Financial boosted its holdings in shares of Mastercard by 113.8% in the first quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock valued at $31,000 after acquiring an additional 33 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is positioning its network for “agentic payments,” in which artificial-intelligence agents make purchases for consumers. Its participation in the Agentic Payments Alliance and CEO Michael Miebach’s comments suggest the company is working to establish standards and capture transaction volume from this emerging market. How Mastercard CEO is preparing for a world where AI agents do the shopping
• Positive Sentiment: Mastercard’s latest quarterly results showed earnings per share of $5.04 and revenue of $9.28 billion, exceeding analyst estimates. Revenue increased 14.1% year over year, reinforcing the company’s growth and profitability profile.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Buy” rating and an average price target of $661.93. However, valuation assessments are mixed: some intrinsic-value models indicate upside, while earnings-based measures suggest MA trades at a premium. Can Mastercard stay cheap as AI payments expand?
• Neutral Sentiment: Mastercard appointed Yasemin Bedir as president of its Eastern Europe, Middle East and Africa region. The change could support regional expansion, but no immediate financial impact was announced. Mastercard appoints Yasemin Bedir as EEMEA president
• Negative Sentiment: A reported UK legal ruling could make millions of people eligible for approximately £70 in compensation related to Mastercard card-fee claims. The potential financial liability and scope of the case remain unclear, but the development adds litigation risk. Mastercard ruling as millions could get compensation
• Negative Sentiment: Chief Business Officer Sachin J. Mehra sold 8,444 shares for roughly $4.87 million across August 19–20. The trades were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although they may weigh modestly on sentiment. Mastercard insider trading filing

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. The Goldman Sachs Group reiterated a “buy” rating and set a $701.00 price objective on shares of Mastercard in a research note on Thursday, July 30th. UBS Group upped their target price on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Robert W. Baird lifted their price target on Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Susquehanna dropped their price objective on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research note on Friday, May 1st. Finally, Morgan Stanley upped their price objective on Mastercard from $679.00 to $681.00 and gave the company 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 assigned a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $661.93.

Insider Activity at Mastercard

In other news, insider Sandra A. Arkell sold 200 shares of the 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 completion of the sale, the insider owned 3,322 shares in the company, valued at approximately $1,793,880. This represents a 5.68% 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 1,000 shares of the firm’s 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 sale, the insider directly owned 39,916 shares of the company’s stock, valued at approximately $22,834,746.12. This 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. In the last three months, insiders have sold 71,357 shares of company stock worth $40,637,262. 0.09% of the stock is owned by corporate insiders.

Mastercard Stock Up 1.1%

NYSE MA opened at $580.26 on Friday. 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 $538.80 and its 200 day simple moving average is $518.06. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a market capitalization of $508.31 billion, a P/E ratio of 31.92, a PEG ratio of 1.74 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 EPS for the quarter, beating the consensus estimate of $4.77 by $0.27. The business had revenue of $9.28 billion during the quarter, compared to analyst estimates of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business’s quarterly revenue was up 14.1% on a year-over-year basis. During the same period in the prior year, the business earned $4.15 earnings per share. Equities research analysts expect that Mastercard Incorporated will post 19.86 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Thursday, July 9th were issued a $0.87 dividend. 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 dividend payout ratio is currently 19.14%.

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.