Mastercard Incorporated $MA Holdings Cut by Seilern Investment Management Ltd

Posted by Brenda Bartman on Aug 9th, 2026

Seilern Investment Management Ltd decreased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 169,410 shares of the credit services provider’s stock after selling 8,555 shares during the period. Mastercard makes up approximately 11.0% of Seilern Investment Management Ltd’s investment portfolio, making the stock its biggest position. Seilern Investment Management Ltd’s holdings in Mastercard were worth $87,009,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Robinswood Financial LLC purchased a new stake in Mastercard in the first quarter worth approximately $25,000. E Fund Management Hong Kong Co. Ltd. raised its position in 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 purchasing an additional 41 shares during the period. Strive Financial Group LLC purchased a new stake in Mastercard during the fourth quarter valued at about $27,000. Hyposwiss Advisors SA purchased a new stake in Mastercard during the fourth quarter valued at about $29,000. Finally, First Pacific Financial grew its stake 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 valued at $31,000 after buying an additional 33 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Insider Activity

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $540.00, for a total transaction of $108,000.00. Following the completion of the sale, the insider directly owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This represents a 5.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 stock in a transaction that occurred on 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 transaction, the chief executive officer owned 93,693 shares in the company, valued at $53,873,475. The trade was a 14.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 62,913 shares of company stock worth $35,769,036. Company insiders own 0.09% of the company’s stock.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Stablecoin initiatives create new growth opportunities: Mastercard is partnering with Borderless.xyz to test trusted cross-border stablecoin payment flows using Mastercard Crypto Credential. It is also a founding validator for Circle’s Arc blockchain, which is scheduled to launch on September 16. These efforts could produce future transaction-processing, compliance and infrastructure revenue. Mastercard and Borderless.xyz stablecoin partnership
Positive Sentiment: Fiserv partnership expands Mastercard’s merchant reach: Connecting Mastercard Merchant Cloud with Fiserv Commerce Hub will give enterprise merchants broader access to payment services across online, mobile and in-store channels, potentially supporting transaction growth and value-added-services revenue. Mastercard expands merchant reach through Fiserv
Positive Sentiment: Analysts remain bullish: Wall Street maintains a favorable view of MA, with recent target increases including Cantor Fitzgerald’s $695 target. The optimism follows Mastercard’s latest earnings beat: quarterly EPS was $5.04 versus $4.77 expected, while revenue rose 14.1% year over year to $9.28 billion. Wall Street outlook for Mastercard
Neutral Sentiment: Mastercard’s corporate-card launches in the UAE and Egypt and expanded premium travel benefits in Asia may increase regional usage, although the immediate earnings contribution is likely limited. Mastercard regional card expansion
Negative Sentiment: Several insiders sold shares: CEO Michael Miebach sold 15,372 shares for about $8.8 million, while J. Mehra Sachin sold 3,000 shares and Linda Pistecchia Kirkpatrick sold 4,280 shares. All trades were made under pre-arranged Rule 10b5-1 plans, which reduces their predictive value, but the cluster of sales can still pressure investor sentiment. Mastercard insider sale filings
Negative Sentiment: Valuation and industry risks remain: With MA trading at roughly 31 times earnings, investors may be sensitive to slowing consumer spending, rising technology costs and regulatory scrutiny of payments and stablecoins.

Wall Street Analysts Forecast Growth

MA has been the topic of several recent research reports. Cantor Fitzgerald raised their price target on Mastercard from $650.00 to $695.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Clear Str raised Mastercard to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Robert W. Baird upped their price target on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a report on Tuesday, July 7th. Finally, Susquehanna dropped their price target on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating for the company in a research report on Friday, May 1st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $661.93.

Get Our Latest Stock Analysis on MA

Mastercard Stock Down 2.4%

MA stock opened at $562.20 on Friday. The stock has a market capitalization of $496.75 billion, a P/E ratio of 30.92, a P/E/G 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. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77. The business has a fifty day moving average price of $522.37 and a 200-day moving average price of $515.41.

Mastercard (NYSE:MA – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, topping 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 analyst estimates of $9.08 billion. During the same period in the previous year, the business posted $4.15 earnings per share. The business’s revenue for the quarter was up 14.1% on a year-over-year basis. Equities analysts forecast that Mastercard Incorporated will post 19.81 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently declared 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. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Thursday, July 9th. Mastercard’s payout ratio is currently 19.14%.

Mastercard Profile

(Free Report)

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.