NS Partners Ltd Has $47.44 Million Holdings in Mastercard Incorporated $MA

Posted by Francis Steltz on Sep 1st, 2026

NS Partners Ltd trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.3% in the second quarter, according to its most recent filing with the SEC. The firm owned 92,360 shares of the credit services provider’s stock after selling 3,151 shares during the period. Mastercard makes up about 2.0% of NS Partners Ltd’s investment portfolio, making the stock its 14th biggest position. NS Partners Ltd’s holdings in Mastercard were worth $47,436,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in MA. Robinswood Financial LLC bought a new position in shares of Mastercard in the first quarter valued at about $25,000. E Fund Management Hong Kong Co. Ltd. increased its holdings in Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after purchasing an additional 41 shares during the last quarter. Strive Financial Group LLC acquired a new stake in shares of Mastercard in the 4th quarter valued at approximately $27,000. Hyposwiss Advisors SA acquired a new position in shares of Mastercard in the 4th quarter valued at $29,000. Finally, First Pacific Financial grew its position in shares of Mastercard by 113.8% in the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 33 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Insiders Place Their Bets

In other Mastercard news, insider J. Mehra Sachin sold 7,444 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the sale, the insider owned 40,916 shares in the company, valued at approximately $23,613,851.08. This trade represents a 15.39% decrease in their position. The transaction was disclosed in a legal 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 16,628 shares of the company’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $567.68, for a total value of $9,439,383.04. Following the completion of the transaction, the chief executive officer directly owned 115,921 shares of the company’s stock, valued at approximately $65,806,033.28. This trade represents a 12.54% 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. Insiders sold a total of 71,357 shares of company stock worth $40,637,262 in the last three months. Corporate insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on MA. The Goldman Sachs Group reissued a “buy” rating and set a $701.00 price target on shares of Mastercard in a research report on Thursday, July 30th. Loop Capital reaffirmed a “buy” rating and set a $631.00 price target on shares of Mastercard in a research report on Wednesday, June 3rd. Piper Sandler started coverage on shares of Mastercard in a research report on Monday, June 29th. They set an “overweight” rating and a $597.00 price objective for the company. Keefe, Bruyette & Woods raised their price objective on Mastercard from $665.00 to $685.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Finally, Raymond James Financial reiterated an “outperform” rating and set a $632.00 target price on shares of Mastercard in a research report on Friday, July 31st. Five research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Mastercard has a consensus rating of “Buy” and a consensus target price of $666.64.

Get Our Latest Report on Mastercard

Mastercard Stock Down 1.0%

MA opened at $589.32 on Tuesday. The company has a market cap of $516.25 billion, a PE ratio of 32.42, a price-to-earnings-growth ratio of 1.79 and a beta of 0.71. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.62. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. The company has a 50 day moving average of $551.25 and a 200 day moving average of $519.86.

Mastercard (NYSE:MA – Get Free Report) last announced 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. The business 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%. Mastercard’s quarterly revenue was up 14.1% on a year-over-year basis. During the same period last year, the firm posted $4.15 earnings per share. On average, sell-side analysts expect that Mastercard Incorporated will post 19.86 EPS for the current year.

Mastercard Announces Dividend

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

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: AI-powered payments: Mastercard joined Visa, Fiserv and other companies in forming the Agentic Payments Alliance, which aims to establish standards for payments initiated by artificial-intelligence agents. Common rules could help Mastercard capture emerging transaction volume while reducing fragmentation and security concerns. Visa, Mastercard, and Fiserv Just Joined a Group Writing the Rules for AI Agent Payments
Positive Sentiment: International expansion: Visa and Mastercard are working to simplify international money transfers, while Mastercard has reportedly processed the first global card payments in Syria. Broader cross-border payment capabilities and entry into a newly reopened market could support long-term transaction growth, although the immediate financial contribution is likely modest. Visa and Mastercard Want to Simplify International Money Transfers Visa, Mastercard process first global payments in Syria
Positive Sentiment: Analyst and investor support: Erste Group Bank raised its fiscal 2026 EPS forecast for Mastercard. Separately, one market commentary described MA as being near the lower end of its buy zone, suggesting bullish investors may consider a bull call spread. These reports reinforce the view that analysts remain constructive. Mastercard FY2026 EPS Forecast Boosted by Erste Group Bank Investors Can Tap This Spread On Mastercard; Stock In Buy Zone
Positive Sentiment: Mastercard Lighthouse UAE selected six AI startups, potentially expanding the company’s pipeline of artificial-intelligence payment and commerce partnerships. Mastercard Lighthouse UAE Picks Six AI Startups
Neutral Sentiment: A comparison with Evertec focuses on which financial-transaction-services stock offers better value. The coverage does not signal a fundamental change at Mastercard, but it highlights that MA’s roughly 32 price-to-earnings ratio leaves valuation important for investors. EVTC vs. MA: Which Stock Is the Better Value Option?
Negative Sentiment: Mastercard has lagged the S&P 500 over the past year, raising concerns about relative performance despite bullish analyst expectations. With the stock near its 52-week high, investors may also demand continued earnings growth to justify its premium valuation. Is Mastercard Incorporated Stock Underperforming the S&P 500?

About Mastercard

(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.