Pacific Excel Wealth Advisors Inc. Makes New $698,000 Investment in Mastercard Incorporated $MA

Posted by George Bondi on Aug 5th, 2026

Pacific Excel Wealth Advisors Inc. bought a new position in Mastercard Incorporated (NYSE:MA – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,359 shares of the credit services provider’s stock, valued at approximately $698,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Border to Coast Pensions Partnership Ltd increased its holdings in Mastercard by 7.3% in the 1st quarter. Border to Coast Pensions Partnership Ltd now owns 139,844 shares of the credit services provider’s stock worth $70,089,000 after acquiring an additional 9,504 shares during the last quarter. Assetmark Inc. raised its holdings in Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock valued at $130,902,000 after acquiring an additional 9,795 shares during the period. Canada Post Corp Registered Pension Plan raised its stake in shares of Mastercard by 6.1% during the 4th 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 stake in shares of Mastercard during the fourth quarter valued at about $1,328,000. Finally, Charles Lim Capital Ltd purchased a new stake in shares of Mastercard in the fourth quarter worth about $15,699,000. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on MA. Robert W. Baird boosted their price objective on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a research note on Tuesday, July 7th. Morgan Stanley increased their target price on shares of Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a research note on Friday. Royal Bank Of Canada boosted their price target on shares of Mastercard from $629.00 to $642.00 and gave the company an “outperform” rating in a research report on Friday. Truist Financial decreased their price target on shares of Mastercard from $561.00 to $554.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Finally, Piper Sandler initiated coverage on Mastercard in a research report on Monday, June 29th. They issued an “overweight” rating and a $597.00 price objective on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $659.00.

Get Our Latest Stock Report on MA

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: BVNK acquisition expands digital-asset capabilities: Mastercard completed its purchase of stablecoin infrastructure provider BVNK, a deal announced at a value of up to $1.8 billion. The acquisition is intended to connect fiat and digital currencies and strengthen Mastercard’s offerings to banks, businesses and other institutions adopting stablecoins. Mastercard completes acquisition of BVNK to advance global stablecoin capabilities
Positive Sentiment: Fiserv partnership could drive merchant-services growth: Mastercard and Fiserv announced a global partnership combining Fiserv’s Commerce Hub with Mastercard’s merchant services. The collaboration is designed to help enterprise merchants improve payments across channels and markets, potentially increasing Mastercard’s business-to-business and value-added-services opportunities. Fiserv and Mastercard Deepen Global Partnership
Positive Sentiment: Analyst target increases reinforce bullish sentiment: Cantor Fitzgerald raised its Mastercard price target to $695 from $650 and maintained an “overweight” rating. Other reports also cited price-target increases to $680 and $685, suggesting analysts see additional upside following Mastercard’s strong earnings performance. Mastercard price target raised
Positive Sentiment: Premium-card refresh supports payment volume and engagement: Mastercard, Citi and American Airlines introduced enhanced benefits for the Citi/AAdvantage Executive World Legend Mastercard, including expanded lounge access, rewards and travel-related perks. The initiative targets frequent premium travelers and could support spending activity on Mastercard’s network. Mastercard launches richer Citi AAdvantage Executive World Legend Card
Neutral Sentiment: Mastercard announced six senior appointments across Asia Pacific and is reorganizing regional leadership. The moves may improve execution but have no immediate financial impact. Mastercard makes senior appointments across Asia Pacific
Negative Sentiment: CEO Michael Miebach sold a combined 33,256 shares for approximately $19.1 million, reducing his direct holdings by roughly 26%. Because both sales occurred under a pre-arranged Rule 10b5-1 plan, they may reflect scheduled diversification rather than a negative view of Mastercard’s outlook, limiting the bearish signal. Mastercard CEO SEC Form 4 filing

Mastercard Stock Up 0.1%

MA stock opened at $571.26 on Wednesday. The company’s 50 day moving average is $517.87 and its 200 day moving average is $514.63. The stock has a market cap of $504.75 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 1.73 and a beta of 0.72. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77.

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 (EPS) for the quarter, beating the consensus estimate of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business 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. Mastercard’s revenue for the quarter was up 14.1% on a year-over-year basis. Sell-side analysts predict that Mastercard Incorporated will post 19.77 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be issued 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 of this dividend is Thursday, July 9th. Mastercard’s payout ratio is currently 19.14%.

Insider Buying and Selling

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction dated 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 of the company’s stock, valued at $1,793,880. The trade was a 5.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 owned 115,921 shares of the company’s stock, valued at $65,806,033.28. The trade was a 12.54% 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 ninety days, insiders sold 40,261 shares of company stock worth $22,773,599. Corporate insiders own 0.09% of the company’s stock.

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.