Pictet Asset Management Holding SA Has $638.68 Million Stock Position in Mastercard Incorporated $MA

Posted by Brenda Bartman on Aug 23rd, 2026

Pictet Asset Management Holding SA reduced its position in Mastercard Incorporated (NYSE:MA – Free Report) by 19.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,243,705 shares of the credit services provider’s stock after selling 298,872 shares during the period. Mastercard comprises approximately 0.6% of Pictet Asset Management Holding SA’s holdings, making the stock its 28th largest position. Pictet Asset Management Holding SA’s holdings in Mastercard were worth $638,684,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Robinswood Financial LLC acquired a new position in Mastercard in the 1st quarter worth approximately $25,000. E Fund Management Hong Kong Co. Ltd. raised its stake in Mastercard by 820.0% during the 4th 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 period. Strive Financial Group LLC acquired a new stake in Mastercard during the 4th quarter valued at $27,000. Hyposwiss Advisors SA purchased a new stake in shares of Mastercard in the fourth quarter valued at $29,000. Finally, First Pacific Financial lifted 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 purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Clear Str upgraded Mastercard to a “strong-buy” rating in a research report on Thursday, July 16th. Piper Sandler initiated coverage on Mastercard in a report on Monday, June 29th. They issued an “overweight” rating and a $597.00 target price on the stock. Wall Street Zen lowered shares of Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Morgan Stanley raised their price target on shares of Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Finally, UBS Group boosted their price objective on shares of Mastercard from $640.00 to $670.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Five investment 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’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $661.93.

Read Our Latest Stock Report on Mastercard

Insider Transactions at Mastercard

In related news, insider Sandra A. Arkell sold 200 shares of the firm’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 transaction, the insider owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This trade represents a 5.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of Mastercard stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the completion of the sale, the insider owned 16,429 shares of the company’s stock, valued at $8,625,225. This trade represents a 22.71% 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. Insiders have sold a total of 71,357 shares of company stock valued at $40,637,262 in the last ninety days. 0.09% of the stock is currently owned by insiders.

Trending Headlines about Mastercard

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

Mastercard Price Performance

MA opened at $580.26 on Friday. The stock has a market cap of $508.31 billion, a price-to-earnings ratio of 31.92, a PEG ratio of 1.74 and a beta of 0.72. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. 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 stock has a fifty day moving average price of $538.80 and a 200 day moving average price of $518.06.

Mastercard (NYSE:MA – Get Free Report) last issued its earnings results on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The firm had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same quarter in the previous year, the company posted $4.15 earnings per share. The business’s quarterly revenue was up 14.1% compared to the same quarter last year. Analysts forecast that Mastercard Incorporated will post 19.86 EPS for the current fiscal year.

Mastercard Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Thursday, July 9th were paid 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 payout ratio is presently 19.14%.

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.