Mastercard (NYSE:MA – Get Free Report) had its price objective upped by TD Cowen from $667.00 to $726.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has a “buy” rating on the credit services provider’s stock. TD Cowen‘s price target would suggest a potential upside of 13.70% from the company’s current price.
A number of other research firms have also weighed in on MA. KeyCorp upped their price objective on shares of Mastercard from $722.00 to $735.00 and gave the stock an “overweight” rating in a research note on Friday. President Capital lifted their price target on shares of Mastercard from $693.00 to $729.00 and gave the company a “buy” rating in a research note on Monday, August 17th. Susquehanna boosted their price target on shares of Mastercard from $665.00 to $740.00 and gave the stock a “positive” rating in a research report on Friday. BNP Paribas Exane lifted their target price on Mastercard from $680.00 to $713.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Finally, Keefe, Bruyette & Woods upped their price objective on Mastercard from $685.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $696.88.
Mastercard Stock Performance
Shares of NYSE:MA traded up $2.80 during midday trading on Friday, hitting $638.50. The company had a trading volume of 4,503,648 shares, compared to its average volume of 3,503,552. Mastercard has a 12-month low of $464.52 and a 12-month high of $644.24. The company has a market cap of $559.33 billion, a price-to-earnings ratio of 35.12, a PEG ratio of 1.74 and a beta of 0.76. The company has a fifty day moving average of $585.50 and a two-hundred day moving average of $535.85. 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 (NYSE:MA – Get Free Report) last posted its earnings results on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, topping analysts’ consensus estimates of $5.17 by $0.14. Mastercard had a return on equity of 239.99% and a net margin of 46.34%. The company had revenue of $9.81 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the previous year, the business earned $4.38 earnings per share. The firm’s revenue for the quarter was up 14.0% on a year-over-year basis. On average, equities research analysts expect that Mastercard will post 19.91 EPS for the current fiscal year.
Insider Buying and Selling
In other Mastercard news, insider Linda Kirkpatrick sold 4,280 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the completion of the sale, the insider directly owned 31,179 shares in the company, valued at $17,781,695.49. The trade was a 12.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 371 shares of the stock in a transaction on Friday, October 9th. The shares were sold at an average price of $585.01, for a total value of $217,038.71. Following the completion of the sale, the director owned 8,607 shares of the company’s stock, valued at approximately $5,035,181.07. This represents a 4.13% 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 quarter, insiders sold 56,048 shares of company stock worth $32,527,203. Corporate insiders own 0.09% of the company’s stock.
Institutional Investors Weigh In On Mastercard
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. State Street Corp raised its stake in Mastercard by 1.3% during the second quarter. State Street Corp now owns 36,964,305 shares of the credit services provider’s stock valued at $18,984,867,000 after buying an additional 486,283 shares in the last quarter. Jennison Associates LLC lifted its stake in Mastercard by 10.4% during the first quarter. Jennison Associates LLC now owns 5,123,041 shares of the credit services provider’s stock worth $2,559,779,000 after purchasing an additional 480,725 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in Mastercard by 1.0% in the first quarter. Dimensional Fund Advisors LP now owns 4,225,359 shares of the credit services provider’s stock worth $2,111,216,000 after purchasing an additional 42,871 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in shares of Mastercard by 17.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,666,018 shares of the credit services provider’s stock worth $1,831,763,000 after buying an additional 554,366 shares during the last quarter. Finally, Amundi boosted its holdings in shares of Mastercard by 5.8% in the 2nd quarter. Amundi now owns 3,626,416 shares of the credit services provider’s stock valued at $1,862,527,000 after buying an additional 199,424 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.
Mastercard News Summary
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Q3 results exceeded expectations. Adjusted EPS rose 21% year over year to $5.31, ahead of the $5.17 consensus, while revenue increased 14% to $9.81 billion, surpassing estimates of approximately $9.66 billion. Net income grew 18% to $4.6 billion. Mastercard Beats Q3 Earnings on Higher Cross-Border Volumes & Pricing
- Positive Sentiment: Payment activity and higher-margin services remained strong. Gross dollar volume increased 7%, purchase volume 9%, cross-border volume 11% and switched transactions 9% in local-currency terms. Value-added services and solutions revenue grew 19%, while adjusted operating margin reached 60.5%, reinforcing Mastercard’s ability to grow despite inflation and economic uncertainty. Mastercard caps strong quarter as consumer spending holds up
- Positive Sentiment: Analyst sentiment improved materially. Wells Fargo, RBC, Barclays, Keefe, Bruyette & Woods and Susquehanna all raised their price targets, with new targets ranging from $700 to $750 and ratings of Overweight, Outperform or Positive. Analysts cited durable spending, cross-border growth, pricing and the expansion of fraud prevention, data, marketing, AI-commerce and stablecoin capabilities. Wells Fargo raises Mastercard price target
- Positive Sentiment: Long-term growth initiatives add support. Mastercard is promoting tokenized payments for AI-driven “agentic” commerce, expanding Google Pay and digital-payment partnerships internationally, and continuing share repurchases. These initiatives could diversify growth beyond traditional card transactions. Mastercard backs tokenized card payments
- Neutral Sentiment: The stock’s premium valuation—approximately 35 times earnings—means continued strong execution may already be partly reflected in the share price. Rising technology costs and inflation remain industry-wide risks.
- Negative Sentiment: Mastercard faces a proposed £5 billion UK collective lawsuit alleging excessive interchange fees. The claim is preliminary, but it highlights ongoing regulatory and litigation risks for card networks. Mastercard faces proposed UK lawsuit
About Mastercard
Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.
In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.
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