Mastercard (NYSE:MA – Free Report) had its price objective raised by JPMorgan Chase & Co. from $720.00 to $755.00 in a research report released on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the credit services provider’s stock.
Other research analysts have also issued research reports about the stock. UBS Group boosted their target price on shares of Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Bank of America increased their target price on shares of Mastercard from $700.00 to $735.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Royal Bank Of Canada upped their target price on Mastercard from $696.00 to $742.00 and gave the stock an “outperform” rating in a report on Friday. Loop Capital boosted their target price on shares of Mastercard from $631.00 to $647.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, BNP Paribas Exane upped their price target on shares of Mastercard from $680.00 to $713.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Mastercard currently has an average rating of “Moderate Buy” and an average target price of $698.36.
View Our Latest Analysis on Mastercard
Mastercard Trading Up 0.1%
NYSE MA opened at $638.50 on Friday. The firm has a 50 day moving average of $586.79 and a two-hundred day moving average of $536.21. The stock has a market capitalization of $559.33 billion, a PE ratio of 33.39, a price-to-earnings-growth ratio of 1.81 and a beta of 0.78. Mastercard has a 52 week low of $464.52 and a 52 week high of $644.24. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 3.29.
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share for the quarter, topping analysts’ consensus estimates of $5.17 by $0.14. The company had revenue of $9.81 billion for the quarter, compared to analyst estimates of $9.66 billion. Mastercard had a return on equity of 260.86% and a net margin of 46.73%. The business’s revenue for the quarter was up 14.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.38 EPS. As a group, research analysts expect that Mastercard will post 19.96 EPS for the current fiscal year.
Mastercard Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Friday, October 9th will be issued a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, October 9th. Mastercard’s payout ratio is presently 18.20%.
Insider Activity
In related news, CFO Ling Hai sold 4,317 shares of the firm’s stock in a transaction on Friday, October 16th. The shares were sold at an average price of $620.00, for a total transaction of $2,676,540.00. Following the sale, the chief financial officer directly owned 35,750 shares in the company, valued at $22,165,000. This trade represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 3,266 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total value of $1,907,344.00. Following the transaction, the insider directly owned 36,650 shares in the company, valued at $21,403,600. The trade was a 8.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 39,420 shares of company stock worth $22,882,963 over the last 90 days. Company insiders own 0.09% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently made changes to their positions in the company. Gamco Investors INC. ET AL lifted its holdings in shares of Mastercard by 5.4% in the first quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock valued at $14,093,000 after purchasing an additional 1,434 shares in the last quarter. Reynders McVeigh Capital Management LLC increased its position in Mastercard by 2.2% during the 2nd quarter. Reynders McVeigh Capital Management LLC now owns 141,828 shares of the credit services provider’s stock valued at $72,843,000 after purchasing an additional 3,006 shares during the period. Hsbc Holdings PLC raised its stake in Mastercard by 5.3% during the second quarter. Hsbc Holdings PLC now owns 1,656,528 shares of the credit services provider’s stock valued at $850,004,000 after buying an additional 82,793 shares during the last quarter. SteelPeak Wealth LLC grew its stake in shares of Mastercard by 50.1% in the first quarter. SteelPeak Wealth LLC now owns 14,003 shares of the credit services provider’s stock worth $6,996,000 after acquiring an additional 4,675 shares during the period. Finally, Rockland Trust Co. lifted its position in Mastercard by 6.2% during the third quarter. Rockland Trust Co. now owns 81,392 shares of the credit services provider’s stock valued at $44,885,000 after purchasing an additional 4,751 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.
Mastercard News Roundup
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Q3 results exceeded expectations: Mastercard reported adjusted earnings of $5.31 per share versus the $5.17 consensus, while revenue rose 14% year over year to $9.81 billion, ahead of the $9.66 billion estimate. Net income increased 18% to approximately $4.6 billion. Reuters earnings article
- Positive Sentiment: Payment activity and services remained strong: Purchase volume rose 9%, cross-border volume increased 11%, and switched transactions grew 9% on a local-currency basis. Value-added services revenue advanced 19%, supported by fraud prevention, data and marketing offerings, while the adjusted operating margin reached 60.5%.
- Positive Sentiment: Analyst sentiment improved materially: TD Cowen, Wells Fargo, RBC, Barclays, Keefe, Bruyette & Woods and Susquehanna all raised their price targets, with targets ranging from $700 to $750 and ratings including “buy,” “overweight” and “outperform.” Analysts also highlighted Mastercard’s potential in AI commerce, tokenized payments and stablecoins. Zacks earnings call article
- Neutral Sentiment: Mastercard continues expanding its payments ecosystem through partnerships involving Google Pay, pay-by-bank services, co-branded cards and agentic commerce. These initiatives could support long-term transaction growth, although their near-term financial contribution is uncertain.
- Negative Sentiment: Investors face legal and financial risks. A proposed £5 billion UK collective lawsuit alleges Mastercard’s interchange fees harmed merchants. Separately, nine-month operating cash flow declined 6%, while buybacks and dividends exceeded operating cash flow and debt increased by roughly $4.9 billion. UK lawsuit article
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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