Mastercard Incorporated $MA Shares Sold by Seilern Investment Management Ltd

Seilern Investment Management Ltd trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA) by 13.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 226,438 shares of the credit services provider’s stock after selling 35,145 shares during the quarter. Mastercard accounts for about 9.4% of Seilern Investment Management Ltd’s portfolio, making the stock its 3rd largest position. Seilern Investment Management Ltd’s holdings in Mastercard were worth $128,800,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Pinion Investment Advisors LLC increased its holdings in shares of Mastercard by 0.8% during the second quarter. Pinion Investment Advisors LLC now owns 2,272 shares of the credit services provider’s stock valued at $1,276,000 after acquiring an additional 18 shares in the last quarter. KRS Capital Management LLC grew its position in Mastercard by 0.6% during the 2nd quarter. KRS Capital Management LLC now owns 2,848 shares of the credit services provider’s stock worth $1,601,000 after purchasing an additional 18 shares during the last quarter. Nvest Financial LLC increased its stake in Mastercard by 1.2% during the 2nd quarter. Nvest Financial LLC now owns 1,505 shares of the credit services provider’s stock valued at $846,000 after purchasing an additional 18 shares in the last quarter. Washington Trust Advisors Inc. raised its holdings in shares of Mastercard by 5.6% in the second quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock worth $191,000 after buying an additional 18 shares during the last quarter. Finally, Rialto Wealth Management LLC raised its holdings in shares of Mastercard by 13.0% in the second quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock worth $88,000 after buying an additional 18 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Stock Performance

Shares of MA stock opened at $572.46 on Monday. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40. The stock has a market cap of $514.07 billion, a PE ratio of 36.60, a price-to-earnings-growth ratio of 2.25 and a beta of 0.87. The business has a 50-day simple moving average of $553.82 and a 200-day simple moving average of $565.84.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, topping the consensus estimate of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The firm had revenue of $8.60 billion for the quarter, compared to analyst estimates of $8.53 billion. During the same period last year, the company earned $3.89 earnings per share. Mastercard’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, equities analysts expect that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be issued a dividend of $0.87 per share. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard’s payout ratio is presently 22.25%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded access to its Merchant Cloud through a collaboration with MoneyHash, which should improve merchant payment performance and drive incremental merchant onboarding and transaction growth. Mastercard Expands Access to Merchant Cloud Through Collaboration With MoneyHash to Enhance Merchant Payment Performance
• Positive Sentiment: Mastercard launched a “Loan on Card” solution to expand lending through its network — a direct revenue lever that could increase interest-related fees and deepen cardholder engagement. Mastercard Introduces Loan on Card to Expand Lending Opportunities
• Positive Sentiment: Institutional collaboration with BlackRock and Franklin Templeton via the ADI Foundation signals growing institutional adoption and credibility for Mastercard’s initiatives, potentially supporting large-scale enterprise partnerships. BlackRock, Mastercard, and Franklin Templeton Announce Collaboration with ADI Foundation, Signaling Institutional Adoption
• Positive Sentiment: Regional expansion: Mastercard boosted its Africa acceptance network ~45% in 2025, supporting long-term volume growth in underpenetrated markets. Mastercard Boosts Africa Acceptance Network by 45% in 2025, Accelerating the Continent’s Digital Economy
• Positive Sentiment: New consumer and marketing initiatives — e.g., McLaren Racing co-branded perks and youth financial-education programs — help drive card engagement and brand differentiation. Mastercard launches McLaren Racing Mastercard Pass with FAB Spendsafe launches Full-Service Financial Education Platform for Youth Backed by Mastercard in Canada
• Neutral Sentiment: Background pieces (INET history, EVTC vs MA comparison) provide context for investors but do not change fundamentals immediately; EVTC comparison may influence value-oriented buy/sell decisions for some investors. How INET Transformed MasterCard Transactions: An Overview EVTC vs. MA: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Regulatory/legal: Visa and Mastercard agreed to pay a combined $167.5M to settle a class-action ATM-fee lawsuit. The charge is manageable vs Mastercard’s market cap but is a reminder of ongoing litigation and regulatory risk in fee practices. Visa, Mastercard to pay $167.5 million in ATM user fee settlement​ Visa and Mastercard agree to pat €142 million to settle ATM fee lawsuit

Analysts Set New Price Targets

MA has been the topic of a number of research analyst reports. Tigress Financial boosted their price objective on shares of Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Evercore ISI set a $610.00 price target on Mastercard in a research note on Friday, December 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $713.00 price objective on shares of Mastercard in a report on Thursday, October 30th. Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research note on Sunday, December 14th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a research report on Wednesday, October 8th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and an average price target of $657.48.

Mastercard Profile

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.