Western Wealth Management LLC Has $6.30 Million Stock Position in Mastercard Incorporated $MA

Western Wealth Management LLC lifted its holdings in shares of Mastercard Incorporated (NYSE:MA) by 22.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,616 shares of the credit services provider’s stock after acquiring an additional 2,317 shares during the period. Western Wealth Management LLC’s holdings in Mastercard were worth $6,304,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in MA. Brighton Jones LLC raised its position in Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after buying an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings in Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after acquiring an additional 200 shares during the last quarter. Betterment LLC boosted its holdings in Mastercard by 6.5% during the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after acquiring an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC grew its stake in shares of Mastercard by 35.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after acquiring an additional 178,387 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in shares of Mastercard in the 2nd quarter worth $431,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Insider Activity at Mastercard

In related news, insider Sandra A. Arkell sold 200 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the transaction, the insider owned 3,322 shares in the company, valued at approximately $1,793,880. This represents a 5.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total value of $1,047,276.21. Following the transaction, the insider directly owned 16,429 shares of the company’s stock, valued at approximately $8,702,934.17. This trade represents a 10.74% 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. In the last 90 days, insiders have sold 7,005 shares of company stock valued at $3,689,976. 0.09% of the stock is currently owned by company insiders.

Mastercard Price Performance

Shares of NYSE:MA opened at $578.36 on Friday. The company’s 50-day moving average is $513.36 and its 200 day moving average is $514.22. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The company has a market capitalization of $511.03 billion, a P/E ratio of 33.47, a price-to-earnings-growth ratio of 1.76 and a beta of 0.73. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $601.77.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. The business had revenue of $9.28 billion during the quarter, compared to the consensus estimate of $9.08 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter last year, the company posted $4.15 earnings per share. On average, equities research analysts forecast that Mastercard Incorporated will post 19.61 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be given 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 dividend payout ratio is currently 20.14%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q2 results exceeded expectations: Mastercard reported adjusted EPS of $5.04 versus the $4.77 consensus and revenue of $9.28 billion versus $9.08 billion expected. Revenue rose 14.1% year over year, while profit benefited from higher payment volumes, cross-border transactions, switched transactions and value-added services. Mastercard profit jumps as stable spending drives transaction volumes
• Positive Sentiment: Management raised confidence in growth: Mastercard expects third-quarter net revenue growth at the high end of its low-double-digit range. The anticipated closing of its BVNK acquisition could also strengthen its stablecoin settlement and digital-asset infrastructure. Mastercard expects Q3 2026 revenue growth near the high end of guidance
• Positive Sentiment: Long-term growth opportunities remain attractive: Executives said Mastercard is developing tools for “agentic commerce,” allowing AI shopping agents to authenticate transactions and make payments. Its fraud-detection capabilities and new scam-monitoring program may help the company remain relevant as commerce evolves. How Mastercard plans to compete in agentic commerce
• Positive Sentiment: Industry conditions were supportive: Financial stocks broadly advanced, while stable employment, wage growth, inflation-related transaction values and strong cross-border activity supported spending across Mastercard’s network.
• Neutral Sentiment: Analyst estimate revisions were mixed but modest: some forecasts increased, including FY2027 EPS to $22.27, while others made small reductions to later-quarter or FY2026 estimates. Mastercard’s valuation remains elevated at roughly 33 times earnings.
• Negative Sentiment: Convenience-store groups are challenging Mastercard fines related to vape sales, creating a potential regulatory and merchant-relations issue. Separately, ongoing scrutiny of card “swipe fees” could pose longer-term pressure on network economics. Mastercard responds to challenge of fines for vape sales

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MA. Royal Bank Of Canada dropped their price target on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Citigroup reduced their price objective on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. UBS Group reiterated a “buy” rating on shares of Mastercard in a research note on Thursday, June 25th. Piper Sandler began coverage on shares of Mastercard in a research report on Monday, June 29th. They set an “overweight” rating and a $597.00 target price on the stock. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Mastercard in a research note on Tuesday, July 21st. Eight equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $652.19.

About Mastercard

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.