Sather Financial Group Inc Has $55.84 Million Stake in Mastercard Incorporated $MA

Sather Financial Group Inc grew its stake in shares of Mastercard Incorporated (NYSE:MA) by 9.7% in the second quarter, Holdings Channel reports. The institutional investor owned 108,715 shares of the credit services provider’s stock after purchasing an additional 9,593 shares during the period. Mastercard accounts for approximately 3.2% of Sather Financial Group Inc’s holdings, making the stock its 12th biggest position. Sather Financial Group Inc’s holdings in Mastercard were worth $55,836,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Nvest Financial LLC lifted its stake in shares of Mastercard by 12.9% in the second quarter. Nvest Financial LLC now owns 2,074 shares of the credit services provider’s stock valued at $1,065,000 after buying an additional 237 shares during the period. CWS Financial Advisors LLC lifted its position in shares of Mastercard by 21.9% in the 2nd quarter. CWS Financial Advisors LLC now owns 1,153 shares of the credit services provider’s stock worth $592,000 after acquiring an additional 207 shares during the period. Great Lakes Retirement Inc. grew its holdings in shares of Mastercard by 1.4% during the 2nd quarter. Great Lakes Retirement Inc. now owns 6,397 shares of the credit services provider’s stock worth $3,285,000 after purchasing an additional 86 shares in the last quarter. Assetmark Inc. increased its position in shares of Mastercard by 2.5% during the second quarter. Assetmark Inc. now owns 250,522 shares of the credit services provider’s stock valued at $128,668,000 after purchasing an additional 6,198 shares during the period. Finally, Chicago Partners Investment Group LLC increased its holdings in Mastercard by 14.9% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 11,440 shares of the credit services provider’s stock valued at $6,067,000 after buying an additional 1,483 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Insider Activity

In other Mastercard news, insider J. Mehra Sachin sold 1,000 shares of the business’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $572.07, for a total value of $572,070.00. Following the transaction, the insider owned 39,916 shares of the company’s stock, valued at approximately $22,834,746.12. The trade was a 2.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $570.31, for a total value of $2,440,926.80. Following the sale, the insider owned 31,179 shares in the company, valued at $17,781,695.49. The trade was a 12.07% decrease in their position. 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 three months, insiders sold 71,357 shares of company stock worth $40,637,262. 0.09% of the stock is currently owned by insiders.

Key Headlines Impacting 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

Shares of Mastercard stock opened at $580.26 on Friday. 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 market capitalization of $508.31 billion, a price-to-earnings ratio of 31.92, a P/E/G 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 firm’s 50-day moving average price is $538.80 and its two-hundred day moving average price is $518.06.

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

Mastercard Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Thursday, July 9th were issued a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is currently 19.14%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MA. Truist Financial increased their price target on shares of Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded Mastercard from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. Royal Bank Of Canada increased their target price on Mastercard from $629.00 to $642.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. UBS Group increased their target price on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, Keefe, Bruyette & Woods boosted their price target on Mastercard from $665.00 to $685.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Five analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Mastercard has an average rating of “Buy” and a consensus target price of $661.93.

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.