Mastercard Incorporated $MA Shares Purchased by Kerusso Capital Management LLC

Kerusso Capital Management LLC increased its holdings in shares of Mastercard Incorporated (NYSE:MA) by 23.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,766 shares of the credit services provider’s stock after purchasing an additional 1,475 shares during the period. Kerusso Capital Management LLC’s holdings in Mastercard were worth $3,989,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Mastercard by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after purchasing an additional 466,514 shares during the period. J. Stern & Co. LLP lifted its holdings in shares of Mastercard by 53,535.0% in the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock valued at $41,444,231,000 after buying an additional 72,461,743 shares during the period. State Street Corp lifted its holdings in shares of Mastercard by 2.8% in the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after buying an additional 997,536 shares during the period. Geode Capital Management LLC boosted its stake in shares of Mastercard by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock worth $11,773,153,000 after buying an additional 349,369 shares during the last quarter. Finally, Capital International Investors boosted its stake in shares of Mastercard by 4.4% in the fourth quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock worth $10,256,368,000 after buying an additional 759,584 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently weighed in on MA. Cantor Fitzgerald lifted their price target on Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Royal Bank Of Canada upped their price objective on Mastercard from $629.00 to $642.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. Morgan Stanley upped their price objective on Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Loop Capital reaffirmed a “buy” rating and set a $631.00 price objective on shares of Mastercard in a research note on Wednesday, June 3rd. Finally, Piper Sandler began coverage on shares of Mastercard in a report on Monday, June 29th. They set an “overweight” rating and a $597.00 target price for the company. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus price target of $661.93.

Insider Activity

In related news, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the sale, the insider owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This trade represents a 5.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 16,628 shares of the business’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $567.68, for a total transaction of $9,439,383.04. Following the completion of the sale, the chief executive officer directly owned 115,921 shares of the company’s stock, valued at approximately $65,806,033.28. The trade was a 12.54% decrease in their position. 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. Over the last ninety days, insiders have sold 71,357 shares of company stock worth $40,637,262. Insiders own 0.09% of the company’s stock.

More Mastercard News

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 Stock Performance

NYSE MA opened at $580.26 on Monday. The stock has a market capitalization of $508.31 billion, a price-to-earnings ratio of 31.92, a PEG ratio of 1.74 and a beta of 0.71. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. 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 50-day moving average of $538.80 and a 200 day moving average of $517.80.

Mastercard (NYSE:MA) last issued its quarterly earnings results 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. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The company had revenue of $9.28 billion for the quarter, compared to the consensus estimate of $9.08 billion. During the same quarter in the prior year, the business posted $4.15 earnings per share. Mastercard’s revenue for the quarter was up 14.1% on a year-over-year basis. Sell-side analysts anticipate that Mastercard Incorporated will post 19.86 EPS for the current fiscal year.

Mastercard Announces Dividend

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

Mastercard Company 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.