Monograph Wealth Advisors LLC Boosts Stock Position in Mastercard Incorporated $MA

Monograph Wealth Advisors LLC increased its position in shares of Mastercard Incorporated (NYSE:MA) by 245.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,391 shares of the credit services provider’s stock after acquiring an additional 988 shares during the period. Monograph Wealth Advisors LLC’s holdings in Mastercard were worth $695,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Mastercard by 0.6% during the fourth 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 in the last quarter. J. Stern & Co. LLP grew its holdings in shares of Mastercard by 53,535.0% in the fourth 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 purchasing an additional 72,461,743 shares in the last quarter. State Street Corp increased its stake in Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after buying an additional 997,536 shares during the period. Geode Capital Management LLC lifted its holdings in Mastercard by 1.7% during the 4th 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 in the last quarter. Finally, Capital International Investors boosted its position in Mastercard by 4.4% in the 4th quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock valued at $10,256,368,000 after buying an additional 759,584 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard and Al Etihad Payments announced the launch of the first Jaywan-Mastercard co-badged credit card, which could expand Mastercard’s acceptance and deepen its presence in the UAE payments ecosystem. Article Title
• Positive Sentiment: Coverage highlighting Mastercard as a strong momentum stock and a top non-AI pick among retail investors may be supporting sentiment around the company’s durable network model and defensive appeal. Article Title
• Neutral Sentiment: Mastercard’s AI-focused commentary from Jill Kramer frames artificial intelligence as a tool for creativity and insight, but it does not appear to be a direct near-term earnings catalyst. Article Title
• Neutral Sentiment: Articles about Mastercard’s patent work, World Cup payment performance, and a potential Vocalink sale suggest ongoing strategic activity, but the market impact is still unclear. Article Title
• Negative Sentiment: Comparisons with Affirm argue that MA has less room to run because Affirm offers faster growth, lower valuation, and higher analyst upside, which may be pressuring Mastercard’s relative appeal. Article Title
• Negative Sentiment: Reports that Mastercard may sell a majority stake in its UK payments subsidiary Vocalink raised questions about strategy and exposure to critical payment infrastructure. Article Title
• Negative Sentiment: Bearish commentary about Mastercard “betting billions” on technology that could disrupt its own business, plus stablecoin competition headlines, highlight growing long-term competitive threats in payments. Article Title

Mastercard Stock Performance

NYSE:MA opened at $531.82 on Thursday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The firm has a market capitalization of $469.90 billion, a PE ratio of 30.78, a price-to-earnings-growth ratio of 1.68 and a beta of 0.73. The business’s fifty day moving average price is $506.56 and its 200 day moving average price is $515.08.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same period in the prior year, the firm posted $3.73 EPS. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.62 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be paid a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, July 9th. Mastercard’s dividend payout ratio is currently 20.14%.

Insider Activity at Mastercard

In related news, insider Sandra A. Arkell sold 200 shares of the 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 transaction, the insider directly owned 3,322 shares of the company’s stock, valued at $1,793,880. This trade represents a 5.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of Mastercard stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the sale, the insider owned 16,429 shares in the company, valued at $8,625,225. This represents a 22.71% 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 sold 7,005 shares of company stock worth $3,689,976 over the last quarter. 0.09% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on MA shares. Truist Financial dropped their price target on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating for the company in a research note on Tuesday, May 12th. Barclays began coverage on Mastercard in a report on Wednesday, July 8th. They issued an “overweight” rating and a $640.00 target price for the company. Morgan Stanley reissued an “overweight” rating and set a $679.00 target price on shares of Mastercard in a research note on Friday, May 1st. BMO Capital Markets started coverage on Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 price target on the stock. Finally, Citigroup decreased their price objective on Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Eight analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $653.92.

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.