California State Teachers Retirement System Sells 36,405 Shares of Mastercard Incorporated $MA

California State Teachers Retirement System cut its position in Mastercard Incorporated (NYSE:MA) by 2.8% in the first quarter, HoldingsChannel.com reports. The firm owned 1,286,652 shares of the credit services provider’s stock after selling 36,405 shares during the quarter. Mastercard comprises about 0.7% of California State Teachers Retirement System’s investment portfolio, making the stock its 19th biggest holding. California State Teachers Retirement System’s holdings in Mastercard were worth $642,889,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. boosted its holdings in Mastercard by 20.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after buying an additional 18 shares during the period. Abacus Planning Group Inc. lifted its position in shares of Mastercard by 3.3% in the fourth quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock valued at $337,000 after acquiring an additional 19 shares in the last quarter. Thomasville National Bank grew its position in shares of Mastercard by 4.1% during the fourth quarter. Thomasville National Bank now owns 479 shares of the credit services provider’s stock worth $273,000 after purchasing an additional 19 shares in the last quarter. Castle Rock Wealth Management LLC raised its stake in Mastercard by 2.8% during the 4th quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock valued at $387,000 after purchasing an additional 19 shares during the period. Finally, Resurgent Financial Advisors LLC lifted its holdings in Mastercard by 1.2% in the 3rd quarter. Resurgent Financial Advisors LLC now owns 1,597 shares of the credit services provider’s stock worth $908,000 after purchasing an additional 19 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Mastercard

In other news, insider Raj Seshadri sold 4,828 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total value of $2,534,700.00. Following the completion of the sale, the insider owned 16,429 shares in the company, valued at approximately $8,625,225. This trade represents a 22.71% 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, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $540.00, for a total transaction of $108,000.00. Following the transaction, the insider directly owned 3,322 shares of the company’s stock, valued at approximately $1,793,880. This represents a 5.68% 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 have sold 7,005 shares of company stock valued at $3,689,976 over the last ninety days. 0.09% of the stock is owned by insiders.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard enters its second-quarter report with favorable earnings momentum. Zacks’ Earnings ESP points to potential for an earnings beat, following the prior quarter’s $4.60 adjusted EPS, which exceeded consensus, and 15.8% year-over-year revenue growth. Mastercard Nears Q2 Earnings With Beat Potential
• Positive Sentiment: Wall Street’s focus is on payment volume, cross-border activity, consumer spending and operating trends in the quarter ended June 2026. Strong results or upbeat guidance could reinforce the stock’s recent strength and premium valuation. Visa and Mastercard Earnings: How Quarterly Estimates Have Evolved
• Positive Sentiment: Mastercard and the National Bank of Egypt launched a U.S.-dollar corporate debit card for large businesses and small and midsize companies. The product expands Mastercard’s cross-border payments reach, though its near-term financial effect is likely modest. Mastercard and NBE Introduce USD Corporate Debit Card in Egypt
• Neutral Sentiment: Reports highlight Mastercard’s efforts to strengthen scam defenses and the possibility of selling Vocalink. Better fraud protection could support trust and payments volume, while a Vocalink transaction could unlock value but may also change the company’s strategic profile. Mastercard Bolsters Scam Defense
• Negative Sentiment: Investors are weighing regulatory risks and increasing competition in digital payments, including stablecoin-based payment services and card issuance. These trends could pressure pricing or reduce Mastercard’s role in some transactions if adoption accelerates. Stablecoin Banking Competition Expands Beyond Settlement

Analysts Set New Price Targets

Several research firms recently weighed in on MA. Citigroup cut their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Truist Financial decreased their price objective on Mastercard from $561.00 to $554.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Clear Str upgraded Mastercard to a “strong-buy” rating in a research report on Thursday, July 16th. Piper Sandler began coverage on shares of Mastercard in a research report on Monday, June 29th. They issued an “overweight” rating and a $597.00 price target on the stock. Finally, UBS Group reiterated a “buy” rating on shares of Mastercard in a research report on Thursday, June 25th. Eight analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $653.65.

Mastercard Price Performance

NYSE:MA opened at $562.96 on Wednesday. The firm has a market capitalization of $497.42 billion, a price-to-earnings ratio of 32.58, a PEG ratio of 1.73 and a beta of 0.73. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. The business has a 50 day simple moving average of $510.49 and a 200-day simple moving average of $514.32. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.73 EPS. Equities analysts forecast that Mastercard Incorporated will post 19.61 EPS for the current year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be paid a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, July 9th. Mastercard’s payout ratio is presently 20.14%.

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.