IFP Advisors Inc Buys 2,418 Shares of Mastercard Incorporated $MA

IFP Advisors Inc boosted its stake in Mastercard Incorporated (NYSE:MA) by 12.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,615 shares of the credit services provider’s stock after acquiring an additional 2,418 shares during the quarter. IFP Advisors Inc’s holdings in Mastercard were worth $11,101,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock valued at $61,000 after purchasing an additional 18 shares in the last quarter. Thomasville National Bank boosted 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 buying an additional 19 shares during the period. Castle Rock Wealth Management LLC grew its holdings in shares of Mastercard by 2.8% during the fourth quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock worth $387,000 after buying an additional 19 shares in the last quarter. Resurgent Financial Advisors LLC grew its holdings in shares of Mastercard by 1.2% during the third quarter. Resurgent Financial Advisors LLC now owns 1,597 shares of the credit services provider’s stock worth $908,000 after buying an additional 19 shares in the last quarter. Finally, Silicon Valley Capital Partners raised its position in Mastercard by 1.1% in the 3rd quarter. Silicon Valley Capital Partners now owns 1,717 shares of the credit services provider’s stock valued at $977,000 after buying an additional 19 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MA has been the topic of several research reports. Cantor Fitzgerald boosted their target price on Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Raymond James Financial reiterated an “outperform” rating and issued a $632.00 price objective on shares of Mastercard in a report on Friday, July 31st. Wall Street Zen lowered shares of Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Robert W. Baird increased their target price on shares of Mastercard from $660.00 to $680.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Finally, TD Cowen increased their target price on shares of Mastercard from $664.00 to $667.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Five analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $661.93.

Mastercard Stock Up 1.4%

Mastercard stock opened at $567.50 on Friday. The company has a debt-to-equity ratio of 3.96, a current ratio of 1.06 and a quick ratio of 1.06. The company’s 50-day moving average is $528.81 and its 200-day moving average is $516.18. The firm has a market capitalization of $497.14 billion, a PE ratio of 31.22, a P/E/G ratio of 1.68 and a beta of 0.72. 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 results on Thursday, July 30th. The credit services provider reported $5.04 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 analysts’ expectations of $9.08 billion. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.Mastercard’s quarterly revenue was up 14.1% on a year-over-year basis. During the same quarter last year, the company posted $4.15 earnings per share. Sell-side analysts anticipate that Mastercard Incorporated will post 19.82 earnings per share for the current year.

Mastercard Dividend Announcement

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

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman adds Mastercard to Pershing Square portfolios: Ackman identified Mastercard as one of six new holdings, alongside Visa and Netflix. His view that the companies can deliver strong earnings growth provides a high-profile endorsement and may increase investor interest in MA. Reuters article on Ackman’s new investments
• Positive Sentiment: Potential upside from agentic commerce: Investors are assessing whether AI agents that initiate and authenticate transactions could expand Mastercard’s higher-growth services business and allow the company to capture additional payment-related economics. Mastercard and agentic commerce article
• Positive Sentiment: Stablecoin payments pilot expands Mastercard’s digital strategy: Mastercard and Borderless.xyz launched a cross-border stablecoin payments pilot using Mastercard Crypto Credential standards, potentially supporting future transaction growth while emphasizing compliance and verification. Mastercard stablecoin payments pilot
• Positive Sentiment: Analyst earnings expectations remain constructive: Erste Group Bank raised its fiscal-year EPS forecast for Mastercard to $19.92 from $19.66, above the broader consensus estimate of $19.82. Recent results also showed double-digit revenue growth and an earnings beat, reinforcing the company’s growth profile. Mastercard EPS estimate article
• Neutral Sentiment: Payments-sector backdrop is favorable: RBC reported that fintech and payments companies exceeded quarterly expectations amid solid consumer spending, a supportive environment for Mastercard’s transaction volumes. However, the report does not represent a company-specific forecast. RBC payments-sector analysis
• Negative Sentiment: Legal and valuation risks remain: A pending UK Mastercard consumer lawsuit could result in compensation payments, while the stock’s elevated valuation leaves MA sensitive to weaker growth, regulatory pressure, or disappointing guidance. Mastercard lawsuit article

Insider Activity at Mastercard

In other Mastercard news, insider Raj Seshadri sold 4,828 shares of the firm’s 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 completion of the sale, the insider owned 16,429 shares of the company’s stock, valued at $8,625,225. This trade represents a 22.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 on 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 trade represents a 5.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 62,913 shares of company stock worth $35,769,036 in the last three months. 0.09% of the stock is owned by company insiders.

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.