Greenleaf Trust Sells 1,205 Shares of Mastercard Incorporated $MA

Greenleaf Trust decreased its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,384 shares of the credit services provider’s stock after selling 1,205 shares during the quarter. Greenleaf Trust’s holdings in Mastercard were worth $13,551,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Mastercard by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock valued at $45,612,087,000 after acquiring an additional 466,514 shares during the period. J. Stern & Co. LLP increased its position in Mastercard by 53,535.0% during the fourth quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after acquiring an additional 72,461,743 shares during the period. State Street Corp raised 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 valued at $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Mastercard by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock valued at $11,773,153,000 after purchasing an additional 349,369 shares during the period. Finally, Capital International Investors boosted its holdings 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 purchasing an additional 759,584 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Trading Up 0.4%

Shares of MA opened at $569.05 on Friday. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The company has a market cap of $498.49 billion, a price-to-earnings ratio of 31.30, a PEG ratio of 1.70 and a beta of 0.72. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $601.77. The stock has a fifty day moving average price of $530.35 and a two-hundred day moving average price of $516.55.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The business had revenue of $9.28 billion during the quarter, compared to analyst estimates of $9.08 billion. During the same quarter last year, the business posted $4.15 earnings per share. Mastercard’s revenue for the quarter was up 14.1% compared to the same quarter last year. Analysts predict that Mastercard Incorporated will post 19.84 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Thursday, July 9th were paid a $0.87 dividend. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s dividend payout ratio is presently 19.14%.

Insider Activity

In other Mastercard news, insider Sandra A. Arkell sold 200 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the insider 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the completion of the transaction, the insider directly owned 16,429 shares of the company’s stock, valued at $8,625,225. This trade represents a 22.71% 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. In the last 90 days, insiders have sold 62,913 shares of company stock valued at $35,769,036. Insiders own 0.09% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Bill Ackman’s investment adds credibility: Pershing Square disclosed a new Mastercard position as part of its largest portfolio overhaul in years. Ackman’s stated focus on long-term earnings growth and Mastercard’s potential in agentic commerce is providing a positive sentiment catalyst. Reuters article
• Positive Sentiment: Stablecoin expansion creates a new growth opportunity: Mastercard is making a major push into digital dollars and euros, positioning its network and services to benefit as stablecoins gain wider use in payments. This could expand transaction volumes and value-added services, although execution and regulatory risks remain. Motley Fool article
• Positive Sentiment: Digital-payments expansion in Africa: Mastercard and TeamApt announced a strategic collaboration to broaden digital payments across Africa, opening a potentially large market for payment acceptance and financial services. Mastercard and TeamApt article
• Positive Sentiment: Most Zacks Research revisions were favorable: FY2026 EPS estimates increased to $19.72 from $19.40, while FY2027 and FY2028 estimates rose to $22.34 and $25.74, respectively. Estimates for the first three quarters of fiscal 2027 were also raised, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: An analyst described Mastercard as a rare growth-at-a-reasonable-price opportunity, citing double-digit revenue growth, strong margins, cybersecurity services and resilient consumer spending. However, the shares still trade at a premium valuation, making continued execution important. Seeking Alpha article
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $4.99 from $5.01 and Q4 2027 EPS to $5.92 from $6.27. These modest cuts introduce some near-term caution despite the higher full-year forecasts.

Analyst Ratings Changes

MA has been the topic of several research reports. UBS Group boosted their price objective on shares of Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating and set a $701.00 price target on shares of Mastercard in a research note on Thursday, July 30th. Truist Financial upped their price target on Mastercard from $554.00 to $633.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Barclays raised their price objective on Mastercard from $640.00 to $660.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Five research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $661.93.

Mastercard 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.