Guyasuta Investment Advisors Inc. Has $76.84 Million Stock Position in Mastercard Incorporated $MA

Guyasuta Investment Advisors Inc. grew its stake in shares of Mastercard Incorporated (NYSE:MA) by 0.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 149,615 shares of the credit services provider’s stock after purchasing an additional 1,066 shares during the quarter. Mastercard makes up approximately 4.0% of Guyasuta Investment Advisors Inc.’s investment portfolio, making the stock its 5th largest position. Guyasuta Investment Advisors Inc.’s holdings in Mastercard were worth $76,842,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Robinswood Financial LLC bought a new stake in Mastercard during the 1st quarter valued at about $25,000. E Fund Management Hong Kong Co. Ltd. boosted its position in Mastercard by 820.0% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after buying an additional 41 shares during the period. Strive Financial Group LLC bought a new position in Mastercard in the 4th quarter worth about $27,000. Hyposwiss Advisors SA purchased a new position in shares of Mastercard during the fourth quarter worth approximately $29,000. Finally, First Pacific Financial increased its position in shares of Mastercard by 113.8% during the first quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 33 shares during the period. 97.28% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Mastercard

In related news, insider Raj Seshadri sold 1,977 shares of the business’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the completion of the transaction, the insider owned 16,429 shares in the company, valued at $8,702,934.17. The trade was a 10.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the sale, the insider directly owned 31,179 shares of the company’s stock, valued at $17,781,695.49. The trade was a 12.07% 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 quarter, insiders sold 62,913 shares of company stock valued at $35,769,036. 0.09% of the stock is currently owned by corporate insiders.

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

Mastercard Trading Up 1.4%

Shares of NYSE:MA opened at $567.50 on Friday. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The business’s fifty day simple moving average is $528.81 and its 200-day simple moving average is $516.18. The company 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. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 earnings per share 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 firm had revenue of $9.28 billion during the quarter, compared to analysts’ expectations of $9.08 billion. During the same period in the prior year, the business posted $4.15 EPS. The firm’s quarterly revenue was up 14.1% on a year-over-year basis. As a group, equities research analysts predict that Mastercard Incorporated will post 19.82 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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

Analyst Ratings Changes

Several analysts have recently weighed in on MA shares. Raymond James Financial reaffirmed an “outperform” rating and set a $632.00 price target on shares of Mastercard in a research note on Friday, July 31st. UBS Group raised their price objective on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Susquehanna lowered their target price on Mastercard from $670.00 to $665.00 and set a “positive” rating for the company in a report on Friday, May 1st. Morgan Stanley raised their price target on Mastercard from $679.00 to $681.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Finally, Truist Financial increased their target price on shares of Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued 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, Mastercard presently has an average rating of “Buy” and a consensus target price of $661.93.

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.