Resona Asset Management Co. Ltd. Sells 28,231 Shares of Mastercard Incorporated $MA

Resona Asset Management Co. Ltd. trimmed its holdings in Mastercard Incorporated (NYSE:MA) by 10.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 245,326 shares of the credit services provider’s stock after selling 28,231 shares during the period. Mastercard accounts for 0.6% of Resona Asset Management Co. Ltd.’s holdings, making the stock its 26th largest position. Resona Asset Management Co. Ltd.’s holdings in Mastercard were worth $125,796,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in MA. Brighton Jones LLC raised its holdings in Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares in the last quarter. Betterment LLC grew its holdings in shares of Mastercard by 6.5% during the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after purchasing an additional 58 shares in the last quarter. Worldquant Millennium Advisors LLC increased its position in shares of Mastercard by 35.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after purchasing an additional 178,387 shares during the period. Finally, Darwin Wealth Management LLC bought a new position in shares of Mastercard in the second quarter worth $431,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard Price Performance

Shares of MA stock opened at $580.26 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The company has a market cap of $508.31 billion, a P/E ratio of 31.92, a P/E/G ratio of 1.72 and a beta of 0.72. The business has a fifty day simple moving average of $538.80 and a 200 day simple moving average of $518.06.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 earnings per share for the quarter, beating the consensus estimate of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The business had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. During the same period last year, the firm posted $4.15 earnings per share. Mastercard’s revenue was up 14.1% compared to the same quarter last year. On average, sell-side analysts forecast that Mastercard Incorporated will post 19.86 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Thursday, July 9th were paid 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 was Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is presently 19.14%.

Insider Buying and Selling

In related news, insider Linda Pistecchia Kirkpatrick sold 4,280 shares of Mastercard 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 approximately $17,781,695.49. The trade was a 12.07% 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 J. Mehra Sachin sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $572.07, for a total transaction of $572,070.00. Following the transaction, the insider owned 39,916 shares of the company’s stock, valued at approximately $22,834,746.12. This represents a 2.44% 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 71,357 shares of company stock worth $40,637,262 in the last quarter. Corporate insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

MA has been the subject of several recent analyst reports. Loop Capital reaffirmed a “buy” rating and set a $631.00 price objective on shares of Mastercard in a research report on Wednesday, June 3rd. Cantor Fitzgerald raised their target price on shares of Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. KeyCorp raised their target price on shares of Mastercard from $670.00 to $680.00 and gave the company an “overweight” rating in a report on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating and issued a $701.00 target price on shares of Mastercard in a research report on Thursday, July 30th. Finally, Royal Bank Of Canada upped their price target on shares of Mastercard from $629.00 to $642.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Five analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $661.93.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is positioning its network for “agentic payments,” in which artificial-intelligence agents make purchases for consumers. Its participation in the Agentic Payments Alliance and CEO Michael Miebach’s comments suggest the company is working to establish standards and capture transaction volume from this emerging market. How Mastercard CEO is preparing for a world where AI agents do the shopping
• Positive Sentiment: Mastercard’s latest quarterly results showed earnings per share of $5.04 and revenue of $9.28 billion, exceeding analyst estimates. Revenue increased 14.1% year over year, reinforcing the company’s growth and profitability profile.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Buy” rating and an average price target of $661.93. However, valuation assessments are mixed: some intrinsic-value models indicate upside, while earnings-based measures suggest MA trades at a premium. Can Mastercard stay cheap as AI payments expand?
• Neutral Sentiment: Mastercard appointed Yasemin Bedir as president of its Eastern Europe, Middle East and Africa region. The change could support regional expansion, but no immediate financial impact was announced. Mastercard appoints Yasemin Bedir as EEMEA president
• Negative Sentiment: A reported UK legal ruling could make millions of people eligible for approximately £70 in compensation related to Mastercard card-fee claims. The potential financial liability and scope of the case remain unclear, but the development adds litigation risk. Mastercard ruling as millions could get compensation
• Negative Sentiment: Chief Business Officer Sachin J. Mehra sold 8,444 shares for roughly $4.87 million across August 19–20. The trades were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although they may weigh modestly on sentiment. Mastercard insider trading filing

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.