Seaport Res Ptn Forecasts Increased Earnings for Mastercard

Mastercard Incorporated (NYSE:MA) – Analysts at Seaport Res Ptn upped their FY2025 earnings estimates for shares of Mastercard in a research note issued to investors on Monday, July 14th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will earn $15.94 per share for the year, up from their prior estimate of $15.86. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Mastercard’s current full-year earnings is $15.91 per share. Seaport Res Ptn also issued estimates for Mastercard’s Q4 2025 earnings at $4.05 EPS, Q1 2026 earnings at $4.29 EPS, Q2 2026 earnings at $4.71 EPS, Q3 2026 earnings at $4.84 EPS, Q4 2026 earnings at $4.81 EPS and FY2026 earnings at $18.65 EPS.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, May 1st. The credit services provider reported $3.73 EPS for the quarter, topping the consensus estimate of $3.57 by $0.16. Mastercard had a net margin of 45.21% and a return on equity of 196.87%. The firm had revenue of $7.25 billion for the quarter, compared to analysts’ expectations of $7.12 billion. During the same period in the previous year, the firm posted $3.31 EPS. The company’s revenue for the quarter was up 14.2% on a year-over-year basis.

Other equities research analysts have also recently issued reports about the stock. Citigroup boosted their price target on shares of Mastercard from $650.00 to $652.00 and gave the stock a “buy” rating in a research report on Monday, May 5th. KeyCorp boosted their price target on shares of Mastercard from $630.00 to $635.00 and gave the stock an “overweight” rating in a research report on Friday, May 2nd. The Goldman Sachs Group reissued a “buy” rating and set a $633.00 price target on shares of Mastercard in a research report on Wednesday, April 2nd. Evercore ISI assumed coverage on shares of Mastercard in a report on Wednesday, April 9th. They issued an “in-line” rating and a $550.00 target price on the stock. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Mastercard in a report on Friday, June 6th. Six analysts have rated the stock with a hold rating, twenty-four have issued a buy rating and three have given a strong buy rating to the stock. Based on data from MarketBeat, Mastercard presently has an average rating of “Moderate Buy” and an average price target of $611.50.

Mastercard Trading Up 0.9%

Shares of NYSE:MA opened at $555.16 on Wednesday. The company’s 50-day moving average price is $567.85 and its two-hundred day moving average price is $548.05. The company has a debt-to-equity ratio of 2.81, a current ratio of 1.11 and a quick ratio of 1.11. Mastercard has a one year low of $428.86 and a one year high of $594.71. The stock has a market capitalization of $506.14 billion, a PE ratio of 38.93, a price-to-earnings-growth ratio of 2.39 and a beta of 1.02.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 8th. Shareholders of record on Wednesday, July 9th will be given a dividend of $0.76 per share. The ex-dividend date of this dividend is Wednesday, July 9th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 0.55%. Mastercard’s payout ratio is presently 21.32%.

Insider Buying and Selling at Mastercard

In related news, insider Linda Pistecchia Kirkpatrick sold 959 shares of the stock in a transaction that occurred on Friday, June 13th. The shares were sold at an average price of $572.86, for a total transaction of $549,372.74. Following the sale, the insider owned 25,540 shares in the company, valued at approximately $14,630,844.40. This trade represents a 3.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Craig Vosburg sold 14,051 shares of the stock in a transaction that occurred on Thursday, June 5th. The stock was sold at an average price of $585.05, for a total transaction of $8,220,537.55. Following the sale, the insider owned 58,451 shares in the company, valued at $34,196,757.55. This represents a 19.38% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 38,753 shares of company stock worth $20,351,084. 0.09% of the stock is currently owned by company insiders.

Institutional Trading of Mastercard

Several large investors have recently made changes to their positions in MA. Vanguard Group Inc. boosted its position in Mastercard by 0.5% in the first quarter. Vanguard Group Inc. now owns 77,544,675 shares of the credit services provider’s stock valued at $42,503,787,000 after buying an additional 365,537 shares in the last quarter. FMR LLC boosted its position in Mastercard by 4.3% in the fourth quarter. FMR LLC now owns 22,267,937 shares of the credit services provider’s stock valued at $11,725,627,000 after buying an additional 912,856 shares in the last quarter. Kingstone Capital Partners Texas LLC acquired a new stake in Mastercard in the second quarter valued at approximately $11,421,213,000. Price T Rowe Associates Inc. MD boosted its position in Mastercard by 4.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 20,096,979 shares of the credit services provider’s stock valued at $11,015,557,000 after buying an additional 907,184 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in Mastercard by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 18,657,792 shares of the credit services provider’s stock valued at $9,800,202,000 after buying an additional 282,739 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Company Profile

Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. The company offers integrated products and value-added services for account holders, merchants, financial institutions, digital partners, businesses, governments, and other organizations, such as programs that enable issuers to provide consumers with credits to defer payments; payment products and solutions that allow its customers to access funds in deposit and other accounts; prepaid programs services; and commercial credit, debit, and prepaid payment products and solutions.