Q3 EPS Estimates for Mastercard Reduced by Seaport Res Ptn

Mastercard Incorporated (NYSE:MA - Free Report) - Equities researchers at Seaport Res Ptn cut their Q3 2025 earnings estimates for Mastercard in a report released on Thursday, April 17th. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will post earnings per share of $4.18 for the quarter, down from their previous forecast of $4.20. Seaport Res Ptn has a "Hold" 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 $4.20 EPS, FY2025 earnings at $16.07 EPS, Q1 2026 earnings at $4.22 EPS, Q3 2026 earnings at $4.84 EPS, Q4 2026 earnings at $4.87 EPS and FY2026 earnings at $18.61 EPS.

Mastercard (NYSE:MA - Get Free Report) last announced its earnings results on Thursday, January 30th. The credit services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.71 by $0.11. Mastercard had a return on equity of 188.47% and a net margin of 45.71%.

MA has been the subject of a number of other research reports. DZ Bank raised shares of Mastercard from a "hold" rating to a "buy" rating and set a $620.00 price target for the company in a report on Tuesday, February 4th. JPMorgan Chase & Co. raised their target price on Mastercard from $590.00 to $610.00 and gave the stock an "overweight" rating in a research note on Friday, January 31st. Morgan Stanley dropped their price target on Mastercard from $654.00 to $644.00 and set an "overweight" rating on the stock in a research note on Friday, January 31st. Macquarie upped their target price on Mastercard from $565.00 to $645.00 and gave the company an "outperform" rating in a research report on Friday, January 31st. Finally, Wells Fargo & Company lifted their price objective on shares of Mastercard from $585.00 to $625.00 and gave the company an "overweight" rating in a research note on Tuesday, February 4th. Six analysts have rated the stock with a hold rating, twenty-three have given a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $607.96.

Mastercard Stock Up 0.8 %

Shares of MA traded up $4.18 during mid-day trading on Friday, hitting $531.51. 1,531,562 shares of the company traded hands, compared to its average volume of 2,624,341. The business has a 50 day moving average of $536.01 and a 200 day moving average of $529.33. The company has a market capitalization of $484.58 billion, a PE ratio of 38.27, a price-to-earnings-growth ratio of 2.37 and a beta of 1.06. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.68. Mastercard has a 1-year low of $428.86 and a 1-year high of $582.23.

Institutional Investors Weigh In On Mastercard

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank purchased a new position in shares of Mastercard in the 4th quarter valued at about $6,022,224,000. GAMMA Investing LLC increased its stake in Mastercard by 65,631.5% in the first quarter. GAMMA Investing LLC now owns 8,225,637 shares of the credit services provider's stock valued at $4,508,636,000 after purchasing an additional 8,213,123 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in Mastercard during the fourth quarter worth approximately $837,017,000. Proficio Capital Partners LLC lifted its holdings in shares of Mastercard by 79,739.7% in the 4th quarter. Proficio Capital Partners LLC now owns 1,555,277 shares of the credit services provider's stock valued at $818,962,000 after purchasing an additional 1,553,329 shares during the last quarter. Finally, Northern Trust Corp lifted its stake in Mastercard by 15.2% in the fourth quarter. Northern Trust Corp now owns 9,149,181 shares of the credit services provider's stock valued at $4,817,684,000 after buying an additional 1,207,787 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Mastercard

In other Mastercard news, CEO Michael Miebach sold 15,775 shares of the stock in a transaction dated Wednesday, March 26th. The stock was sold at an average price of $550.16, for a total value of $8,678,774.00. Following the sale, the chief executive officer now owns 84,871 shares of the company's stock, valued at $46,692,629.36. This trade represents a 15.67 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Edward Grunde Mclaughlin sold 7,132 shares of the firm's stock in a transaction that occurred on Wednesday, March 19th. The shares were sold at an average price of $534.68, for a total transaction of $3,813,337.76. Following the completion of the sale, the insider now directly owns 34,524 shares in the company, valued at approximately $18,459,292.32. This trade represents a 17.12 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.10% of the company's stock.

Mastercard Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 9th. Shareholders of record on Wednesday, April 9th will be given a $0.76 dividend. The ex-dividend date is Wednesday, April 9th. This represents a $3.04 dividend on an annualized basis and a yield of 0.57%. Mastercard's payout ratio is currently 21.89%.

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.