Equities Analysts Issue Forecasts for Mastercard Q1 Earnings

Mastercard Incorporated (NYSE:MA) – William Blair lowered their Q1 2025 earnings per share (EPS) estimates for Mastercard in a research report issued on Monday, November 25th. William Blair analyst A. Jeffrey now expects that the credit services provider will earn $3.56 per share for the quarter, down from their previous forecast of $3.70. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Mastercard’s current full-year earnings is $14.47 per share. William Blair also issued estimates for Mastercard’s Q2 2025 earnings at $4.04 EPS, Q3 2025 earnings at $4.23 EPS, FY2025 earnings at $16.15 EPS, Q1 2026 earnings at $4.20 EPS, Q2 2026 earnings at $4.73 EPS, Q3 2026 earnings at $5.01 EPS and FY2026 earnings at $19.09 EPS.

Other equities research analysts also recently issued reports about the company. Piper Sandler reissued an “overweight” rating and issued a $575.00 price objective (up from $565.00) on shares of Mastercard in a research note on Friday, November 15th. Oppenheimer assumed coverage on Mastercard in a research note on Tuesday, October 1st. They issued an “outperform” rating and a $591.00 price objective for the company. TD Cowen upped their target price on Mastercard from $533.00 to $567.00 and gave the stock a “buy” rating in a research report on Friday, November 15th. Susquehanna upped their target price on Mastercard from $540.00 to $605.00 and gave the stock a “positive” rating in a research report on Friday, November 1st. Finally, KeyCorp upped their target price on Mastercard from $515.00 to $580.00 and gave the stock an “overweight” rating in a research report on Friday, November 1st. Four investment analysts have rated the stock with a hold rating, twenty-two have given a buy rating and two have issued a strong buy rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $549.16.

Mastercard Stock Up 0.7 %

Shares of Mastercard stock opened at $532.19 on Tuesday. The stock has a 50-day moving average price of $508.78 and a 200 day moving average price of $475.23. The company has a market cap of $488.46 billion, a P/E ratio of 40.26, a P/E/G ratio of 2.34 and a beta of 1.10. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 2.36. Mastercard has a 1 year low of $404.32 and a 1 year high of $534.03.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 31st. The credit services provider reported $3.89 EPS for the quarter, beating the consensus estimate of $3.73 by $0.16. The business had revenue of $7.37 billion during the quarter, compared to the consensus estimate of $7.27 billion. Mastercard had a return on equity of 178.27% and a net margin of 45.26%. Mastercard’s revenue was up 12.8% compared to the same quarter last year. During the same period in the prior year, the business posted $3.39 earnings per share.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 8th. Shareholders of record on Wednesday, October 9th were paid a $0.66 dividend. The ex-dividend date was Wednesday, October 9th. This represents a $2.64 annualized dividend and a yield of 0.50%. Mastercard’s payout ratio is currently 19.97%.

Insider Buying and Selling at Mastercard

In other news, CMO Venkata R. Madabhushi sold 4,685 shares of the business’s stock in a transaction dated Friday, September 20th. The shares were sold at an average price of $489.86, for a total transaction of $2,294,994.10. Following the transaction, the chief marketing officer now directly owns 15,031 shares in the company, valued at $7,363,085.66. The trade was a 23.76 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.10% of the company’s stock.

Institutional Trading of Mastercard

Hedge funds and other institutional investors have recently modified their holdings of the stock. State Street Corp lifted its holdings in shares of Mastercard by 0.7% during the 3rd quarter. State Street Corp now owns 35,288,912 shares of the credit services provider’s stock worth $17,425,665,000 after acquiring an additional 257,312 shares during the period. FMR LLC increased its position in Mastercard by 3.4% in the 3rd quarter. FMR LLC now owns 21,355,081 shares of the credit services provider’s stock valued at $10,545,139,000 after acquiring an additional 700,769 shares during the period. Geode Capital Management LLC increased its position in Mastercard by 2.5% in the 3rd quarter. Geode Capital Management LLC now owns 18,375,053 shares of the credit services provider’s stock valued at $9,043,972,000 after acquiring an additional 453,773 shares during the period. International Assets Investment Management LLC increased its position in Mastercard by 120,665.3% in the 3rd quarter. International Assets Investment Management LLC now owns 8,041,758 shares of the credit services provider’s stock valued at $3,971,020,000 after acquiring an additional 8,035,099 shares during the period. Finally, Franklin Resources Inc. increased its position in Mastercard by 4.2% in the 3rd quarter. Franklin Resources Inc. now owns 7,501,814 shares of the credit services provider’s stock valued at $3,800,836,000 after acquiring an additional 304,293 shares during the period. Institutional investors own 97.28% of the company’s stock.

About Mastercard

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.