Q1 EPS Estimates for Mastercard Decreased by Seaport Res Ptn

Mastercard Incorporated (NYSE:MA) – Stock analysts at Seaport Res Ptn decreased their Q1 2025 EPS estimates for Mastercard in a report released on Thursday, January 30th. Seaport Res Ptn analyst J. Cantwell now expects that the credit services provider will post earnings per share of $3.64 for the quarter, down from their previous forecast of $3.73. Seaport Res Ptn currently has a “Hold” rating on the stock. The consensus estimate for Mastercard’s current full-year earnings is $16.04 per share. Seaport Res Ptn also issued estimates for Mastercard’s Q3 2025 earnings at $4.20 EPS, Q4 2025 earnings at $4.25 EPS, FY2025 earnings at $16.14 EPS, Q1 2026 earnings at $4.31 EPS, Q3 2026 earnings at $4.89 EPS, Q4 2026 earnings at $4.93 EPS and FY2026 earnings at $18.85 EPS.

Mastercard (NYSE:MA) last released its earnings results on Thursday, January 30th. The credit services provider reported $3.82 EPS for the quarter, beating analysts’ consensus estimates of $3.71 by $0.11. Mastercard had a return on equity of 188.47% and a net margin of 45.71%.

A number of other research analysts also recently issued reports on MA. William Blair reaffirmed an “outperform” rating on shares of Mastercard in a report on Friday. Robert W. Baird raised their price target on shares of Mastercard from $545.00 to $575.00 and gave the company an “outperform” rating in a report on Wednesday, October 16th. UBS Group boosted their price objective on shares of Mastercard from $600.00 to $660.00 and gave the company a “buy” rating in a report on Friday. TD Cowen raised their target price on shares of Mastercard from $533.00 to $567.00 and gave the stock a “buy” rating in a report on Friday, November 15th. Finally, Monness Crespi & Hardt upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and set a $640.00 target price for the company in a research note on Friday. Four equities research analysts have rated the stock with a hold rating, twenty-three have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $598.60.

Mastercard Stock Performance

NYSE:MA opened at $564.48 on Monday. Mastercard has a twelve month low of $428.86 and a twelve month high of $576.94. The stock has a market cap of $518.10 billion, a P/E ratio of 40.64, a price-to-earnings-growth ratio of 2.23 and a beta of 1.10. The firm’s fifty day simple moving average is $528.28 and its 200 day simple moving average is $501.78. The company has a quick ratio of 1.29, a current ratio of 1.03 and a debt-to-equity ratio of 2.68.

Hedge Funds Weigh In On Mastercard

Several large investors have recently made changes to their positions in the business. Czech National Bank increased its holdings in shares of Mastercard by 7.4% in the 3rd quarter. Czech National Bank now owns 167,963 shares of the credit services provider’s stock worth $82,940,000 after buying an additional 11,513 shares during the last quarter. GAMMA Investing LLC raised its holdings in shares of Mastercard by 27.1% in the 3rd quarter. GAMMA Investing LLC now owns 10,513 shares of the credit services provider’s stock valued at $5,191,000 after purchasing an additional 2,239 shares in the last quarter. WealthBridge Capital Management LLC raised its holdings in Mastercard by 261.1% in the third quarter. WealthBridge Capital Management LLC now owns 5,532 shares of the credit services provider’s stock worth $2,732,000 after purchasing an additional 4,000 shares in the last quarter. Azzad Asset Management Inc. ADV purchased a new stake in Mastercard in the third quarter valued at about $5,129,000. Finally, Diversified Trust Co raised its stake in Mastercard by 0.3% in the 3rd quarter. Diversified Trust Co now owns 22,045 shares of the credit services provider’s stock worth $10,886,000 after acquiring an additional 63 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 7th. Shareholders of record on Thursday, January 9th will be paid a $0.76 dividend. This represents a $3.04 dividend on an annualized basis and a yield of 0.54%. The ex-dividend date is Friday, January 10th. This is a positive change from Mastercard’s previous quarterly dividend of $0.66. Mastercard’s dividend payout ratio is presently 21.89%.

Mastercard announced that its board has approved a share buyback plan on Tuesday, December 17th that allows the company to repurchase $12.00 billion in shares. This repurchase authorization allows the credit services provider to repurchase up to 2.5% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

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.