What is William Blair’s Forecast for Mastercard Q1 Earnings?

Mastercard Incorporated (NYSE:MA) – Stock analysts at William Blair cut their Q1 2025 earnings estimates for Mastercard in a research note issued to investors on Monday, November 25th. William Blair analyst A. Jeffrey now forecasts that the credit services provider will post earnings of $3.56 per share for the quarter, down from their prior 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.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, October 31st. The credit services provider reported $3.89 EPS for the quarter, topping the consensus estimate of $3.73 by $0.16. The firm had revenue of $7.37 billion for the quarter, compared to analysts’ expectations of $7.27 billion. Mastercard had a net margin of 45.26% and a return on equity of 178.27%. The company’s revenue for the quarter was up 12.8% on a year-over-year basis. During the same period in the previous year, the firm posted $3.39 EPS.

MA has been the topic of a number of other reports. Morgan Stanley boosted their target price on shares of Mastercard from $544.00 to $564.00 and gave the stock an “overweight” rating in a report on Thursday, November 14th. Susquehanna upped their target price on shares of Mastercard from $540.00 to $605.00 and gave the company a “positive” rating in a report on Friday, November 1st. Argus upgraded Mastercard to a “strong-buy” rating in a report on Thursday, August 1st. TD Cowen boosted their price target on Mastercard from $533.00 to $567.00 and gave the stock a “buy” rating in a research report on Friday, November 15th. Finally, Compass Point started coverage on Mastercard in a research report on Wednesday, September 4th. They issued a “neutral” rating and a $525.00 price objective for the company. Four equities research analysts have rated the stock with a hold rating, twenty-two have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $549.16.

Mastercard Trading Up 0.4 %

Shares of Mastercard stock opened at $528.48 on Tuesday. The stock has a market cap of $485.05 billion, a P/E ratio of 39.98, a P/E/G ratio of 2.32 and a beta of 1.10. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 2.36. Mastercard has a 12-month low of $404.32 and a 12-month high of $534.03. The business’s 50 day moving average is $508.03 and its 200-day moving average is $474.83.

Mastercard Dividend Announcement

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

Insider Activity at Mastercard

In other news, CMO Venkata R. Madabhushi sold 4,685 shares of Mastercard stock in a transaction on Friday, September 20th. The stock was sold at an average price of $489.86, for a total value of $2,294,994.10. Following the transaction, the chief marketing officer now owns 15,031 shares in the company, valued at approximately $7,363,085.66. This trade represents a 23.76 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.10% of the stock is owned by insiders.

Institutional Trading of Mastercard

Several large investors have recently bought and sold shares of the business. Highline Wealth Partners LLC acquired a new position in shares of Mastercard during the third quarter worth $25,000. Strategic Investment Solutions Inc. IL acquired a new position in Mastercard in the 2nd quarter worth about $34,000. Fairway Wealth LLC bought a new position in Mastercard in the second quarter valued at about $35,000. First Personal Financial Services acquired a new stake in shares of Mastercard during the third quarter valued at about $39,000. Finally, Lowe Wealth Advisors LLC grew its holdings in shares of Mastercard by 74.0% during the third quarter. Lowe Wealth Advisors LLC now owns 87 shares of the credit services provider’s stock worth $43,000 after purchasing an additional 37 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

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.