Seaport Res Ptn Forecasts Mastercard’s Q1 Earnings (NYSE:MA)

Mastercard Incorporated (NYSE:MA) – Seaport Res Ptn cut their Q1 2025 earnings per share estimates for shares of Mastercard in a report issued on Tuesday, January 14th. Seaport Res Ptn analyst J. Cantwell now anticipates that the credit services provider will earn $3.73 per share for the quarter, down from their prior forecast of $3.75. Seaport Res Ptn has a “Hold” rating on the stock. The consensus estimate for Mastercard’s current full-year earnings is $14.46 per share. Seaport Res Ptn also issued estimates for Mastercard’s Q2 2025 earnings at $4.05 EPS, Q3 2025 earnings at $4.27 EPS, Q4 2025 earnings at $4.36 EPS, FY2025 earnings at $16.41 EPS, Q1 2026 earnings at $4.33 EPS, Q2 2026 earnings at $4.72 EPS, Q3 2026 earnings at $4.96 EPS, Q4 2026 earnings at $5.09 EPS and FY2026 earnings at $19.09 EPS.

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

A number of other research analysts have also recently commented on MA. UBS Group increased their price target on shares of Mastercard from $590.00 to $610.00 and gave the company a “buy” rating in a research report on Thursday, November 14th. Barclays boosted their price target on shares of Mastercard from $536.00 to $576.00 and gave the stock an “overweight” rating in a research note on Thursday, October 10th. TD Cowen raised their price objective on Mastercard from $533.00 to $567.00 and gave the company a “buy” rating in a research note on Friday, November 15th. Piper Sandler reiterated an “overweight” rating and issued a $575.00 price objective (up previously from $565.00) on shares of Mastercard in a report on Friday, November 15th. Finally, BMO Capital Markets increased their target price on Mastercard from $550.00 to $565.00 and gave the company an “outperform” rating in a report on Thursday, November 14th. Four equities research analysts have rated the stock with a hold rating, twenty-two have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, Mastercard has a consensus rating of “Moderate Buy” and an average price target of $566.63.

Mastercard Price Performance

Shares of Mastercard stock opened at $523.08 on Wednesday. The business’s 50-day moving average price is $524.17 and its 200-day moving average price is $493.43. The firm has a market capitalization of $480.10 billion, a PE ratio of 39.57, a price-to-earnings-growth ratio of 2.00 and a beta of 1.10. Mastercard has a 12 month low of $425.48 and a 12 month high of $537.70. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 2.36.

Institutional Trading of Mastercard

A number of hedge funds have recently modified their holdings of MA. Charles Schwab Trust Co lifted its position in Mastercard by 2.3% during the 4th quarter. Charles Schwab Trust Co now owns 7,981 shares of the credit services provider’s stock valued at $4,203,000 after acquiring an additional 182 shares during the period. Legal Advantage Investments Inc. lifted its holdings in shares of Mastercard by 3.0% during the fourth quarter. Legal Advantage Investments Inc. now owns 2,471 shares of the credit services provider’s stock valued at $1,301,000 after purchasing an additional 71 shares during the last quarter. Solidarity Wealth LLC boosted its position in shares of Mastercard by 6.3% in the 4th quarter. Solidarity Wealth LLC now owns 21,877 shares of the credit services provider’s stock worth $11,520,000 after purchasing an additional 1,287 shares in the last quarter. Aspiriant LLC grew its stake in shares of Mastercard by 5.5% in the 4th quarter. Aspiriant LLC now owns 3,045 shares of the credit services provider’s stock worth $1,603,000 after buying an additional 160 shares during the last quarter. Finally, Crossmark Global Holdings Inc. increased its position in Mastercard by 2.2% during the 4th quarter. Crossmark Global Holdings Inc. now owns 93,477 shares of the credit services provider’s stock valued at $49,222,000 after buying an additional 1,983 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

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

Mastercard Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 7th. Shareholders of record on Thursday, January 9th will be issued a $0.76 dividend. This is an increase from Mastercard’s previous quarterly dividend of $0.66. The ex-dividend date of this dividend is Friday, January 10th. This represents a $3.04 dividend on an annualized basis and a yield of 0.58%. Mastercard’s dividend payout ratio is 19.97%.

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.