Seaport Res Ptn Forecasts Reduced Earnings for Mastercard

Mastercard Incorporated (NYSE:MA) – Analysts at Seaport Res Ptn decreased their Q1 2025 earnings estimates for shares of Mastercard in a research note issued to investors on Thursday, January 30th. Seaport Res Ptn analyst J. Cantwell now forecasts that the credit services provider will post earnings of $3.64 per share for the quarter, down from their prior estimate 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 $14.47 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.

MA has been the subject of a number of other reports. Raymond James reissued an “outperform” rating and set a $640.00 target price (up from $614.00) on shares of Mastercard in a research note on Friday. Keefe, Bruyette & Woods boosted their price objective on shares of Mastercard from $618.00 to $665.00 and gave the company an “outperform” rating in a research report on Friday. Royal Bank of Canada lifted their target price on Mastercard from $572.00 to $650.00 and gave the company an “outperform” rating in a research report on Friday. Mizuho upped their target price on Mastercard from $496.00 to $532.00 and gave the stock an “outperform” rating in a report on Friday, November 1st. Finally, Oppenheimer dropped their target price on shares of Mastercard from $591.00 to $588.00 and set an “outperform” rating on the stock in a report on Thursday, December 19th. 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 stock. Based on data from MarketBeat, Mastercard presently has a consensus rating of “Moderate Buy” and a consensus price target of $595.64.

Mastercard Price Performance

MA opened at $555.63 on Monday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 2.36. The business has a fifty day moving average of $528.28 and a 200 day moving average of $501.43. Mastercard has a 52-week low of $428.86 and a 52-week high of $576.94. The stock has a market cap of $509.97 billion, a P/E ratio of 42.03, a PEG ratio of 2.17 and a beta of 1.10.

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 178.27% and a net margin of 45.26%.

Mastercard Increases Dividend

The business also recently declared 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. The ex-dividend date is Friday, January 10th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 0.55%. This is a boost from Mastercard’s previous quarterly dividend of $0.66. Mastercard’s dividend payout ratio (DPR) is currently 23.00%.

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

Institutional Investors Weigh In On Mastercard

Institutional investors and hedge funds have recently made changes to their positions in the stock. Highline Wealth Partners LLC acquired a new stake in Mastercard during the 3rd quarter worth about $25,000. First Personal Financial Services acquired a new stake in shares of Mastercard during the third quarter worth about $39,000. Legacy Investment Solutions LLC purchased a new stake in Mastercard in the third quarter valued at approximately $55,000. Lowe Wealth Advisors LLC increased its holdings in Mastercard by 24.1% in the 4th quarter. Lowe Wealth Advisors LLC now owns 108 shares of the credit services provider’s stock worth $57,000 after buying an additional 21 shares during the period. Finally, FSA Wealth Management LLC purchased a new position in Mastercard during the 3rd quarter worth approximately $54,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

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.