Sumitomo Mitsui Trust Group Inc. Buys 76,106 Shares of Mastercard Incorporated $MA

Sumitomo Mitsui Trust Group Inc. grew its stake in shares of Mastercard Incorporated (NYSE:MA) by 3.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,233,389 shares of the credit services provider’s stock after acquiring an additional 76,106 shares during the period. Mastercard accounts for about 0.7% of Sumitomo Mitsui Trust Group Inc.’s investment portfolio, making the stock its 18th biggest holding. Sumitomo Mitsui Trust Group Inc.’s holdings in Mastercard were worth $1,270,374,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Pinion Investment Advisors LLC lifted its holdings in shares of Mastercard by 0.8% in the 2nd quarter. Pinion Investment Advisors LLC now owns 2,272 shares of the credit services provider’s stock worth $1,276,000 after buying an additional 18 shares during the period. KRS Capital Management LLC raised its holdings in shares of Mastercard by 0.6% in the second quarter. KRS Capital Management LLC now owns 2,848 shares of the credit services provider’s stock valued at $1,601,000 after acquiring an additional 18 shares in the last quarter. Nvest Financial LLC lifted its stake in Mastercard by 1.2% in the second quarter. Nvest Financial LLC now owns 1,505 shares of the credit services provider’s stock worth $846,000 after acquiring an additional 18 shares during the period. Washington Trust Advisors Inc. grew its holdings in Mastercard by 5.6% during the 2nd quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock worth $191,000 after acquiring an additional 18 shares in the last quarter. Finally, Rialto Wealth Management LLC increased its position in Mastercard by 13.0% during the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock valued at $88,000 after purchasing an additional 18 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Investors rotated back into payments: Zacks notes MA is up ~7.6% over the past month as money flows out of AI trades into steady-growth payment networks, supporting demand for the stock. Mastercard Up 7.6% in a Month
• Positive Sentiment: New co‑brand card rollout: a Citi AAdvantage Globe Mastercard promotion (large bonus + credits) highlights ongoing card partnerships and product-level drivers of new accounts and spend. Such offers can boost TPV and interchange over time. Citi AAdvantage Globe Mastercard review
• Positive Sentiment: Non‑payment services are a growing revenue stream: reporting on how Visa and Mastercard expanded into data, risk services and tokenization underscores diversification beyond interchange, which supports margins and long‑term growth. How nonpayments became big business
• Neutral Sentiment: Commerce media and AI positioning: Mastercard’s commerce‑media strategy and comments about AI agents doing the buying point to new addressable markets, but monetization timelines remain unclear. Mastercard’s commerce media boss on AI agents
• Neutral Sentiment: Analyst coverage is mixed: recent pieces highlight MA as a strong growth name, but broker notes and reiterations (e.g., Monness Hold $525 vs. KBW Buy) show differing targets — this can mute volatility as investors await clearer catalysts. InsiderMonkey analyst roundup
• Neutral Sentiment: Apple Card issuer change: reports that Chase will take over Apple Card issuance introduce potential shifts in co‑brand and network arrangements; impact on MA’s fees/volumes is uncertain and worth monitoring. Apple Card moving to Chase
• Negative Sentiment: Regulatory/legal headwinds: a proposed Visa/Mastercard settlement that could change checkout experiences for shoppers may bring restrictions, remediation costs or revenue impacts if merchant rules or fee structures are altered. That raises downside risk to interchange and business model assumptions. Proposed Visa, Mastercard settlement

Mastercard Stock Down 0.8%

Mastercard stock opened at $575.63 on Monday. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The business has a fifty day moving average price of $557.43 and a 200-day moving average price of $566.88. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. The stock has a market capitalization of $516.92 billion, a price-to-earnings ratio of 36.81, a PEG ratio of 1.95 and a beta of 0.86.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.31 by $0.07. The company had revenue of $8.60 billion for the quarter, compared to analyst estimates of $8.53 billion. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The firm’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.89 EPS. Equities research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a $0.87 dividend. This is a boost from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is 22.25%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on MA shares. Citigroup raised shares of Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Royal Bank Of Canada upped their target price on Mastercard from $645.00 to $654.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research report on Wednesday, October 8th. Hsbc Global Res upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research note on Sunday, December 14th. Five research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $657.48.

Mastercard Company Profile

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.

Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.