Mastercard Incorporated $MA Shares Purchased by Procyon Advisors LLC

Procyon Advisors LLC raised its position in Mastercard Incorporated (NYSE:MA) by 31.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,086 shares of the credit services provider’s stock after purchasing an additional 1,452 shares during the quarter. Procyon Advisors LLC’s holdings in Mastercard were worth $3,462,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. raised its position in Mastercard by 1.2% in the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after purchasing an additional 931,132 shares during the period. Kingstone Capital Partners Texas LLC purchased a new stake in shares of Mastercard in the second quarter worth about $11,421,213,000. Geode Capital Management LLC raised its holdings in shares of Mastercard by 2.8% during the 2nd quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock valued at $11,062,509,000 after buying an additional 542,841 shares during the period. Laurel Wealth Advisors LLC raised its holdings in shares of Mastercard by 55,868.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock valued at $7,541,880,000 after buying an additional 13,397,168 shares during the period. Finally, Norges Bank purchased a new stake in shares of Mastercard during the 2nd quarter valued at about $6,725,317,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Analyst Ratings Changes

MA has been the subject of a number of analyst reports. Cowen restated a “buy” rating on shares of Mastercard in a report on Monday. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $620.00 to $735.00 in a research report on Tuesday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $713.00 price target on shares of Mastercard in a report on Thursday, October 30th. KeyCorp reaffirmed an “overweight” rating and set a $665.00 price target on shares of Mastercard in a research note on Wednesday, October 22nd. Finally, Citigroup upgraded shares of Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $662.08.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Analysts maintain a bullish stance — MA has an average “Buy” rating from analysts, which supports investor confidence into earnings season. Mastercard Incorporated (NYSE:MA) Receives Average Rating of “Buy” from Analysts
• Positive Sentiment: Strategy tailwinds: Mastercard is pushing category-specific prepaid rewards (fuel, EV charging, groceries) to convert incentive spend into recurring network volume — a potential medium-term revenue growth lever. Is Mastercard Turning Incentive Spend Into a Reliable Growth Channel?
• Neutral Sentiment: Upcoming catalyst: Mastercard will report Q4 and full-year 2025 results and host a conference call on Jan. 29 — a near-term event that could move the stock depending on guidance and trends in cross-border and consumer spend. Mastercard Incorporated to Host Conference Call on Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Thought leadership & outlook: Mastercard published payment trends for 2026, reinforcing its product roadmap and strategy execution — useful context but not an immediate earnings driver. Mastercard: Six Payment Trends for 2026
• Negative Sentiment: Regulatory/legal setback in the U.K.: Mastercard, Visa and Revolut lost a court challenge to Britain’s payments regulator over plans to cap cross-border card fees — a ruling that increases the risk of lower cross-border fee revenue in a key market. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap
• Negative Sentiment: U.S. political pressure rising: President Trump and some senators are backing proposals to cap swipe fees and reintroduce the Credit Card Competition Act, which has contributed to recent selloffs in Visa and Mastercard shares. Legislation or regulatory action in the U.S. would hit core interchange revenue. Senators reintroduce Credit Card Competition Act after Trump endorses bill to lower swipe fees Visa and Mastercard stock falls as Trump doubles down on fee crackdown
• Negative Sentiment: Market reaction and sentiment: News coverage shows a recent sell-off in banking and payments names on fears of rate/fee caps; while some analysts call this a buying opportunity, near-term volatility is likely until regulatory outcomes are clearer. U.S Stock Market today: S&P 500 banking index crashes, Visa, Mastercard, JPMorgan Chase share prices down

Mastercard Stock Performance

Shares of MA stock opened at $546.45 on Thursday. The stock has a market capitalization of $490.72 billion, a price-to-earnings ratio of 34.94, a PEG ratio of 1.85 and a beta of 0.86. Mastercard Incorporated has a one year low of $465.59 and a one year high of $601.77. The company’s 50-day simple moving average is $557.59 and its 200-day simple moving average is $566.83. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12.

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

Mastercard Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio is currently 22.25%.

Mastercard 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.