King Luther Capital Management Corp Has $96.71 Million Holdings in Mastercard Incorporated $MA

King Luther Capital Management Corp grew its stake in Mastercard Incorporated (NYSE:MA) by 1.7% in the third quarter, HoldingsChannel reports. The fund owned 170,013 shares of the credit services provider’s stock after acquiring an additional 2,853 shares during the period. King Luther Capital Management Corp’s holdings in Mastercard were worth $96,705,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of MA. Laurel Wealth Advisors LLC raised its position in shares of Mastercard by 55,868.1% during the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after acquiring an additional 13,397,168 shares during the last quarter. Norges Bank acquired a new stake in Mastercard in the second quarter worth about $6,725,317,000. Massachusetts Financial Services Co. MA raised its holdings in Mastercard by 25.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock worth $3,580,909,000 after purchasing an additional 1,299,977 shares during the last quarter. Vanguard Group Inc. raised its holdings in Mastercard by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after purchasing an additional 955,533 shares during the last quarter. Finally, Geode Capital Management LLC lifted its position in 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 purchasing an additional 542,841 shares during the period. 97.28% of the stock is owned by institutional investors.

Mastercard Trading Up 1.2%

MA opened at $527.97 on Thursday. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The firm has a market cap of $474.11 billion, a PE ratio of 31.96, a price-to-earnings-growth ratio of 1.68 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. The firm’s fifty day moving average is $552.89 and its two-hundred day moving average is $562.32.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The business had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. During the same quarter in the prior year, the company earned $3.82 EPS. The firm’s quarterly revenue was up 17.5% on a year-over-year basis. Equities research analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s payout ratio is 21.07%.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Cloudflare + Mastercard launch a cybersecurity platform aimed at small businesses — expands Mastercard’s merchant value-added services (new recurring revenue opportunity; strengthens SME stickiness). Cloudflare and Mastercard launch cybersecurity platform for small businesses
• Positive Sentiment: Ericsson and Mastercard link platforms to speed cross-border money movement — partnership targets high-volume mobile and telco rails, potentially increasing processed volume and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Mastercard rolls out agentic commerce pilots (India and with banks) enabling AI agents to transact — positions MA to capture future payments volume from AI-driven purchases. Mastercard and Visa enlist banks for agentic payment pilots
• Positive Sentiment: Mastercard signals readiness to roll out AI-enabled payments and other AI features — supports long-term product differentiation and higher-margin services. Mastercard is ready to roll out AI payments
• Positive Sentiment: Regional growth: partnership with Grameenphone in Bangladesh and a new fleet solutions portfolio in APAC extend Mastercard’s merchant reach and vertical product sales. Grameenphone and Mastercard partner to unlock new possibilities in digital lifestyle Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Exploratory blockchain work with BlackRock on the XRP Ledger signals strategic diversification into tokenized rails and custody/institutional flows. BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: ESG/community initiatives (Inclusion Hub for autistic Australians; music program in Manchester) support brand and regulatory goodwill but are unlikely to drive near-term revenue. Mastercard unveils Inclusion Hub New Mastercard programme aims to break barriers for young Mancunians in music
• Neutral Sentiment: Analyst commentary (Zacks pieces) reiterates Mastercard’s deep moat and industry positioning despite margin pressure from tech spend — supports investor confidence but is not new company-specific news. Payments Power Play: MA or AXP
• Negative Sentiment: Regulatory/competitive risk: UK and some banks are exploring national payment alternatives to Visa/Mastercard — could pressure long-term interchange volumes in certain markets. UK looking at Visa and Mastercard alternatives Visa and Mastercard on red alert

Analysts Set New Price Targets

Several equities research analysts have recently commented on MA shares. TD Cowen lifted their price target on shares of Mastercard from $668.00 to $671.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Morgan Stanley lifted their target price on shares of Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a research report on Thursday, January 22nd. Citigroup upgraded Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Finally, Daiwa Securities Group set a $610.00 price objective on Mastercard and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Mastercard presently has an average rating of “Buy” and a consensus target price of $669.27.

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.