Kovitz Investment Group Partners LLC Has $68.10 Million Stock Holdings in Mastercard Incorporated $MA

Kovitz Investment Group Partners LLC boosted its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 119,724 shares of the credit services provider’s stock after purchasing an additional 5,441 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Mastercard were worth $68,100,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new position in shares of Mastercard during the 2nd quarter worth approximately $29,000. Robbins Farley grew its position in Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Tacita Capital Inc raised its stake in Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 19 shares in the last quarter. True Wealth Design LLC lifted its holdings in shares of Mastercard by 45.2% during the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after acquiring an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. bought a new position in shares of Mastercard during the second quarter valued at $37,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic cybersecurity partnership with Cloudflare positions Mastercard to sell security tools to small businesses and strengthen transaction security — a potential new revenue stream and cross‑sell opportunity that supports longer‑term growth. Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership
• Positive Sentiment: Mastercard is tapping telecom partners to reach ~120 million potential customers — a distribution play that can grow prepaid and mobile-first payment penetration in emerging markets. Mastercard Taps Telecoms for 120M Potential Customers
• Positive Sentiment: Local rollout wins: Mastercard enabled Google Pay for cardholders in Saudi Arabia and partnered with Grameenphone in Bangladesh — both moves expand tap‑to‑pay and digital wallet adoption in growth markets. Mastercard enables Google Pay for cardholders in Saudi Arabia
• Positive Sentiment: Product innovation: Mastercard highlights a move toward “agentic AI” — shifting from recommendation to automated action — which could improve fraud prevention, merchant solutions, and customer experiences over time. “We Are Moving From AI Systems That Recommend to That Act”: Mastercard on Agentic AI
• Neutral Sentiment: Coverage pieces reinforce Mastercard’s long-term performance narrative (e.g., 10‑year return retrospectives and momentum stock write‑ups) — useful for sentiment but low immediate impact on fundamentals. $1000 Invested In Mastercard 10 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: Additional reporting explains how Mastercard and Cloudflare will fight cyber threats — supports the partnership narrative but is incremental to the main announcement. How are Mastercard and Cloudfare Fighting Cyber Threats?
• Negative Sentiment: Critical analysis in the Financial Times argues the UK has become overly dependent on Mastercard, highlighting regulatory and political scrutiny risks that could translate into higher compliance costs or policy headwinds. How the UK accidentally shackled itself to Mastercard

Analysts Set New Price Targets

Several research firms have recently weighed in on MA. JPMorgan Chase & Co. lowered their target price on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Morgan Stanley boosted their price target on shares of Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research note on Tuesday, January 27th. Evercore set a $610.00 target price on shares of Mastercard in a research note on Friday, December 12th. Finally, Truist Financial set a $611.00 target price on Mastercard in a report on Tuesday, February 10th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $669.27.

Mastercard Price Performance

Mastercard stock opened at $525.94 on Friday. The business’s 50-day simple moving average is $551.10 and its 200 day simple moving average is $561.70. The stock has a market cap of $472.30 billion, a price-to-earnings ratio of 31.84, a P/E/G ratio of 1.70 and a beta of 0.83. Mastercard Incorporated has a 12-month low of $465.59 and a 12-month high of $601.77. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the previous year, the business posted $3.82 EPS. The company’s quarterly revenue was up 17.5% compared to the same quarter last year. As a group, research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Dividend Announcement

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

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.