Sumitomo Mitsui Financial Group Inc. trimmed its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 78.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 295 shares of the credit services provider’s stock after selling 1,055 shares during the quarter. Sumitomo Mitsui Financial Group Inc.’s holdings in Mastercard were worth $168,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently modified their holdings of the company. Banco Santander S.A. increased its position in Mastercard by 3.0% during the third quarter. Banco Santander S.A. now owns 103,620 shares of the credit services provider’s stock valued at $58,940,000 after acquiring an additional 3,031 shares during the last quarter. R Squared Ltd boosted its position in Mastercard by 3.2% in the third quarter. R Squared Ltd now owns 1,290 shares of the credit services provider’s stock worth $734,000 after purchasing an additional 40 shares during the last quarter. Mill Creek Capital Advisors LLC grew its stake in shares of Mastercard by 0.5% during the 3rd quarter. Mill Creek Capital Advisors LLC now owns 20,101 shares of the credit services provider’s stock valued at $11,433,000 after purchasing an additional 94 shares during the period. Lansing Street Advisors increased its position in shares of Mastercard by 10.8% during the 3rd quarter. Lansing Street Advisors now owns 450 shares of the credit services provider’s stock valued at $256,000 after purchasing an additional 44 shares during the last quarter. Finally, Close Asset Management Ltd increased its position in shares of Mastercard by 31.0% during the 3rd quarter. Close Asset Management Ltd now owns 197,878 shares of the credit services provider’s stock valued at $112,515,000 after purchasing an additional 46,869 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Major product rollout — MetaMask Card goes broadly live in the U.S., letting users pay with crypto anywhere Mastercard is accepted and keeping assets self-custodial; the launch includes on-chain rewards and availability in New York, which strengthens Mastercard’s position in crypto payments. Mastercard Brings MetaMask Crypto Payments to US Shoppers
- Positive Sentiment: Wider MetaMask partnership rollout reported across U.S. issuances and card programs — multiple outlets note the MetaMask–Mastercard card and debit-like product expansion, reinforcing expected volume and fee capture from crypto-native spend. MetaMask expands Mastercard crypto card across the US
- Positive Sentiment: Strategic hiring for crypto and DeFi — Mastercard is recruiting a Director of Crypto Flows to lead stablecoin card launches and DeFi integrations, signaling deeper commitment to digital-asset revenue streams. This hiring was flagged across industry outlets and suggests ongoing product investment rather than a beta experiment. Mastercard Seeks Director of Crypto Flows as Payments Giant Deepens Digital Asset Push
- Positive Sentiment: Regional growth partnership — Mastercard signed a deal to accelerate digital payments in Tanzania, supporting geographic expansion and payment volume growth in underpenetrated markets. (Mastercard, Tananian firm partner to fast-track the transformation of digital payment)
- Neutral Sentiment: Minor divestiture — Mastercard sold SessionM to Capillary Technologies for $20 million; small proceeds and focus on core payments/crypto strategy may be viewed as portfolio simplification rather than material to earnings. Capillary Technologies acquires SessionM from Mastercard for $20 million
- Neutral Sentiment: Increased investor attention — Zacks highlights strong retail interest in MA stock, which can amplify intraday moves but doesn’t signal fundamental changes by itself. Investors Heavily Search Mastercard Incorporated (MA): Here is What You Need to Know
- Negative Sentiment: Competitive pressure — European payment apps are explicitly targeting Visa/Mastercard dominance in retail payments; new local rails or fintechs could pressure merchant fees or market share in certain regions over time. European payment app targets Visa, Mastercard dominance with retail-payments push
- Negative Sentiment: Analyst/industry skepticism — A critical report (Citrini) warned of potential issues for Mastercard if crypto traction stalls; timing of hires and expansion invites scrutiny about whether crypto efforts will be accretive or costly. Mastercard Hires for Crypto Just as Citrini Warns It Could Be Obsolete
Mastercard Stock Performance
Mastercard (NYSE:MA – Get Free Report) last posted its quarterly earnings results 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. The business had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business’s quarterly revenue was up 17.5% on a year-over-year basis. During the same period last year, the firm earned $3.82 earnings per share. Equities analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.
Mastercard Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid 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 presently 21.07%.
Analyst Upgrades and Downgrades
A number of equities analysts recently issued reports on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Wells Fargo & Company increased their price target on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. HSBC upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $739.00 target price on shares of Mastercard in a report on Thursday, January 29th. Six 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. Based on data from MarketBeat, Mastercard currently has a consensus rating of “Buy” and a consensus target price of $669.27.
Read Our Latest Research Report on MA
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.
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