Elevation Point Wealth Partners LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 90.6% during the 3rd quarter, HoldingsChannel reports. The firm owned 7,676 shares of the credit services provider’s stock after buying an additional 3,648 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Mastercard were worth $4,366,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in MA. Vulcan Value Partners LLC lifted its stake in shares of Mastercard by 6.5% in the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after buying an additional 28,331 shares during the last quarter. Nicholson Wealth Management Group LLC increased its holdings in Mastercard by 153.6% in the 3rd quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock valued at $1,625,000 after buying an additional 1,730 shares during the period. Mn Services Vermogensbeheer B.V. raised its holdings in shares of Mastercard by 1.5% in the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock worth $175,872,000 after buying an additional 4,700 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. lifted its holdings in shares of Mastercard by 88.9% during the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock valued at $8,723,000 after acquiring an additional 7,215 shares during the period. Finally, Global X Japan Co. Ltd. boosted its position in Mastercard by 3,694.7% in the third quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock valued at $5,288,000 after buying an additional 9,052 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts have recently issued reports on MA shares. Wells Fargo & Company upped their price target on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Raymond James Financial dropped their price target on Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an “outperform” rating in a report on Monday, February 2nd. Macquarie Infrastructure increased their target price on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Finally, TD Cowen raised their price target on Mastercard from $668.00 to $671.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $670.83.
Key Headlines Impacting Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Launched a global Crypto Partner Program to connect 85+ crypto firms and on‑chain infrastructure to Mastercard’s card network, positioning MA to capture tokenized settlement and new rails for payments. Mastercard’s On-Chain Push
- Positive Sentiment: Expanded stablecoin ties — SoFiUSD can now be used as a settlement option across Mastercard’s network, opening use cases in cross‑border remittances, B2B payments and programmable treasury that could lower friction and fees for some flows. Can SoFi (SOFI) Leverage Its Mastercard Stablecoin Tie-Up
- Positive Sentiment: Rolled out AI-driven “Virtual C-Suite” starting with a Virtual CFO for small businesses — productizing payments data into actionable finance tools could deepen merchant relationships and create subscription/merchant-service revenue. Mastercard’s Virtual C-Suite Brings AI-Powered CFO
- Positive Sentiment: Partnered with Ericsson to simplify digital money movement for telcos, fintechs and banks — extension into telecom rails targets financial inclusion and new transaction flows in underbanked markets. Ericsson and Mastercard Enhance Global Digital Money Movement
- Positive Sentiment: Industry uptake: multiple blockchain firms (e.g., Ava Labs) and payments infrastructure providers are joining Mastercard’s program, signaling broader ecosystem support that could accelerate real-world usage. Ava Labs joins Mastercard program
- Neutral Sentiment: Analyst and retail interest is elevated with several “trending” and comparative pieces (e.g., Visa vs. Mastercard), which can increase trading volatility but don’t change fundamentals immediately. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy
- Negative Sentiment: Key risk: crypto/on‑chain initiatives face regulatory scrutiny and integration execution risks that could delay monetization or increase compliance costs — investors should weigh adoption timelines and regulatory exposure.
Mastercard Stock Performance
Shares of MA stock opened at $497.98 on Friday. The business’s 50-day moving average price is $532.92 and its 200-day moving average price is $554.32. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. The firm has a market capitalization of $444.11 billion, a price-to-earnings ratio of 30.14, a PEG ratio of 1.61 and a beta of 0.83. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36.
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. During the same quarter in the previous year, the business posted $3.82 EPS. Mastercard’s revenue for the quarter was up 17.5% compared to the same quarter last year. Equities research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.
Mastercard Announces Dividend
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 paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.
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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