Wilmington Savings Fund Society FSB Reduces Stake in Mastercard Incorporated $MA

Wilmington Savings Fund Society FSB reduced its stake in shares of Mastercard Incorporated (NYSE:MA) by 26.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,488 shares of the credit services provider’s stock after selling 19,379 shares during the quarter. Wilmington Savings Fund Society FSB’s holdings in Mastercard were worth $30,425,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new position in shares of Mastercard in the 2nd quarter worth approximately $29,000. Robbins Farley raised its holdings in Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after buying an additional 18 shares during the period. Tacita Capital Inc lifted its position in Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after buying an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC lifted its position in Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after buying an additional 40 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new position in Mastercard during the second quarter worth $37,000. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Stock Down 0.3%

Shares of MA opened at $506.89 on Wednesday. The firm has a fifty day moving average price of $530.23 and a 200-day moving average price of $552.85. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. The firm has a market capitalization of $452.05 billion, a P/E ratio of 30.68, a P/E/G ratio of 1.64 and a beta of 0.83. Mastercard Incorporated has a 12-month low of $465.59 and a 12-month high of $601.77.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping 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 for the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter last year, the firm posted $3.82 EPS. The firm’s revenue was up 17.5% compared to the same quarter last year. Equities research analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is 21.07%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on MA. Bank of America initiated coverage on shares of Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 price objective on the stock. Truist Financial set a $611.00 price target on shares of Mastercard in a research note on Tuesday, February 10th. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. HSBC raised shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, TD Cowen restated a “buy” rating on shares of Mastercard in a research report on Tuesday. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $670.83.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard agreed to acquire stablecoin infrastructure firm BVNK for up to $1.8 billion — its biggest crypto deal to date — giving Mastercard on‑chain settlement technology to bridge fiat and blockchain rails for cross‑border and B2B payments. The move signals vertical integration (from partnerships to ownership) and a faster path to capture future payments flows. Read More.
• Positive Sentiment: Mastercard said it built a generative AI model to surface payment insights and improve fraud detection, reinforcing margin-accretive, value‑added services that can raise take rates and lower loss costs. AI capabilities strengthen the company’s product moat for issuers and merchants. Read More.
• Positive Sentiment: Crypto ecosystem expansion: TRON and other firms joined Mastercard’s Crypto Partner Program, broadening on‑ramps and partner flow that support the BVNK integration and potential stablecoin settlement volumes. More partners increase the addressable market for on‑chain payments. Read More.
• Neutral Sentiment: Deal structure and timing: the BVNK purchase includes contingent payments (roughly $300M tied to performance) and is expected to close later this year — meaning near‑term cash and integration risk but staggered headline costs. Management’s M&A calls and transcripts reiterate strategic rationale but leave execution details to watch. Read More.
• Negative Sentiment: Regulatory/legal overhang: a UK ruling found default merchant fees problematic and Mastercard can appeal — ongoing legal and antitrust scrutiny of interchange and fee structures could pressure revenue or require changes to merchant pricing in some markets. Read More.

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.