Curated Wealth Partners LLC Lowers Holdings in Mastercard Incorporated $MA

Curated Wealth Partners LLC trimmed its stake in Mastercard Incorporated (NYSE:MA) by 60.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,476 shares of the credit services provider’s stock after selling 2,257 shares during the quarter. Curated Wealth Partners LLC’s holdings in Mastercard were worth $843,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Laurel Wealth Advisors LLC raised its position in shares of Mastercard by 55,868.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after purchasing an additional 13,397,168 shares during the last quarter. Norges Bank purchased a new stake in Mastercard during the 2nd quarter valued at about $6,725,317,000. State Street Corp increased its stake in Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares in the last quarter. Vanguard Group Inc. increased its stake 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 valued at $45,181,341,000 after purchasing an additional 955,533 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its holdings in Mastercard by 792.2% in the fourth quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider’s stock worth $494,110,000 after buying an additional 768,514 shares during the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is piloting AI-powered virtual CFO tools for small businesses — a product push that could deepen merchant relationships, drive higher value services and expand revenue streams beyond interchange. Mastercard bets AI-powered virtual CFOs can fix small-business gap
• Positive Sentiment: Analysts/coverage note Mastercard’s momentum qualities — Zacks highlights MA as a strong momentum stock, which supports investor interest if macro sentiment stabilizes. Here’s Why MasterCard (MA) is a Strong Momentum Stock
• Positive Sentiment: Partnerships and blockchain experiments continue — Mastercard is named as an early user on Solana’s new developer platform and has other blockchain payment initiatives, signaling ongoing product diversification and potential new rails for cross-border/crypto-linked flows. Solana debuts Solana Developer Platform with Mastercard and Western Union as early users
• Positive Sentiment: Local partnerships: Mastercard’s “lifestyle navigator” tie-up with MMT’s Myra highlights continued product/marketing activity in consumer engagement channels in growing markets. Mastercard collabs with MMT’s Myra, launches ‘lifestyle navigator’
• Neutral Sentiment: Comparisons and sector pieces: several outlets weigh MA versus peers (Evertec, Affirm) and broader financial-sector themes; these provide context but are mixed in directional impact. EVTC vs. MA: Which Stock Is the Better Value Option?
• Neutral Sentiment: Brand/product review: Forbes’ 2026 Mastercard Black Card review is critical on value proposition — relevant to premium card branding but unlikely to move core network economics materially. Mastercard Black Card Review 2026: Lofty Price, No Clout
• Negative Sentiment: Banco Master fallout in Brazil is the biggest near-term headwind — reporting indicates Mastercard is absorbing millions in retailer payments after the fintech bank’s collapse, prompting potential direct financial costs, reputational damage and renewed scrutiny of partner counterparty and operational controls. Mastercard Faces Brazil Fintech Fallout And Questions On Risk Controls
• Negative Sentiment: Coverage comparing MA to higher-upside peers (Affirm) frames MA as more mature/expensive with lower upside, which can pressure sentiment and valuation multiple if investors rotate to faster-growth fintech names. Mastercard vs. Affirm: Which Fintech Stock Wins the Upside Race?
• Negative Sentiment: Bloomberg coverage details the financial hit and market attention around the Brazil incident — this elevated reporting likely amplified selling pressure. Mastercard Takes Hit From the Failure of Brazil’s Banco Master

Mastercard Stock Down 0.2%

MA opened at $499.16 on Wednesday. The stock has a market capitalization of $445.16 billion, a price-to-earnings ratio of 30.22, a PEG ratio of 1.61 and a beta of 0.83. The firm has a 50 day moving average price of $522.81 and a 200-day moving average price of $549.45. Mastercard Incorporated has a twelve month low of $465.59 and a twelve 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 issued its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (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 analysts’ expectations of $8.80 billion. During the same quarter last year, the company posted $3.82 earnings per share. The firm’s quarterly revenue was up 17.5% on a year-over-year basis. Equities research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. The Goldman Sachs Group reiterated a “buy” rating and set a $739.00 price target on shares of Mastercard in a report on Thursday, January 29th. Wells Fargo & Company upped their price objective on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. BNP Paribas Exane upgraded Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price on the stock in a research note on Thursday, March 19th. Daiwa Securities Group set a $610.00 target price on Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Finally, Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research note on Sunday, March 15th. Six analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $667.88.

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.