US Bancorp DE Has $503.04 Million Stock Position in Mastercard Incorporated $MA

US Bancorp DE lifted its holdings in Mastercard Incorporated (NYSE:MA) by 0.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 881,164 shares of the credit services provider’s stock after acquiring an additional 2,371 shares during the period. US Bancorp DE’s holdings in Mastercard were worth $503,041,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Wagner Wealth Management LLC raised its position in shares of Mastercard by 6.3% in the fourth quarter. Wagner Wealth Management LLC now owns 662 shares of the credit services provider’s stock valued at $378,000 after buying an additional 39 shares in the last quarter. Canandaigua National Trust Co of Florida increased its stake in Mastercard by 5.4% during the 4th quarter. Canandaigua National Trust Co of Florida now owns 649 shares of the credit services provider’s stock worth $371,000 after acquiring an additional 33 shares during the period. Rachor Investment Advisory Services LLC bought a new position in Mastercard during the 4th quarter worth $152,000. Bogart Wealth LLC raised its holdings in Mastercard by 4.2% in the 4th quarter. Bogart Wealth LLC now owns 21,188 shares of the credit services provider’s stock valued at $12,096,000 after acquiring an additional 862 shares in the last quarter. Finally, DMKC Advisory Services LLC lifted its position in shares of Mastercard by 62.4% during the 4th quarter. DMKC Advisory Services LLC now owns 851 shares of the credit services provider’s stock valued at $486,000 after acquiring an additional 327 shares during the period. 97.28% of the stock is owned by institutional investors.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: BMO Capital initiated coverage with an Outperform and a $605 price target, highlighting Mastercard’s ability to grow beyond basic payments and noting sizable share buybacks (~$11.9B in the year through Sept. 2025) that support EPS and return of capital to shareholders. Read More.
• Positive Sentiment: Analysts at Erste Group slightly raised FY2026 and FY2027 EPS estimates, a sign of modest upward revisions to profit expectations ahead of Q1 results — this reduces downside surprise risk on the print. Read More.
• Positive Sentiment: Product and partnership momentum: Mastercard is expanding Agent Pay and Verifiable Intent for AI agent-driven commerce and enabling crypto‑backed payments via integrations (KuCoin, Lobster.cash), which diversify revenue opportunities and position MA for new payment rails. Read More.
• Positive Sentiment: Targeting B2B payments friction with Wells Fargo could unlock higher-margin corporate card volume and accelerate card adoption in a large, under‑penetrated market. This is a structural growth story beyond consumer spend. Read More.
• Neutral Sentiment: MA will participate in investor conferences in May — useful for management to frame growth drivers and buyback plans but not an immediate fundamental change. Read More.
• Neutral Sentiment: Q1 earnings are scheduled before the open today — the print is the main near‑term catalyst; expectations are elevated after recent beats, so results and guidance will drive intraday moves. Read More.
• Neutral Sentiment: Wider market context: investors are digesting Big Tech earnings and macro cues (inflation) that influence risk appetite for cyclical/financial names. This adds a market‑level driver separate from MA’s company news. Read More.
• Negative Sentiment: Regulatory/legal overhang: retailers are opposing a proposed ~$200B Visa‑Mastercard swipe‑fee settlement — continued litigation, settlement revisions or carve-outs could increase costs or uncertainty. Read More.
• Negative Sentiment: Macro/geopolitical stress and sector weakness have left payments stocks down year‑to‑date in some analyses — that can amplify negative reaction to any softer guidance or signs of decelerating volumes. Read More.

Mastercard Stock Up 3.5%

MA stock opened at $525.26 on Thursday. The stock has a market capitalization of $468.43 billion, a P/E ratio of 31.80, a price-to-earnings-growth ratio of 1.62 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. The firm has a 50-day moving average price of $507.05 and a 200-day moving average price of $536.46. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.38 by $0.22. The business had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.25 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. As a group, equities research analysts anticipate that Mastercard Incorporated will post 19.52 EPS for the current fiscal year.

Mastercard Dividend Announcement

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 is presently 21.07%.

Wall Street Analyst Weigh In

MA has been the topic of a number of recent analyst reports. The Goldman Sachs Group restated a “buy” rating and issued a $739.00 price target on shares of Mastercard in a research report on Thursday, January 29th. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Daiwa Securities Group set a $610.00 price target on shares of Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Finally, Evercore reissued a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $659.00.

About Mastercard

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.