Thrivent Financial for Lutherans Grows Stock Position in Mastercard Incorporated $MA

Thrivent Financial for Lutherans lifted its stake in shares of Mastercard Incorporated (NYSE:MA) by 23.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 164,330 shares of the credit services provider’s stock after buying an additional 31,664 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Mastercard were worth $93,958,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of MA. E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after purchasing an additional 41 shares during the last quarter. Tacita Capital Inc raised its stake in shares of Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC raised its stake in shares of Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the last quarter. Bay Harbor Wealth Management LLC raised its stake in shares of Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 20 shares during the last quarter. Finally, Birchbrook Inc. purchased a new stake in shares of Mastercard during the fourth quarter worth approximately $37,000. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Trading Up 0.7%

NYSE:MA opened at $493.41 on Friday. The stock has a fifty day moving average price of $503.29 and a two-hundred day moving average price of $531.59. The stock has a market capitalization of $435.97 billion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.53 and a beta of 0.76. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. Mastercard Incorporated has a 1 year low of $480.50 and a 1 year 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 the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.Mastercard’s revenue was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.73 earnings per share. As a group, sell-side analysts anticipate that Mastercard Incorporated will post 19.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have recently commented on MA. Macquarie Infrastructure upped their price target on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. BMO Capital Markets began coverage on Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 price objective for the company. Bank of America began coverage on Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 price objective for the company. UBS Group cut their price objective on Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Finally, Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Mastercard has a consensus rating of “Buy” and a consensus price target of $656.00.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

Mastercard 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.