3,666 Shares in Mastercard Incorporated $MA Acquired by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC bought a new position in shares of Mastercard Incorporated (NYSE:MA) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,666 shares of the credit services provider’s stock, valued at approximately $2,093,000. Mastercard makes up about 0.7% of SmartHarvest Portfolios LLC’s holdings, making the stock its 20th largest holding.

A number of other large investors have also recently added to or reduced their stakes in MA. Norges Bank bought a new stake in Mastercard during the fourth quarter worth approximately $6,705,708,000. State Street Corp boosted its holdings in Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after buying an additional 997,536 shares in the last quarter. Vanguard Group Inc. boosted its holdings in Mastercard by 1.2% during the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after buying an additional 955,533 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in Mastercard by 792.2% in the 4th quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider’s stock worth $494,110,000 after purchasing an additional 768,514 shares during the period. Finally, Capital International Investors boosted its stake in Mastercard by 4.4% in the 4th quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock worth $10,256,368,000 after purchasing an additional 759,584 shares during the period. 97.28% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Tigress Financial raised their price objective on shares of Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a research note on Friday, March 13th. Wolfe Research reaffirmed an “outperform” rating on shares of Mastercard in a research note on Tuesday, March 17th. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Morgan Stanley reaffirmed an “overweight” rating and issued a $679.00 price objective on shares of Mastercard in a research note on Friday, May 1st. Finally, BMO Capital Markets assumed coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 price objective for the company. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $656.04.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
• Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
• Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
• Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
• Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
• Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.

Mastercard Trading Down 0.6%

Shares of NYSE:MA opened at $486.04 on Friday. The firm has a fifty day moving average of $499.36 and a two-hundred day moving average of $523.82. The firm has a market capitalization of $429.46 billion, a P/E ratio of 28.13, a price-to-earnings-growth ratio of 1.53 and a beta of 0.74. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The company had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the business posted $3.73 EPS. On average, equities analysts expect that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

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.