Gibbs Wealth Management Trims Stock Holdings in Mastercard Incorporated $MA

Gibbs Wealth Management lessened its stake in shares of Mastercard Incorporated (NYSE:MA) by 15.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,334 shares of the credit services provider’s stock after selling 1,310 shares during the quarter. Mastercard accounts for about 0.9% of Gibbs Wealth Management’s holdings, making the stock its 24th biggest holding. Gibbs Wealth Management’s holdings in Mastercard were worth $4,172,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in MA. LGT Financial Advisors LLC purchased a new position in shares of Mastercard during the 2nd quarter worth approximately $25,000. Evolution Wealth Management Inc. purchased a new position in shares of Mastercard during the second quarter worth $29,000. IMG Wealth Management Inc. acquired a new stake in shares of Mastercard in the second quarter valued at $31,000. Robbins Farley raised its holdings in shares of Mastercard by 50.0% in 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. Finally, True Wealth Design LLC raised its holdings in shares of Mastercard by 45.2% in the 2nd quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after buying an additional 19 shares during the period. 97.28% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
• Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
• Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
• Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren‑Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
• Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
• Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near‑term. Read More. Read More.
• Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
• Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

Mastercard Price Performance

MA stock opened at $524.67 on Friday. The company has a market capitalization of $471.15 billion, a P/E ratio of 33.55, a PEG ratio of 1.81 and a beta of 0.86. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The business has a 50 day simple moving average of $554.82 and a 200-day simple moving average of $565.33. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business had revenue of $8.60 billion for the quarter, compared to analysts’ expectations of $8.53 billion. During the same period in the previous year, the company posted $3.89 EPS. The company’s quarterly revenue was up 16.7% on a year-over-year basis. As a group, equities analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be issued a $0.87 dividend. The ex-dividend date of this dividend is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. Mastercard’s dividend payout ratio is currently 22.25%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Macquarie lifted their target price on Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a research note on Thursday. Royal Bank Of Canada raised their price target on Mastercard from $645.00 to $654.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Morgan Stanley set a $665.00 target price on Mastercard and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, Evercore ISI set a $610.00 price target on shares of Mastercard in a research note on Friday, December 12th. Four analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $661.24.

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.