Mastercard Incorporated $MA Shares Purchased by Harold Davidson & Associates Inc.

Harold Davidson & Associates Inc. boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 57.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,078 shares of the credit services provider’s stock after acquiring an additional 2,586 shares during the quarter. Mastercard accounts for 1.8% of Harold Davidson & Associates Inc.’s holdings, making the stock its 15th largest position. Harold Davidson & Associates Inc.’s holdings in Mastercard were worth $4,026,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Washington Trust Advisors Inc. increased its stake in Mastercard by 5.6% during the 2nd quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock worth $191,000 after buying an additional 18 shares during the period. Rialto Wealth Management LLC boosted its stake in Mastercard by 13.0% during the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock worth $88,000 after purchasing an additional 18 shares during the period. Riggs Asset Managment Co. Inc. increased its stake in Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock valued at $61,000 after purchasing an additional 18 shares during the period. Brady Martz Wealth Solutions LLC raised its holdings in shares of Mastercard by 2.2% in the third quarter. Brady Martz Wealth Solutions LLC now owns 841 shares of the credit services provider’s stock valued at $479,000 after buying an additional 18 shares during the last quarter. Finally, Robbins Farley boosted its stake in shares of Mastercard by 50.0% during the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after buying an additional 18 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Trading Up 1.2%

Mastercard stock opened at $527.97 on Thursday. The stock has a market cap of $474.11 billion, a PE ratio of 31.96, a P/E/G ratio of 1.68 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 stock has a 50-day moving average price of $552.89 and a 200 day moving average price of $562.32. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share 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 business had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. During the same period in the prior year, the firm posted $3.82 EPS. The company’s revenue was up 17.5% on a year-over-year basis. Equities research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing “agentic commerce” in India—enabling AI agents to transact on behalf of consumers and working with banks on pilots. This accelerates new payment flows and value‑added services in a large, fast-growing market. Mastercard brings agentic commerce vision to India
• Positive Sentiment: Mastercard and Ericsson announced a partnership to link platforms for faster cross‑border digital money movement—improves rails for mobile-enabled transfers and could lift transaction volumes and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Launch of a fleet payments portfolio in Asia Pacific targets commercial, recurring spend (fuel, maintenance, fleet cards) — diversifies B2B revenue and deepens merchant relationships in a high‑frequency segment. Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Mastercard is advancing agentic payment pilots with banks and signalling readiness for AI-driven payments—this supports higher-margin value‑added services and reinforces the company’s tech leadership. Mastercard and Visa enlist banks for agentic payment pilots
• Neutral Sentiment: Analyst commentary highlights Mastercard’s wide moat versus competitors (asset‑light network, VAS strength), supporting the long-term thesis even as cost pressures persist. Payments Power Play: MA or AXP, Who Has the Deeper Moat in 2026?
• Neutral Sentiment: Exploratory work with BlackRock on potential XRP Ledger integration signals interest in ledger rails and settlement efficiency, but is early stage and more strategic than immediately revenue‑generating. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: Mastercard rolled out a cybersecurity “report card” initiative—positive for risk management and brand trust, but not a near-term revenue driver. Mastercard applies a cyber security ‘report card’
• Negative Sentiment: Regulatory and competitive risk: UK banks and policymakers are exploring national alternatives to Visa/Mastercard and heightened political/regulatory concerns are being reported—this poses potential long‑term market share and fee pressure in key markets. Visa and Mastercard on red alert as fears of political shutdown mount

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. HSBC upgraded shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. reduced their price objective on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $656.00 price objective on shares of Mastercard in a report on Friday, January 30th. Finally, Evercore set a $610.00 target price on Mastercard in a research note on Friday, December 12th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $669.27.

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.