Mufg Securities Americas Inc. Buys 4,283 Shares of Mastercard Incorporated $MA

Mufg Securities Americas Inc. increased its stake in shares of Mastercard Incorporated (NYSE:MA) by 23.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 22,260 shares of the credit services provider’s stock after buying an additional 4,283 shares during the period. Mastercard accounts for about 0.8% of Mufg Securities Americas Inc.’s portfolio, making the stock its 16th largest holding. Mufg Securities Americas Inc.’s holdings in Mastercard were worth $12,662,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of MA. Brighton Jones LLC lifted its holdings in Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. increased its position in Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after buying an additional 200 shares during the period. Solstein Capital LLC increased its position in Mastercard by 12.7% during the 2nd quarter. Solstein Capital LLC now owns 2,096 shares of the credit services provider’s stock worth $1,178,000 after buying an additional 237 shares during the period. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Mastercard by 7.4% during the second quarter. Ashton Thomas Private Wealth LLC now owns 9,654 shares of the credit services provider’s stock worth $5,425,000 after buying an additional 668 shares in the last quarter. Finally, Cryder Capital Partners LLP boosted its position in shares of Mastercard by 17.2% in the second quarter. Cryder Capital Partners LLP now owns 193,940 shares of the credit services provider’s stock valued at $108,983,000 after acquiring an additional 28,509 shares during the period. 97.28% of the stock is owned by institutional investors.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard’s open finance technology was chosen as the backbone for Truist Financial’s first open banking platform, replacing credential-sharing with tokenized, permissioned API connections — a revenue/market-share opportunity for MA as banks modernize. Mastercard (MA) Strengthens Banking Ties, Maintains Dividends
• Positive Sentiment: Mastercard and Ericsson announced a partnership to integrate Ericsson’s Fintech Platform with Mastercard Move to expand mobile money and cross-border payments in emerging markets — expands addressable market and product stack for MA. Mastercard and Ericsson Partner to Expand Global Digital Payment Capabilities
• Positive Sentiment: Cloudflare and Mastercard formed a strategic partnership to build tools (including cybersecurity and risk solutions) for small businesses and critical infrastructure — could increase product-led revenue and stickiness for merchant services. Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
• Positive Sentiment: Erste Group updated forecasts that point to increased earnings for Mastercard — analyst/forecast support can underpin valuation and investor confidence. Erste Group Bank Forecasts Increased Earnings for Mastercard
• Neutral Sentiment: Mastercard’s community programs (teaching seniors digital banking safety) are receiving publicity — positive for brand and adoption but limited direct near-term revenue impact. Mastercard: From App Shy to Scamwise, These Seniors Are Learning To Bank Digitally and Safely
• Negative Sentiment: Citrini Research published a thought experiment where autonomous AI agents and low-fee stablecoin rails erode the 2–3% interchange economics — a structural risk scenario that could materially pressure Mastercard’s core revenue model if adopted at scale. Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
• Negative Sentiment: A broader “dystopian AI” scenario report triggered a sector selloff that hit payments and software names, weighing on Mastercard’s share price this session despite company-specific positives. Dystopian AI report sinks payment and software stocks

Analyst Upgrades and Downgrades

A number of research firms recently commented on MA. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. UBS Group increased their target price on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. JPMorgan Chase & Co. dropped their price target 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. Macquarie Infrastructure raised their price objective on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Finally, Evercore set a $610.00 price target on Mastercard in a research report 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $669.27.

Mastercard Trading Down 6.0%

Shares of MA opened at $495.06 on Tuesday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The firm has a market cap of $441.50 billion, a price-to-earnings ratio of 29.97, a PEG ratio of 1.70 and a beta of 0.83. The business’s fifty day moving average is $549.62 and its 200-day moving average is $561.18.

Mastercard (NYSE:MA) last released its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.82 earnings per share. Equities analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio is presently 21.07%.

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.