Integrated Wealth Concepts LLC Has $12.24 Million Position in Mastercard Incorporated $MA

Integrated Wealth Concepts LLC boosted its position in Mastercard Incorporated (NYSE:MA) by 6.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,515 shares of the credit services provider’s stock after purchasing an additional 1,387 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Mastercard were worth $12,238,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MA. Brighton Jones LLC boosted its position in shares of Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares during the period. Schnieders Capital Management LLC. raised its stake in Mastercard by 8.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares in the last quarter. Westwood Holdings Group Inc. raised its stake in Mastercard by 4.6% in the 2nd quarter. Westwood Holdings Group Inc. now owns 1,160 shares of the credit services provider’s stock worth $652,000 after purchasing an additional 51 shares in the last quarter. Ontario Teachers Pension Plan Board bought a new stake in Mastercard in the 2nd quarter valued at about $618,000. Finally, MTM Investment Management LLC bought a new stake in Mastercard in the 2nd quarter valued at about $100,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: TRON joined Mastercard’s Crypto Partner Program — expands Mastercard’s on‑chain payments ecosystem and signals growing crypto-to-fiat rails that could drive new transaction volume and fees. TRON Joins Mastercard Crypto Partner Program
• Positive Sentiment: Mastercard added Borderless.xyz to its Crypto Partner Programme — another onboarding of crypto infrastructure players that broadens on‑chain payment options and partnerships. Mastercard adds Borderless.xyz to crypto partner programme
• Positive Sentiment: Cloudflare partnership on cybersecurity (Recorded Future / RiskRecon integration) — strengthens product offerings to small businesses and critical infrastructure, reducing partner risk and expanding enterprise/security revenue channels. This reinforces recent messaging that Mastercard is pushing beyond payments into security and data services. Cloudflare (NET), Mastercard (MA) Partner to Expand Cyber Defense for Small Businesses and Critical Infrastructure
• Positive Sentiment: New AI product rollouts — Mastercard’s Virtual C-Suite (agentic AI for small businesses) and an AI-powered travel concierge with MakeMyTrip showcase revenue diversification into AI-enabled services that could increase take-rates and data monetization. Mastercard (MA) Introduces Virtual C-Suite to Provide Small Businesses with Executive-Level Insights Mastercard, MakeMyTrip join forces to launch AI-powered travel concierge
• Positive Sentiment: Analyst/bullish coverage continues — a recent upgrade to Buy at Wall Street Zen and bullish write‑ups (Investomine summary / coverage pieces) keep sentiment supportive and may underpin demand as investors expect mid‑single digit EPS growth tailwinds from cross‑border volumes and value‑added services. Mastercard (NYSE:MA) Raised to Buy at Wall Street Zen
• Neutral Sentiment: Industry context and comparisons — pieces comparing PayPal, Visa and Mastercard highlight sector competition and differing growth drivers; these are background for investors but don’t change Mastercard’s near‑term narrative. PayPal vs. MasterCard: Which Fintech Stock Offers Greater Upside Now?

Analysts Set New Price Targets

MA has been the topic of several recent research reports. Bank of America initiated coverage on shares of Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 target price on the stock. Morgan Stanley boosted their price target on Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Wells Fargo & Company increased their price target on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research note on Sunday. Finally, Cantor Fitzgerald upgraded Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Mastercard presently has an average rating of “Buy” and a consensus price target of $670.83.

Mastercard Stock Performance

Shares of Mastercard stock opened at $507.64 on Tuesday. 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 company has a market cap of $452.71 billion, a PE ratio of 30.73, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The company has a 50 day moving average of $531.70 and a 200-day moving average of $553.47. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year 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 (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $8.80 billion. During the same period last year, the firm posted $3.82 earnings per share. The firm’s quarterly revenue was up 17.5% compared to the same quarter last year. As a group, equities research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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

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.