Peterson Wealth Management Has $1.02 Million Stake in Mastercard Incorporated $MA

Peterson Wealth Management lowered its position in Mastercard Incorporated (NYSE:MA) by 79.7% during the fourth quarter, Holdings Channel reports. The firm owned 1,791 shares of the credit services provider’s stock after selling 7,019 shares during the period. Mastercard comprises 0.8% of Peterson Wealth Management’s portfolio, making the stock its 25th largest holding. Peterson Wealth Management’s holdings in Mastercard were worth $1,023,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Foster Dykema Cabot & Partners LLC lifted its position in shares of Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the period. Tacita Capital Inc lifted its position in shares of Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 19 shares during the period. Bay Harbor Wealth Management LLC increased its stake in shares of Mastercard by 54.1% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 20 shares in the last quarter. Dagco Inc. increased its stake in shares of Mastercard by 200.0% in the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock valued at $38,000 after acquiring an additional 44 shares in the last quarter. Finally, Joseph Group Capital Management bought a new stake in shares of Mastercard in the 4th quarter valued at $44,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Susquehanna lowered their price objective on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating for the company in a research note on Friday, May 1st. 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. JPMorgan Chase & Co. lowered their price objective on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Rothschild & Co Redburn set a $685.00 price objective on shares of Mastercard in a research note on Wednesday, January 28th. Finally, Loop Capital assumed coverage on shares of Mastercard in a research note on Tuesday, March 31st. They issued a “buy” rating and a $631.00 price objective for the company. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $657.07.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a regional SME resilience program in the Middle East and North Africa to help small businesses navigate conflict-related trade disruptions, rising energy costs, and logistics strain, which could expand Mastercard’s role in business payments across the region. Mastercard Rallies Partners to Support MENA Small Businesses
• Positive Sentiment: Mastercard and Yellow Card are piloting stablecoin payment use cases in EEMEA, adding to the company’s push into digital asset and next-generation payment infrastructure. Mastercard, Yellow Card to pilot stablecoin payment use cases in EEMEA
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Mastercard, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Mastercard is being tied to multiple tokenized treasury and stablecoin initiatives with partners like JPMorgan, Ripple, and Ondo, which highlights its growing presence in blockchain-based payments and settlement. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Neutral Sentiment: Several articles note that Mastercard is a trending stock and worth watching, but they do not add new fundamentals or catalysts on their own. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Mastercard is preparing to launch services in Syria after a 15-year hiatus, a potentially incremental market expansion but not an immediate earnings driver. Mastercard prepares to launch services in Syria after 15 years
• Negative Sentiment: Macquarie lowered its price target on Mastercard, and Susquehanna also trimmed its target while noting slower April cross-border travel growth, signaling some caution around near-term volume trends. Here’s Why Macquarie Lowered PT on MasterCard (MA)
• Negative Sentiment: UK regulators are probing Mastercard, Visa, and PayPal over suspected anti-competitive conduct, which could increase legal and compliance risk for the payments industry. UK probes Mastercard, Visa, PayPal over suspected anti-competitive conduct

Mastercard Stock Performance

Shares of MA stock opened at $495.39 on Monday. The firm has a market capitalization of $437.71 billion, a PE ratio of 28.67, a price-to-earnings-growth ratio of 1.55 and a beta of 0.76. The firm has a fifty day simple moving average of $506.14 and a two-hundred day simple moving average of $534.56. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The business 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%. Mastercard’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.73 EPS. Analysts forecast that Mastercard Incorporated will post 19.58 EPS for the current fiscal year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Thursday, April 9th were paid a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, April 9th. Mastercard’s payout ratio is 20.14%.

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.