Mastercard Incorporated $MA Shares Sold by Townsquare Capital LLC

Townsquare Capital LLC cut its holdings in shares of Mastercard Incorporated (NYSE:MA) by 40.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,242 shares of the credit services provider’s stock after selling 8,349 shares during the period. Mastercard makes up approximately 1.6% of Townsquare Capital LLC’s holdings, making the stock its 12th biggest position. Townsquare Capital LLC’s holdings in Mastercard were worth $6,989,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MA. E Fund Management Hong Kong Co. Ltd. lifted its stake in Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after purchasing an additional 41 shares during the last quarter. Tacita Capital Inc lifted its stake in Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC lifted its stake in Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares during the last quarter. Bay Harbor Wealth Management LLC lifted its stake in Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 20 shares during the last quarter. Finally, Birchbrook Inc. acquired a new stake in Mastercard during the fourth quarter valued at approximately $37,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MA shares. Susquehanna cut their price target on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Bank of America started coverage on shares of Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a report on Friday, March 27th. Citigroup cut their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Finally, Evercore restated a “negative” rating on shares of Mastercard in a report on Tuesday, March 17th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $656.04.

Mastercard Stock Down 1.2%

Mastercard stock opened at $489.19 on Thursday. The firm has a market cap of $432.24 billion, a PE ratio of 28.31, a P/E/G ratio of 1.54 and a beta of 0.74. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The firm’s 50 day moving average price is $499.64 and its two-hundred day moving average price is $524.20. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion for 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%. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.73 EPS. On average, research analysts predict that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a service that lets AI agents complete payments with each other, positioning the company to benefit from emerging “agentic commerce” and new transaction volume if AI-driven shopping takes off. Mastercard Enables AI Agents to Pay Each Other
• Positive Sentiment: Mastercard partnered on Mi Clip in Mexico, expanding digital payments infrastructure and supporting adoption among consumers and merchants in a growing market. Can Mastercard Benefit From the Launch of Mi Clip Wallet?
• Positive Sentiment: Clip’s launch of the Mi Clip digital wallet ecosystem, supported by Mastercard, underscores continued growth opportunities in digital payments and financial inclusion. Clip Launches Mi Clip, a Digital Wallet Ecosystem, by Partnering with Ant International, Mastercard and Televisa-Univision
• Positive Sentiment: A new Mastercard-related payment initiative in cross-border banking suggests the company remains active in expanding its network utility and enterprise payment offerings. Backbase Taps Mastercard to Simplify Cross-Border Payments for Banks
• Neutral Sentiment: Mastercard appeared in conference/transcript coverage and broader commentary about its operations and strategy, but these items do not add a major new catalyst by themselves. Mastercard Incorporated (MA) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
• Negative Sentiment: A U.S. judge granted preliminary approval to Mastercard’s $38 billion swipe-fee settlement with merchants, which removes legal uncertainty but also highlights the scale of the long-running fee dispute and potential cost burden. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Negative Sentiment: The House passed the Stopping Fraudulent Payments Act, which could increase scrutiny and compliance requirements around government payment processing and indirectly affect Mastercard’s public-sector payment partnerships. Congress Vote: The House has passed H.R. 8464 – Stopping Fraudulent Payments Act

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.