UniSuper Management Pty Ltd Boosts Holdings in Mastercard Incorporated $MA

UniSuper Management Pty Ltd boosted its position in Mastercard Incorporated (NYSE:MA) by 0.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 473,448 shares of the credit services provider’s stock after purchasing an additional 1,249 shares during the quarter. Mastercard accounts for about 1.6% of UniSuper Management Pty Ltd’s holdings, making the stock its 11th largest holding. UniSuper Management Pty Ltd’s holdings in Mastercard were worth $270,282,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the company. Vulcan Value Partners LLC raised its position in shares of Mastercard by 6.5% during the 3rd quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock valued at $265,233,000 after buying an additional 28,331 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. purchased a new stake in shares of Mastercard during the 4th quarter valued at $1,113,000. Assetmark Inc. raised its position in shares of Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock valued at $130,902,000 after buying an additional 9,795 shares in the last quarter. Longbow Finance SA raised its position in shares of Mastercard by 50.3% during the 3rd quarter. Longbow Finance SA now owns 23,013 shares of the credit services provider’s stock valued at $13,090,000 after buying an additional 7,704 shares in the last quarter. Finally, Global X Japan Co. Ltd. raised its position in shares of Mastercard by 396.3% during the 4th quarter. Global X Japan Co. Ltd. now owns 46,145 shares of the credit services provider’s stock valued at $26,343,000 after buying an additional 36,848 shares in the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages recently commented on MA. Bank of America began coverage on shares of Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price on the stock. BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price on the stock in a research report on Thursday, March 19th. Weiss Ratings cut shares of Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. TD Cowen reiterated a “buy” rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Susquehanna decreased their target price on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research report on Friday, May 1st. Six investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $656.04.

Mastercard Price Performance

Shares of NYSE:MA opened at $486.04 on Friday. The stock has a market cap of $429.46 billion, a PE ratio of 28.13, a PEG ratio of 1.53 and a beta of 0.74. The company’s fifty day moving average is $499.36 and its 200 day moving average is $523.82. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The company had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm’s revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the company earned $3.73 EPS. Research analysts anticipate that Mastercard Incorporated will post 19.6 earnings per share for the current year.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
• Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
• Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
• Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
• Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
• Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.

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.