First Manhattan CO. LLC. Has $38.37 Million Stake in Mastercard Incorporated $MA

Posted by Alanna Baker on Jun 18th, 2026

First Manhattan CO. LLC. cut its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 67,215 shares of the credit services provider’s stock after selling 1,869 shares during the quarter. First Manhattan CO. LLC.’s holdings in Mastercard were worth $38,372,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Capitolis Liquid Global Markets LLC increased its holdings in shares of Mastercard by 12.7% during the fourth quarter. Capitolis Liquid Global Markets LLC now owns 454,500 shares of the credit services provider’s stock worth $259,465,000 after buying an additional 51,200 shares in the last quarter. Claar Advisors LLC increased its holdings in shares of Mastercard by 0.3% during the fourth quarter. Claar Advisors LLC now owns 24,231 shares of the credit services provider’s stock worth $13,833,000 after buying an additional 64 shares in the last quarter. Claro Advisors Inc. increased its holdings in shares of Mastercard by 5.6% during the fourth quarter. Claro Advisors Inc. now owns 1,221 shares of the credit services provider’s stock worth $697,000 after buying an additional 65 shares in the last quarter. Concentric Capital Strategies LP acquired a new position in shares of Mastercard during the fourth quarter worth $4,678,000. Finally, Core Wealth Partners LLC increased its holdings in shares of Mastercard by 2.8% during the fourth quarter. Core Wealth Partners LLC now owns 2,342 shares of the credit services provider’s stock worth $1,337,000 after buying an additional 64 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Performance

Shares of Mastercard stock opened at $492.93 on Thursday. 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 Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The stock has a market cap of $435.54 billion, a price-to-earnings ratio of 28.53, a P/E/G ratio of 1.56 and a beta of 0.74. The company’s fifty day moving average is $499.23 and its 200 day moving average is $522.41.

Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter in the previous year, the firm posted $3.73 earnings per share. Mastercard’s revenue for the quarter was up 15.8% on a year-over-year basis. Sell-side analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be given a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio is 20.14%.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Citigroup lowered their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Wolfe Research reiterated an “outperform” rating on shares of Mastercard in a report on Tuesday, March 17th. UBS Group reduced their price objective on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Finally, Evercore reissued a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Six equities research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $656.04.

Read Our Latest Stock Report on MA

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Mastercard expanded its cross-border payments footprint through a new partnership involving PaidBy and joined the Appia Foundation, reinforcing its growth opportunity in international payments. Mastercard (MA) Expands Cross Border Payments With PaidBy And Joins Appia Foundation
Positive Sentiment: Mastercard announced a quarterly cash dividend of $0.87 per share, signaling ongoing financial strength and a continued commitment to returning capital to shareholders. Mastercard Board of Directors Announces Quarterly Dividend
Positive Sentiment: Management commentary on consumer spending suggests households are still navigating the economy well, which is important for Mastercard because transaction volume tends to track consumer activity. Consumers are doing well in navigating the current economic environment, says Mastercard’s Meyer
Positive Sentiment: Analyst-style coverage highlighted Mastercard as a top-ranked momentum stock, reflecting continued market interest in the company’s earnings quality and durable growth profile. MasterCard (MA) is a Top-Ranked Momentum Stock: Should You Buy?
Neutral Sentiment: Mastercard’s annual meeting results were released, but the filing appears routine and does not include an obvious new catalyst for the stock. Mastercard Announces Annual Meeting Results
Neutral Sentiment: Several articles focused on Mastercard executives’ views on AI, marketing, and “agentic commerce,” which are strategically interesting but mostly long-term narrative drivers rather than immediate stock catalysts. Why Agentic Commerce Could Be a Game-Changer for Mastercard

About Mastercard

(Free Report)

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.