Sumitomo Mitsui DS Asset Management Company Ltd Boosts Stock Holdings in Mastercard Incorporated $MA

Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Mastercard Incorporated (NYSE:MA) by 5.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 117,275 shares of the credit services provider’s stock after buying an additional 6,413 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Mastercard were worth $66,707,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Kesler Norman & Wride LLC boosted its stake in Mastercard by 1.8% in the third quarter. Kesler Norman & Wride LLC now owns 12,519 shares of the credit services provider’s stock worth $6,592,000 after buying an additional 218 shares in the last quarter. Maltin Wealth Management Inc. purchased a new stake in shares of Mastercard during the third quarter worth about $334,000. Pasadena Private Wealth LLC increased its holdings in Mastercard by 72.1% during the 3rd quarter. Pasadena Private Wealth LLC now owns 788 shares of the credit services provider’s stock valued at $448,000 after purchasing an additional 330 shares during the period. Oregon Public Employees Retirement Fund lifted its holdings in Mastercard by 34.7% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 94,300 shares of the credit services provider’s stock worth $53,639,000 after buying an additional 24,283 shares during the period. Finally, Campbell Newman Asset Management Inc. increased its stake in shares of Mastercard by 1.9% during the third quarter. Campbell Newman Asset Management Inc. now owns 78,576 shares of the credit services provider’s stock valued at $44,695,000 after buying an additional 1,493 shares during the period. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Down 0.8%

NYSE:MA opened at $575.63 on Friday. The stock has a market cap of $516.92 billion, a price-to-earnings ratio of 36.81, a PEG ratio of 1.97 and a beta of 0.86. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40. The company’s 50 day moving average price is $557.43 and its 200-day moving average price is $566.70. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, October 30th. The credit services provider reported $4.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The company had revenue of $8.60 billion during the quarter, compared to analyst estimates of $8.53 billion. During the same period in the previous year, the business earned $3.89 EPS. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, equities research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be issued a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, January 9th. This is an increase from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. Mastercard’s dividend payout ratio is currently 19.44%.

Wall Street Analysts Forecast Growth

MA has been the subject of a number of research analyst reports. Robert W. Baird raised their price target on Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research note on Monday, October 6th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $713.00 target price on shares of Mastercard in a research report on Thursday, October 30th. Macquarie lifted their target price on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Weiss Ratings restated a “buy (b)” rating on shares of Mastercard in a report on Wednesday, October 8th. Finally, Compass Point set a $620.00 target price on Mastercard and gave the stock a “neutral” rating in a report on Friday, October 31st. Five research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus target price of $657.48.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Investors rotated back into payments: Zacks notes MA is up ~7.6% over the past month as money flows out of AI trades into steady-growth payment networks, supporting demand for the stock. Mastercard Up 7.6% in a Month
• Positive Sentiment: New co‑brand card rollout: a Citi AAdvantage Globe Mastercard promotion (large bonus + credits) highlights ongoing card partnerships and product-level drivers of new accounts and spend. Such offers can boost TPV and interchange over time. Citi AAdvantage Globe Mastercard review
• Positive Sentiment: Non‑payment services are a growing revenue stream: reporting on how Visa and Mastercard expanded into data, risk services and tokenization underscores diversification beyond interchange, which supports margins and long‑term growth. How nonpayments became big business
• Neutral Sentiment: Commerce media and AI positioning: Mastercard’s commerce‑media strategy and comments about AI agents doing the buying point to new addressable markets, but monetization timelines remain unclear. Mastercard’s commerce media boss on AI agents
• Neutral Sentiment: Analyst coverage is mixed: recent pieces highlight MA as a strong growth name, but broker notes and reiterations (e.g., Monness Hold $525 vs. KBW Buy) show differing targets — this can mute volatility as investors await clearer catalysts. InsiderMonkey analyst roundup
• Neutral Sentiment: Apple Card issuer change: reports that Chase will take over Apple Card issuance introduce potential shifts in co‑brand and network arrangements; impact on MA’s fees/volumes is uncertain and worth monitoring. Apple Card moving to Chase
• Negative Sentiment: Regulatory/legal headwinds: a proposed Visa/Mastercard settlement that could change checkout experiences for shoppers may bring restrictions, remediation costs or revenue impacts if merchant rules or fee structures are altered. That raises downside risk to interchange and business model assumptions. Proposed Visa, Mastercard settlement

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.