Ycg LLC Has $97.47 Million Stock Holdings in Mastercard Incorporated $MA

Ycg LLC lifted its holdings in shares of Mastercard Incorporated (NYSE:MA) by 1.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 171,358 shares of the credit services provider’s stock after purchasing an additional 3,013 shares during the quarter. Mastercard accounts for 7.3% of Ycg LLC’s holdings, making the stock its 2nd largest position. Ycg LLC’s holdings in Mastercard were worth $97,470,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. LGT Financial Advisors LLC acquired a new stake in shares of Mastercard during the 2nd quarter worth $25,000. Evolution Wealth Management Inc. bought a new stake in shares of Mastercard during the 2nd quarter worth approximately $29,000. IMG Wealth Management Inc. acquired a new stake in shares of Mastercard during the 2nd quarter worth approximately $31,000. Robbins Farley boosted its position in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Finally, True Wealth Design LLC increased its stake in Mastercard by 45.2% in the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after acquiring an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on MA shares. Royal Bank Of Canada upped their target price on Mastercard from $645.00 to $654.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. UBS Group boosted their price target on Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Robert W. Baird upped their price objective on Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research report on Monday, October 6th. Truist Financial decreased their target price on Mastercard from $638.00 to $630.00 and set a “buy” rating on the stock in a research report on Tuesday, November 4th. Finally, Macquarie increased their target price on shares of Mastercard from $655.00 to $660.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $662.08.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Management’s “API-first” push is turning Mastercard into a broader payments infrastructure provider — embedding tokenization, fraud tools and open-banking connections that can create stickier, higher-margin revenue streams. Why Mastercard’s API-First Strategy Is Becoming a Growth Multiplier
• Positive Sentiment: Analysts and earnings models expect Mastercard to continue its streak of beats — the firm’s recent quarter showed strong revenue and EPS growth, and consensus forecasts imply continued upside to estimates. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Bullish equity research (Seeking Alpha) reiterates Mastercard’s wide moat and resilient business model, arguing regulatory scenarios would likely have limited EPS downside — supporting the view that pullbacks may be buying opportunities. Mastercard: A Fire To Run Towards
• Neutral Sentiment: Consensus analyst ratings remain constructive (average “Buy”), which can support demand if macro/regulatory noise stabilizes. Mastercard Incorporated (NYSE:MA) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Market attention and technical interest have increased after a recent pullback, which could amplify moves in either direction depending on next catalysts (earnings, regulatory updates). Is Trending Stock Mastercard Incorporated (MA) a Buy Now?
• Negative Sentiment: Regulatory/legal setback in the U.K.: the High Court ruled the payments regulator can set a cap on cross-border interchange fees, increasing the risk of fee restrictions in key markets and prompting immediate investor concern. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap
• Negative Sentiment: U.S. policy risk is rising: senators reintroduced the Credit Card Competition Act and political rhetoric (including presidential support for fee/rate caps) has intensified, creating headline risk that could pressure margins if legislation advances. Senators reintroduce Credit Card Competition Act after Trump endorses bill to lower swipe fees

Mastercard Stock Performance

Shares of MA stock opened at $539.82 on Friday. The firm has a market capitalization of $484.76 billion, a price-to-earnings ratio of 34.52, a PEG ratio of 1.84 and a beta of 0.86. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40. The business’s 50-day moving average price is $557.14 and its 200-day moving average price is $566.51. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The company had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter in the prior year, the firm posted $3.89 earnings per share. The firm’s revenue was up 16.7% compared to the same quarter last year. Equities research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current 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 paid 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 annualized dividend and a dividend yield of 0.6%. Mastercard’s payout ratio is 22.25%.

Mastercard Company 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.