Nippon Life Global Investors Americas Inc. Decreases Stake in Mastercard Incorporated $MA

Nippon Life Global Investors Americas Inc. trimmed its position in shares of Mastercard Incorporated (NYSE:MA) by 18.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 68,450 shares of the credit services provider’s stock after selling 15,240 shares during the period. Mastercard comprises about 1.6% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 21st biggest position. Nippon Life Global Investors Americas Inc.’s holdings in Mastercard were worth $38,935,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Laurel Wealth Advisors LLC raised its position in shares of Mastercard by 55,868.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after acquiring an additional 13,397,168 shares in the last quarter. Norges Bank acquired a new stake in shares of Mastercard in the 2nd quarter valued at about $6,725,317,000. Massachusetts Financial Services Co. MA grew its stake in Mastercard by 25.6% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock worth $3,580,909,000 after buying an additional 1,299,977 shares during the last quarter. Vanguard Group Inc. lifted its stake in Mastercard by 1.2% in the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after buying an additional 931,132 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its holdings in shares of Mastercard by 3,493.6% in the second quarter. Assenagon Asset Management S.A. now owns 934,110 shares of the credit services provider’s stock valued at $524,914,000 after acquiring an additional 908,116 shares during the period. 97.28% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MA has been the subject of a number of research reports. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Truist Financial dropped their price objective on shares of Mastercard from $638.00 to $630.00 and set a “buy” rating on the stock in a research note on Tuesday, November 4th. UBS Group raised their target price on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Citigroup upgraded shares of Mastercard to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Cowen reaffirmed a “buy” rating on shares of Mastercard in a report on Monday, January 12th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Mastercard currently has a consensus rating of “Buy” and an average price target of $662.08.

Trending Headlines about 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

NYSE MA opened at $539.82 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The business has a fifty day moving average of $557.14 and a 200-day moving average of $566.52. The stock has a market cap of $484.76 billion, a price-to-earnings ratio of 34.52, a price-to-earnings-growth ratio of 1.83 and a beta of 0.86.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. The firm had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The firm’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the business posted $3.89 EPS. As a group, analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio (DPR) 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.