Prevail Innovative Wealth Advisors LLC bought a new position in Mastercard Incorporated (NYSE:MA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 9,582 shares of the credit services provider’s stock, valued at approximately $5,450,000. Mastercard makes up approximately 1.1% of Prevail Innovative Wealth Advisors LLC’s portfolio, making the stock its 23rd largest holding.
Several other institutional investors also recently modified their holdings of the business. B. Metzler seel. Sohn & Co. AG grew its stake in shares of Mastercard by 0.4% in the 3rd quarter. B. Metzler seel. Sohn & Co. AG now owns 231,837 shares of the credit services provider’s stock worth $131,871,000 after buying an additional 852 shares during the last quarter. Goodman Advisory Group LLC increased its holdings in shares of Mastercard by 14.2% in the 3rd quarter. Goodman Advisory Group LLC now owns 883 shares of the credit services provider’s stock worth $502,000 after purchasing an additional 110 shares in the last quarter. Vinva Investment Management Ltd increased its holdings in Mastercard by 46.9% in the 3rd quarter. Vinva Investment Management Ltd now owns 90,196 shares of the credit services provider’s stock worth $51,244,000 after buying an additional 28,815 shares in the last quarter. Meiji Yasuda Life Insurance Co grew its stake in shares of Mastercard by 35.2% in the third quarter. Meiji Yasuda Life Insurance Co now owns 5,435 shares of the credit services provider’s stock worth $3,091,000 after acquiring an additional 1,416 shares during the period. Finally, Meiji Yasuda Asset Management Co Ltd. grew its position in Mastercard by 34.8% in the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 12,229 shares of the credit services provider’s stock worth $6,956,000 after purchasing an additional 3,160 shares during the period. 97.28% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
MA has been the topic of several recent research reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $656.00 price objective on shares of Mastercard in a research note on Friday, January 30th. The Goldman Sachs Group reiterated a “buy” rating and issued a $739.00 price target on shares of Mastercard in a research report on Thursday, January 29th. HSBC upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. JPMorgan Chase & Co. lowered their price target on Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Evercore set a $610.00 price target on Mastercard in a research note on Friday, December 12th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Mastercard currently has a consensus rating of “Buy” and a consensus target price of $670.61.
Mastercard News Roundup
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard expanded its partnership with SoFi to enable SoFiUSD stablecoin settlements across Mastercard’s global payments network — a move that could accelerate cross‑border and B2B settlement use cases and support fees from new rails. Mastercard’s Stablecoin Moment: SoFiUSD Gets Global Settlement Rails
- Positive Sentiment: Analyst sentiment is supportive: Bank of America/other firms have highlighted card networks as defensive growth plays and some firms have raised price targets or maintain Buy ratings, giving upside to valuation expectations. BofA sees card networks as safest bets Mastercard Receives Consensus ‘Buy’
- Neutral Sentiment: Corporate / partnership PR — a Mastercard executive was appointed to Delivering Good’s board (non‑financial/CSR news). Useful for reputation but unlikely to move fundamentals. Delivering Good Welcomes Three New Board Members
- Neutral Sentiment: Industry positioning: coverage of Mastercard trialing autonomous payment/AI agents and engaging with standards work — signals ongoing product innovation; timing and monetization remain uncertain. Mastercard, DBS and UOB trial autonomous payment AI agent Visa, Mastercard jockey to set agentic standards
- Negative Sentiment: Risk theme — analysts and stories are raising the prospect that AI shopping agents could reduce the role of card networks in commerce, a structural threat that could pressure long‑term growth assumptions. Are Visa and Mastercard vulnerable to AI shopping agents?
- Negative Sentiment: Regulatory/competitive concern — coverage arguing Europe needs a payments system independent of Visa/Mastercard highlights potential policy/headwinds that could limit market access or pricing power in key regions. Why Europe needs a payment system independent of Mastercard and Visa
- Negative Sentiment: Negative media spotlight — high‑profile commentators have advised caution on trading Mastercard, which can amplify short‑term selling pressure despite underlying fundamentals. Cramer’s Stop Trading: Mastercard
Mastercard Trading Down 0.5%
Shares of NYSE MA opened at $521.82 on Friday. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. The business’s 50 day moving average is $539.50 and its two-hundred day moving average is $557.37. The stock has a market capitalization of $465.36 billion, a P/E ratio of 31.59, a PEG ratio of 1.67 and a beta of 0.83.
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.52. The company had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.Mastercard’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.82 EPS. As a group, research analysts expect that Mastercard Incorporated will post 15.91 EPS for the current year.
Mastercard Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, April 9th. Mastercard’s payout ratio is 21.07%.
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.
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