Livforsakringsbolaget Skandia Omsesidigt raised its position in Mastercard Incorporated (NYSE:MA – Free Report) by 7.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 33,540 shares of the credit services provider’s stock after buying an additional 2,300 shares during the period. Mastercard accounts for about 0.8% of Livforsakringsbolaget Skandia Omsesidigt’s investment portfolio, making the stock its 24th biggest position. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Mastercard were worth $19,069,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in MA. Vulcan Value Partners LLC lifted its position in shares of Mastercard by 6.5% during the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after purchasing an additional 28,331 shares in the last quarter. Nicholson Wealth Management Group LLC increased its holdings in shares of Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock valued at $1,625,000 after purchasing an additional 1,730 shares in the last quarter. Mn Services Vermogensbeheer B.V. increased its holdings in shares of Mastercard by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after purchasing an additional 4,700 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. raised its position in Mastercard by 88.9% in the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock worth $8,723,000 after purchasing an additional 7,215 shares during the last quarter. Finally, Global X Japan Co. Ltd. raised its position in Mastercard by 3,694.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after purchasing an additional 9,052 shares during the last quarter. 97.28% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of research analysts have commented on the company. Wolfe Research reiterated an “outperform” rating on shares of Mastercard in a research report on Tuesday. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a research report on Friday, February 6th. Wells Fargo & Company upped their price target on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Tigress Financial raised their price target on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a report on Friday. Finally, TD Cowen reiterated a “buy” rating on shares of Mastercard in a research report on Tuesday. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $670.83.
Mastercard News Roundup
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard agreed to acquire BVNK for up to $1.8 billion to add stablecoin and tokenized‑deposit settlement rails to its network — a strategic move to connect traditional payment rails with blockchain networks that could expand long‑term revenue opportunities in on‑chain payments. Read More.
- Positive Sentiment: Mastercard is deepening its crypto push via its Crypto Partner Program (now 85+ partners) and new partner integrations (SoFiUSD, Borderless.xyz) that make stablecoin settlement an option across its rails — this extends addressable market and on‑ramp/off‑ramp capabilities. Read More.
- Positive Sentiment: TRON joined Mastercard’s Crypto Partner Program, improving blockchain connectivity and signaling continued ecosystem building rather than a one‑off play — incremental partnerships lower execution risk of the strategy. Read More.
- Neutral Sentiment: Mastercard hosted an M&A call (transcript available) discussing deal rationale and integration plans — useful for investors tracking potential charges, timing, and contingent payments but not immediately market changing. Read More.
- Neutral Sentiment: Bloomberg Crypto coverage and industry press are amplifying the BVNK deal and broader strategy — media attention can influence sentiment but the fundamental impact depends on execution and regulation. Read More.
- Negative Sentiment: Separately, London’s Court of Appeal ruled Mastercard (and Visa) can appeal a judgment that merchant interchange fees breach UK competition law — a long‑running legal exposure that remains an overhang on margins and could produce future remediation costs. Read More.
Mastercard Price Performance
MA opened at $506.89 on Wednesday. The company has a fifty day moving average price of $530.23 and a two-hundred day moving average price of $552.85. The firm has a market capitalization of $452.05 billion, a PE ratio of 30.68, a P/E/G ratio of 1.64 and a beta of 0.83. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03.
Mastercard (NYSE:MA – Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The company had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter in the prior year, the business posted $3.82 EPS. The firm’s quarterly revenue was up 17.5% on a year-over-year basis. As a group, analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current year.
Mastercard Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio is presently 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.
See Also
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