Montrusco Bolton Investments Inc. Purchases 74,110 Shares of Mastercard Incorporated $MA

Montrusco Bolton Investments Inc. increased its position in Mastercard Incorporated (NYSE:MA) by 24.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 382,750 shares of the credit services provider’s stock after acquiring an additional 74,110 shares during the period. Mastercard comprises about 2.7% of Montrusco Bolton Investments Inc.’s investment portfolio, making the stock its 14th biggest holding. Montrusco Bolton Investments Inc.’s holdings in Mastercard were worth $214,165,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. grew its holdings in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after acquiring an additional 18 shares during the period. Alpine Bank Wealth Management grew its holdings in shares of Mastercard by 1.0% in the third quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider’s stock worth $1,034,000 after acquiring an additional 18 shares during the period. Zullo Investment Group Inc. grew its holdings in shares of Mastercard by 1.7% in the third quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider’s stock worth $621,000 after acquiring an additional 18 shares during the period. Trail Ridge Investment Advisors LLC grew its holdings in shares of Mastercard by 0.3% in the third quarter. Trail Ridge Investment Advisors LLC now owns 5,505 shares of the credit services provider’s stock worth $3,131,000 after acquiring an additional 19 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC grew its holdings in shares of Mastercard by 6.1% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 328 shares of the credit services provider’s stock worth $187,000 after acquiring an additional 19 shares during the period. Institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

Shares of Mastercard stock opened at $504.58 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The company has a market capitalization of $449.99 billion, a price-to-earnings ratio of 30.54, a PEG ratio of 1.61 and a beta of 0.83. Mastercard Incorporated has a 52 week low of $480.50 and a 52 week high of $601.77. The stock’s 50-day simple moving average is $507.62 and its 200-day simple moving average is $537.86.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.82 earnings per share. As a group, analysts expect that Mastercard Incorporated will post 19.52 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be given a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s payout ratio is currently 21.07%.

Analysts Set New Price Targets

MA has been the subject of several research analyst reports. Loop Capital initiated coverage on Mastercard in a report on Tuesday, March 31st. They issued a “buy” rating and a $631.00 price objective for the company. Morgan Stanley lifted their price objective on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Cantor Fitzgerald raised Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. Macquarie Infrastructure boosted their price target on Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. cut their price target on Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $659.00.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street expects earnings growth next week, boosting the prospect of an earnings beat that can drive the stock higher. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: BMO Capital Markets upgraded MA to “strong-buy,” a bullish signal from a major shop that can support buying interest. BMO Upgrade Coverage
• Positive Sentiment: Multiple business expansions and partnerships — e.g., KuCoin launching a Mastercard‑powered USDC payment card in Australia and new initiatives in South Africa and Sri Lanka — underscore network growth and new revenue streams. KuCoin Debuts Mastercard-Powered USDC Payment Card in Australia
• Positive Sentiment: Corporate sustainability and revenue progress: Mastercard reported continued revenue growth and emissions reductions, reinforcing the quality growth narrative investors like. Mastercard grows revenue, reduces emissions for third straight year
• Positive Sentiment: Investor commentary and bullish write-ups (including a positive thesis summarized on Yahoo Finance) highlight MA’s valuation vs. growth and keep buy-side interest elevated. Is Mastercard Incorporated (MA) A Good Stock To Buy Now?
• Neutral Sentiment: Truist lowered its price target from $611 to $590 but kept a “buy” rating — slightly less upside than before but still supportive. Truist Lowers PT
• Neutral Sentiment: Valuation comparisons (PayPal vs. Mastercard) keep analysts debating relative value; these discussions can influence flows but are not an immediate catalyst. PYPL vs. MA: Which Stock Is the Better Value Option?
• Negative Sentiment: Regulatory/legal pressure: a new suit over card fees could increase litigation and regulatory scrutiny, creating a downside risk to margins and sentiment. Visa, Mastercard face new suit over card fees
• Negative Sentiment: Industry changes: reporting on a proposed Visa–Mastercard deal suggests merchants could gain tools to steer spending, which may pressure interchange revenue over time. Proposed Visa–Mastercard Deal Hands Merchants New Power to Steer Spending

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.