Northbridge Financial Group LLC bought a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,923 shares of the credit services provider’s stock, valued at approximately $1,098,000.
A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Mastercard by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after buying an additional 466,514 shares in the last quarter. State Street Corp boosted its stake in Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after buying an additional 997,536 shares in the last quarter. Capital Research Global Investors boosted its stake in Mastercard by 6.5% during the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock worth $5,885,944,000 after buying an additional 629,941 shares in the last quarter. Legal & General Group Plc boosted its stake in Mastercard by 4.2% during the third quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider’s stock worth $3,303,015,000 after buying an additional 235,403 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in Mastercard by 6.4% during the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider’s stock worth $3,218,638,000 after buying an additional 339,137 shares in the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.
Mastercard Stock Down 1.3%
NYSE:MA opened at $499.32 on Wednesday. The stock’s fifty day moving average price is $502.47 and its two-hundred day moving average price is $530.50. Mastercard Incorporated has a 52-week low of $480.50 and a 52-week high of $601.77. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The company has a market cap of $441.19 billion, a price-to-earnings ratio of 28.90, a P/E/G ratio of 1.58 and a beta of 0.76.
Analyst Ratings Changes
A number of research firms have weighed in on MA. Raymond James Financial set a $609.00 price target on shares of Mastercard in a research note on Friday, May 1st. Rothschild & Co Redburn set a $685.00 price objective on Mastercard in a report on Wednesday, January 28th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $739.00 price objective on shares of Mastercard in a report on Thursday, January 29th. Macquarie Infrastructure lifted their price objective on Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Finally, Cantor Fitzgerald raised Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Mastercard currently has a consensus rating of “Buy” and an average price target of $656.00.
Get Our Latest Analysis on Mastercard
Mastercard News Summary
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard highlighted a new Merchant Trust Services initiative designed to help banks and payment companies identify legitimate merchants and reduce scam activity, which could strengthen its fraud-prevention value proposition and deepen ties with issuers and merchants. Mastercard Intros Strategy to Ferret Out Scam Merchants
- Positive Sentiment: Mastercard and JD.com expanded their partnership to improve cross-border payments infrastructure and payment experiences for travelers in China, a sign of continued international growth opportunities and stronger network usage. Mastercard, JD.com team up to expand payments infrastructure
- Positive Sentiment: Mastercard was recognized by the Organization of American States and The Trust for the Americas with the 2025 Corporate Citizen of the Americas Award, reinforcing its brand and social-impact profile. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
- Neutral Sentiment: Mastercard presented at J.P. Morgan’s technology, media and communications conference, which usually reinforces management’s strategic messaging but did not include a major new financial catalyst in the provided details. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
- Neutral Sentiment: BDO and Mastercard marked 20 years of remittance and OFW-serving partnership in the Philippines, underscoring steady international business relationships. BDO, Mastercard mark 20 years of remittance partnership
- Neutral Sentiment: Several articles framed Mastercard as a strong payments network versus Visa and noted ongoing cross-border and issuer-related opportunities, but these were more commentary than fresh catalysts. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
- Negative Sentiment: Truist reportedly lowered its price target on Mastercard, which can weigh on sentiment by signaling more limited upside from current levels. Truist Lowers PT on Mastercard Incorporated (MA) Stock
- Negative Sentiment: Berkshire Hathaway said it is exiting its Mastercard position as part of a broader portfolio overhaul, a headline that may pressure the stock despite not changing Mastercard’s underlying operations. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation
About Mastercard
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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