Cullen Frost Bankers Inc. Decreases Stake in Mastercard Incorporated $MA

Cullen Frost Bankers Inc. decreased its position in Mastercard Incorporated (NYSE:MA) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 161,033 shares of the credit services provider’s stock after selling 1,695 shares during the period. Mastercard accounts for 1.0% of Cullen Frost Bankers Inc.’s investment portfolio, making the stock its 24th biggest holding. Cullen Frost Bankers Inc.’s holdings in Mastercard were worth $91,931,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after acquiring an additional 41 shares during the period. Tacita Capital Inc grew its position in shares of Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC grew its position in shares of Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 40 shares during the period. Bay Harbor Wealth Management LLC grew its position in shares of Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 20 shares during the period. Finally, Birchbrook Inc. bought a new position in shares of Mastercard during the 4th quarter valued at approximately $37,000. 97.28% of the stock is owned by institutional investors.

Mastercard News Roundup

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

Mastercard Stock Down 1.3%

Shares of NYSE:MA opened at $499.32 on Wednesday. The firm has a fifty day moving average price of $502.47 and a two-hundred day moving average price of $530.50. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. Mastercard Incorporated has a one year low of $480.50 and a one year high of $601.77. The company has a market cap of $441.19 billion, a price-to-earnings ratio of 28.90, a PEG ratio of 1.58 and a beta of 0.76.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period last year, the firm earned $3.73 EPS. Analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MA. Raymond James Financial set a $609.00 target price on shares of Mastercard in a research report on Friday, May 1st. Wolfe Research reissued an “outperform” rating on shares of Mastercard in a research report on Tuesday, March 17th. Tigress Financial increased their target price on shares of Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday, March 13th. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. Finally, Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a research report on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Mastercard has a consensus rating of “Buy” and an average target price of $656.00.

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.