Crossmark Global Holdings Inc. Increases Stock Position in Mastercard Incorporated $MA

Crossmark Global Holdings Inc. boosted its stake in Mastercard Incorporated (NYSE:MA) by 1.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 102,581 shares of the credit services provider’s stock after purchasing an additional 1,600 shares during the period. Mastercard makes up approximately 0.9% of Crossmark Global Holdings Inc.’s holdings, making the stock its 15th largest position. Crossmark Global Holdings Inc.’s holdings in Mastercard were worth $58,349,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new stake in Mastercard during the second quarter valued at approximately $29,000. Robbins Farley raised its position in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 18 shares during the period. Tacita Capital Inc increased its stake in Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after buying an additional 19 shares in the last quarter. True Wealth Design LLC raised its holdings in Mastercard by 45.2% during the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after acquiring an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. bought a new stake in Mastercard during the second quarter valued at about $37,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard Price Performance

MA opened at $523.69 on Thursday. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The stock has a market cap of $467.03 billion, a P/E ratio of 31.70, a PEG ratio of 1.68 and a beta of 0.83. The business has a fifty day moving average of $541.76 and a 200 day moving average of $558.24. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last posted its quarterly 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 firm had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The business’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the prior year, the business posted $3.82 earnings per share. As a group, sell-side analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Announces Dividend

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

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a partnership to test SoFiUSD (a fully reserved U.S. dollar stablecoin) as a settlement option on its network — a first for a U.S. nationally chartered bank — which could open a new low-cost settlement rail for cross‑border remittances, B2B transfers and digital‑asset flows. This strengthens Mastercard’s infrastructure role beyond card rails and could drive new volume and fee-for-service opportunities. SoFi Mastercard Stablecoin Deal Shifts Focus To Payments Infrastructure Growth
• Positive Sentiment: Industry coverage notes Mastercard is actively testing SoFiUSD settlement across issuers and acquirers, reinforcing the previous item and signaling early product commercialization rather than pilot-stage PR only. That execution risk/reward dynamic is important for investors watching new revenue streams. SoFi to test SoFiUSD settlement across Mastercard network
• Positive Sentiment: Mastercard completed the first live AI-agent-initiated payment in Singapore with banks (DBS, UOB), demonstrating product-level AI integrations that can drive merchant/issuer adoption and stickier transaction flows. Early real-world use cases reduce execution risk on AI-enabled payments. Mastercard Completes First Live AI Agent Payment in Singapore With DBS, UOB
• Positive Sentiment: Broader ecosystem support: Stripe announced support for Visa and Mastercard agentic tokens (and BNPL routing for Klarna/Affirm), which helps drive token adoption and lowers friction for Mastercard’s network services and value‑added products. Stripe Will Support Visa And Mastercard Agentic Tokens And Back BNPL for Klarna And Affirm
• Positive Sentiment: Regional product rollouts and programs (premium card tier launch in Canada with Rogers, Small Business Fund opening, contactless metro payments in Taipei) continue to expand merchant and consumer touchpoints, supporting mid‑to‑long‑term volume growth and brand positioning. Mastercard launches premium tier in Canada with Rogers as debut
• Neutral Sentiment: The Mastercard Economics Institute published research on the economic impact of cybercrime — helpful for thought leadership and selling security solutions, but its near‑term revenue impact is indirect. Mastercard: What Spending Data Tells Us About Cyberattacks
• Neutral Sentiment: Company presentations and analyst pieces (Morgan Stanley conference transcript; bullish Seeking Alpha write-ups highlighting valuation and value‑added segments) provide context for strategy and investor expectations but don’t change fundamentals immediately. Mastercard Incorporated (MA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Negative Sentiment: Regulatory/competitive risk: coverage on the EU exploring ways to reduce reliance on Visa/Mastercard highlights potential long‑term market share and fee‑pressure risks in Europe if policymakers push alternative rails or tougher rules. That remains a watch item for revenue durability. How close is the EU to break free from Visa and Mastercard’s grip?
• Negative Sentiment: Macro/competitive rotation: American Express boosted its dividend, which may prompt some income-tilted flows away from growthier payment names like Mastercard and can create short-term comparative pressure. AmEx Turns on the Cash Tap: Dividends Boom Amid AI Concerns

Wall Street Analysts Forecast Growth

MA has been the subject of several recent analyst reports. Raymond James Financial dropped their price target on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Dbs Bank raised Mastercard to a “moderate buy” rating in a research note on Friday, February 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a report on Friday, January 30th. Morgan Stanley increased their price objective on shares of Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $739.00 target price on shares of Mastercard in a research report on Thursday, January 29th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Mastercard presently has an average rating of “Buy” and an average price target of $669.27.

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.