Mastercard Incorporated $MA Shares Purchased by Groupama Asset Managment

Groupama Asset Managment boosted its position in shares of Mastercard Incorporated (NYSE:MA) by 7.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,419 shares of the credit services provider’s stock after acquiring an additional 1,103 shares during the quarter. Groupama Asset Managment’s holdings in Mastercard were worth $8,770,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of MA. Laurel Wealth Advisors LLC lifted its position in shares of Mastercard by 55,868.1% during the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after purchasing an additional 13,397,168 shares in the last quarter. Norges Bank acquired a new position in shares of Mastercard in the second quarter valued at approximately $6,725,317,000. State Street Corp grew its holdings in shares of Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares in the last quarter. Vanguard Group Inc. increased its stake in Mastercard by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after buying an additional 955,533 shares during the period. Finally, Capital Research Global Investors lifted its holdings in Mastercard by 6.5% during the 3rd 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. 97.28% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and raised their price target for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Wells Fargo & Company upped their price objective on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Cantor Fitzgerald upgraded Mastercard to a “strong-buy” rating in a research note on Tuesday, January 27th. Morgan Stanley lifted their target price on Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $656.00 target price on shares of Mastercard in a research note on Friday, January 30th. Six equities research 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 given a Sell rating to the stock. Based on data from MarketBeat, Mastercard currently has an average rating of “Buy” and an average price target of $670.83.

Mastercard Trading Down 3.6%

Shares of NYSE:MA opened at $488.41 on Thursday. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company’s 50 day moving average is $528.39 and its two-hundred day moving average is $552.40. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. The company has a market cap of $435.57 billion, a PE ratio of 29.56, a P/E/G ratio of 1.64 and a beta of 0.83.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion during 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 company’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the previous year, the company earned $3.82 EPS. Equities analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The firm also recently declared 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 is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic BVNK acquisition strengthens on‑chain capabilities — Mastercard agreed to buy stablecoin infrastructure firm BVNK for up to $1.8B, bringing on‑chain settlement tech and crypto‑fiat rails directly into MA’s network; investors view this as a major step to expand cross‑border and B2B payment capabilities. Reuters: Mastercard to buy BVNK
• Positive Sentiment: New product partnerships broaden revenue streams — MA and J.P. Morgan Payments launched a virtual card in Europe aimed at accounts‑payable use cases (insurance, healthcare, travel, CRE), which can boost card‑based commercial payment volumes. PYMNTS: JPMorgan Payments and Mastercard launch virtual card
• Positive Sentiment: Product and tech investments (AI, blockchain connectivity) improve long‑term margins and fraud controls — Mastercard is building generative AI models for payment insights/fraud detection and expanding blockchain connectivity (e.g., TRON support), which investors see as enhancing competitiveness. FintechNews: Mastercard AI model
• Neutral Sentiment: Legal/regulatory process ongoing — London’s Court of Appeal said Mastercard can appeal a ruling on merchant fees; this keeps options open but leaves regulatory uncertainty intact. Reuters: Appeal allowed in UK merchant fee case
• Neutral Sentiment: Positive perception/brand mentions in social media and investor commentary — some retail channels highlight MA as an “ethical” or strategic crypto play, but these are sentiment items with limited near‑term earnings impact. Yahoo Finance: Mastercard cited on Reddit
• Negative Sentiment: Stablecoin adoption faces operational and regulatory barriers — analysts warn that execution, compliance, on‑ramp/off‑ramp complexity and market adoption are material obstacles that could slow revenue realization from the BVNK deal. PYMNTS: 4 barriers to stablecoin adoption
• Negative Sentiment: Deal valuation and integration risk — some coverage questions the $1.8B price tag (including contingent payments) and warns about execution risk and possible short‑term investor pushback on capital allocation and near‑term earnings impact. Yahoo Finance: Mastercard buys BVNK — valuation debate

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.