Independence Wealth Advisors LLC acquired a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,990 shares of the credit services provider’s stock, valued at approximately $1,136,000.
A number of other large investors also recently added to or reduced their stakes in MA. Laurel Wealth Advisors LLC raised its stake 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 buying an additional 13,397,168 shares during the last quarter. Norges Bank bought a new position in Mastercard in the second quarter valued at approximately $6,725,317,000. State Street Corp boosted its stake in 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 acquiring an additional 997,536 shares during the last quarter. Vanguard Group Inc. grew its holdings 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 acquiring an additional 955,533 shares during the period. Finally, Capital Research Global Investors grew 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 acquiring an additional 629,941 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
MA has been the topic of a number of analyst reports. TD Cowen reissued a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. BNP Paribas Exane raised Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective for the company in a research note on Thursday. JPMorgan Chase & Co. dropped their price objective on Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Mastercard in a research note on Thursday, January 22nd. Finally, Rothschild & Co Redburn set a $685.00 target price on Mastercard in a report on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $667.88.
More Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Major strategic deal — Mastercard agreed to acquire BVNK for about $1.8 billion, strengthening its stablecoin and digital-asset infrastructure capabilities, a direct revenue/strategic growth catalyst as the company pushes deeper into crypto-enabled payments. Stablecoin Strategy: Mastercard to Acquire BVNK for US$1.8bn
- Positive Sentiment: Analyst upgrade — BNP Paribas Exane raised Mastercard from “neutral” to “outperform” and set a $600 price target, a bullish signal that can attract buyers and support near-term momentum. BNP Paribas Exane Upgrade
- Positive Sentiment: Bullish research/valuation views — recent analyst and independent commentary (e.g., Seeking Alpha) highlight Mastercard’s high margins, transaction growth, and multi-year EPS runway, reinforcing the long-term investment case. Mastercard: You Swipe, I Win
- Neutral Sentiment: Legal update — London’s Court of Appeal has allowed Mastercard and Visa to appeal a ruling that their default merchant interchange fees breach competition law; the decision preserves the right to challenge the judgment but leaves the underlying antitrust risk unresolved. Allowed to Appeal UK Ruling
- Neutral Sentiment: Value/price-check coverage — several pieces examine whether the recent pullback makes MA a buy, noting solid fundamentals but some short-term share weakness versus historical highs; useful context for longer-term investors but not an immediate catalyst. Is Mastercard Offering Value After Recent Share Price Weakness?
- Negative Sentiment: Near-term market pressure — articles and market note flow highlight that Mastercard (and peers Visa/AmEx) have seen recent selling/“roughing up,” and some traders are positioning this as a buy-the-dip situation; that selling pressure can keep volatility and cap near-term upside. Why Mastercard Shares Are Trading Lower Today
Mastercard Stock Up 1.2%
Mastercard stock opened at $496.91 on Monday. The company has a 50 day moving average of $525.06 and a 200-day moving average of $550.71. 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 Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The stock has a market capitalization of $443.15 billion, a PE ratio of 30.08, a price-to-earnings-growth ratio of 1.59 and a beta of 0.83.
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings data 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 business had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm’s quarterly revenue was up 17.5% on a year-over-year basis. During the same period last year, the business posted $3.82 earnings per share. On average, equities research analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.
Mastercard Dividend Announcement
The company 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 of this dividend is Thursday, April 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.
Mastercard 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.
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