Mastercard Incorporated $MA Shares Bought by DAVENPORT & Co LLC

DAVENPORT & Co LLC boosted its position in Mastercard Incorporated (NYSE:MA) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 304,501 shares of the credit services provider’s stock after acquiring an additional 1,950 shares during the period. Mastercard comprises approximately 0.9% of DAVENPORT & Co LLC’s holdings, making the stock its 23rd biggest holding. DAVENPORT & Co LLC’s holdings in Mastercard were worth $174,275,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Evolution Wealth Management Inc. acquired a new stake in Mastercard in the 2nd quarter worth about $29,000. Robbins Farley lifted its holdings in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 18 shares during the period. Tacita Capital Inc boosted its position in shares of Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC grew its holdings in Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares during the period. Finally, Sagard Holdings Management Inc. acquired a new position in Mastercard during the second quarter worth approximately $37,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Price Performance

Shares of MA opened at $499.16 on Wednesday. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. 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 firm has a market cap of $445.16 billion, a price-to-earnings ratio of 30.22, a PEG ratio of 1.61 and a beta of 0.83. The stock has a 50 day moving average of $522.81 and a 200-day moving average of $549.45.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The company had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. During the same period in the previous year, the firm posted $3.82 earnings per share. Mastercard’s quarterly revenue was up 17.5% compared to the same quarter last year. As a group, analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Announces Dividend

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

Wall Street Analyst Weigh In

Several analysts have recently issued reports on MA shares. BNP Paribas Exane raised shares of 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, March 19th. Tigress Financial lifted their target price on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a report on Friday, March 13th. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an “outperform” rating in a research report on Monday, February 2nd. Wolfe Research restated an “outperform” rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Bank of America initiated coverage on Mastercard in a report on Thursday, March 5th. They issued a “buy” rating and a $700.00 price objective on the stock. Six analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $667.88.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is piloting AI-powered virtual CFO tools for small businesses — a product push that could deepen merchant relationships, drive higher value services and expand revenue streams beyond interchange. Mastercard bets AI-powered virtual CFOs can fix small-business gap
• Positive Sentiment: Analysts/coverage note Mastercard’s momentum qualities — Zacks highlights MA as a strong momentum stock, which supports investor interest if macro sentiment stabilizes. Here’s Why MasterCard (MA) is a Strong Momentum Stock
• Positive Sentiment: Partnerships and blockchain experiments continue — Mastercard is named as an early user on Solana’s new developer platform and has other blockchain payment initiatives, signaling ongoing product diversification and potential new rails for cross-border/crypto-linked flows. Solana debuts Solana Developer Platform with Mastercard and Western Union as early users
• Positive Sentiment: Local partnerships: Mastercard’s “lifestyle navigator” tie-up with MMT’s Myra highlights continued product/marketing activity in consumer engagement channels in growing markets. Mastercard collabs with MMT’s Myra, launches ‘lifestyle navigator’
• Neutral Sentiment: Comparisons and sector pieces: several outlets weigh MA versus peers (Evertec, Affirm) and broader financial-sector themes; these provide context but are mixed in directional impact. EVTC vs. MA: Which Stock Is the Better Value Option?
• Neutral Sentiment: Brand/product review: Forbes’ 2026 Mastercard Black Card review is critical on value proposition — relevant to premium card branding but unlikely to move core network economics materially. Mastercard Black Card Review 2026: Lofty Price, No Clout
• Negative Sentiment: Banco Master fallout in Brazil is the biggest near-term headwind — reporting indicates Mastercard is absorbing millions in retailer payments after the fintech bank’s collapse, prompting potential direct financial costs, reputational damage and renewed scrutiny of partner counterparty and operational controls. Mastercard Faces Brazil Fintech Fallout And Questions On Risk Controls
• Negative Sentiment: Coverage comparing MA to higher-upside peers (Affirm) frames MA as more mature/expensive with lower upside, which can pressure sentiment and valuation multiple if investors rotate to faster-growth fintech names. Mastercard vs. Affirm: Which Fintech Stock Wins the Upside Race?
• Negative Sentiment: Bloomberg coverage details the financial hit and market attention around the Brazil incident — this elevated reporting likely amplified selling pressure. Mastercard Takes Hit From the Failure of Brazil’s Banco Master

Mastercard Company 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.