Mastercard Incorporated $MA Stock Position Lifted by May Hill Capital LLC

May Hill Capital LLC grew its position in shares of Mastercard Incorporated (NYSE:MA) by 104.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,180 shares of the credit services provider’s stock after buying an additional 1,626 shares during the period. May Hill Capital LLC’s holdings in Mastercard were worth $1,815,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of MA. Brighton Jones LLC lifted its holdings in Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after buying an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after buying an additional 200 shares during the last quarter. Betterment LLC lifted its holdings in Mastercard by 6.5% during the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after buying an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC lifted its holdings in shares of Mastercard by 35.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after purchasing an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $431,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Up 0.7%

MA opened at $493.41 on Friday. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The stock has a market cap of $435.97 billion, a P/E ratio of 28.55, a P/E/G ratio of 1.54 and a beta of 0.76. The stock’s 50 day moving average price is $503.29 and its 200 day moving average price is $531.59.

Mastercard (NYSE:MA) last posted its 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. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The firm had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the firm earned $3.73 EPS. The firm’s revenue was up 15.8% compared to the same quarter last year. As a group, research analysts predict that Mastercard Incorporated will post 19.6 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Cantor Fitzgerald raised Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. Wells Fargo & Company raised their price target on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Susquehanna cut their price target on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Finally, Royal Bank Of Canada cut their price target on Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Mastercard has a consensus rating of “Buy” and a consensus target price of $656.00.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

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.