Mastercard Incorporated $MA Position Increased by ABN Amro Investment Solutions

ABN Amro Investment Solutions boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 8.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 183,068 shares of the credit services provider’s stock after purchasing an additional 14,931 shares during the period. Mastercard makes up about 1.5% of ABN Amro Investment Solutions’ portfolio, making the stock its 8th biggest position. ABN Amro Investment Solutions’ holdings in Mastercard were worth $104,510,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Fischer Financial Services Inc. boosted its holdings in Mastercard by 0.3% during the fourth quarter. Fischer Financial Services Inc. now owns 14,569 shares of the credit services provider’s stock worth $8,318,000 after buying an additional 47 shares in the last quarter. Kennedy Investment Group boosted its holdings in Mastercard by 2.0% during the fourth quarter. Kennedy Investment Group now owns 10,975 shares of the credit services provider’s stock worth $6,265,000 after buying an additional 214 shares in the last quarter. IFP Advisors Inc raised its position in Mastercard by 2.8% during the fourth quarter. IFP Advisors Inc now owns 17,601 shares of the credit services provider’s stock worth $10,048,000 after acquiring an additional 478 shares during the period. TPG Financial Advisors LLC acquired a new position in Mastercard during the fourth quarter worth $217,000. Finally, Midwest Professional Planners LTD. raised its position in Mastercard by 4.2% during the fourth quarter. Midwest Professional Planners LTD. now owns 6,446 shares of the credit services provider’s stock worth $3,680,000 after acquiring an additional 261 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Trading Down 0.2%

Shares of MA opened at $498.59 on Thursday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77. The firm has a 50-day moving average price of $502.08 and a 200 day moving average price of $530.11. The firm has a market capitalization of $440.55 billion, a P/E ratio of 28.85, a P/E/G ratio of 1.56 and a beta of 0.76.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. During the same quarter in the prior year, the firm posted $3.73 earnings per share. Mastercard’s quarterly revenue was up 15.8% on a year-over-year basis. Sell-side analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current year.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a collaboration with Commercial International Bank to support digital payments innovation, reinforcing its growth strategy in electronic payments and partnerships. Mastercard has collaborated with Commercial International Bank to support digital payments innovation
• Positive Sentiment: Mastercard received support from analyst coverage and was cited as one of the better stocks to own, which may help reinforce investor confidence in the name. Mastercard Incorporated (NYSE:MA) Given Consensus Recommendation of “Buy” by Analysts
• Positive Sentiment: Mastercard was recognized by the Trust for the Americas and the Organization of American States with the 2025 Corporate Citizen of the Americas Award, a reputational positive. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Positive Sentiment: Mastercard continues to expand fraud prevention and merchant-trust tools through Merchant Trust Services, supporting its value-added services story. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Neutral Sentiment: Mastercard was highlighted in a conference presentation transcript, which is unlikely to move the stock by itself but may draw attention to management commentary. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Other mentions, including BDO’s remittance partnership anniversary and consumer card benefits articles, are broadly supportive of Mastercard’s network but not material enough to drive the stock on their own. BDO, Mastercard mark 20 years of remittance partnership
• Negative Sentiment: Recent comparison pieces suggest Visa has the edge over Mastercard on valuation and balance-sheet strength, which can pressure MA as investors rotate toward the perceived better-risk-adjusted option. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Negative Sentiment: Berkshire Hathaway said it is exiting its position in Mastercard, a headline that may add some selling pressure or sentiment drag even if the move is portfolio-specific. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Raymond James Financial set a $609.00 price objective on shares of Mastercard in a research report on Friday, May 1st. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Morgan Stanley reiterated an “overweight” rating and issued a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. BMO Capital Markets started coverage on shares of Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price for the company. Finally, Truist Financial reduced their target price on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating for the company in a research report on Tuesday, May 12th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $656.00.

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.