Compass Capital Management Inc. Has $13.15 Million Stock Holdings in Mastercard Incorporated $MA

Compass Capital Management Inc. lessened its holdings in shares of Mastercard Incorporated (NYSE:MA) by 15.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 23,029 shares of the credit services provider’s stock after selling 4,294 shares during the period. Compass Capital Management Inc.’s holdings in Mastercard were worth $13,147,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. grew its holdings in Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after acquiring an additional 41 shares during the period. Tacita Capital Inc grew its holdings in Mastercard by 50.0% during the 3rd 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 period. Foster Dykema Cabot & Partners LLC grew its holdings in Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 40 shares during the period. Bay Harbor Wealth Management LLC grew its holdings in Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after acquiring an additional 20 shares during the period. Finally, Birchbrook Inc. acquired a new stake in Mastercard during the 4th quarter worth $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a report on Friday, March 27th. Citigroup decreased their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Raymond James Financial set a $609.00 price target on shares of Mastercard in a report on Friday, May 1st. Tigress Financial boosted their price target on shares of Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a report on Friday, March 13th. Finally, Royal Bank Of Canada decreased their price target on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Mastercard presently has an average rating of “Buy” and an average target price of $656.04.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
• Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
• Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
• Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
• Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
• Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.

Mastercard Price Performance

Shares of MA stock opened at $486.04 on Friday. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The firm has a market capitalization of $429.46 billion, a price-to-earnings ratio of 28.13, a price-to-earnings-growth ratio of 1.53 and a beta of 0.74. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm has a fifty day moving average of $499.36 and a 200-day moving average of $523.82.

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

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.