Mastercard Incorporated $MA Stock Holdings Decreased by Parnassus Investments LLC

Parnassus Investments LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 14.8% during the fourth quarter, Holdings Channel reports. The fund owned 1,809,280 shares of the credit services provider’s stock after selling 313,779 shares during the period. Mastercard comprises 2.7% of Parnassus Investments LLC’s investment portfolio, making the stock its 10th largest position. Parnassus Investments LLC’s holdings in Mastercard were worth $1,032,882,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after purchasing an additional 41 shares in the last quarter. Foster Dykema Cabot & Partners LLC grew its stake in shares of Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares in the last quarter. Tacita Capital Inc grew its stake in shares of Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 19 shares in the last quarter. Bay Harbor Wealth Management LLC grew its stake in shares of Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 20 shares in the last quarter. Finally, Birchbrook Inc. acquired a new position in shares of Mastercard during the fourth quarter worth $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Stock Performance

NYSE MA opened at $486.04 on Friday. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77. The company has a market capitalization of $429.46 billion, a PE ratio of 28.13, a P/E/G ratio of 1.53 and a beta of 0.74. The company has a fifty day moving average of $499.36 and a two-hundred day moving average of $523.82.

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on MA shares. Truist Financial lowered their target price on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating for the company in a research note on Tuesday, May 12th. BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price for the company in a research note on Thursday, March 19th. Citigroup lowered their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Evercore reiterated a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Raymond James Financial set a $609.00 price objective on shares of Mastercard in a research note on Friday, May 1st. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $656.04.

Mastercard News Roundup

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.

About Mastercard

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.