Spinecap SAS Acquires 17,537 Shares of Mastercard Incorporated $MA

Spinecap SAS grew its holdings in shares of Mastercard Incorporated (NYSE:MA) by 99.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,087 shares of the credit services provider’s stock after buying an additional 17,537 shares during the quarter. Mastercard makes up 8.6% of Spinecap SAS’s portfolio, making the stock its 4th largest position. Spinecap SAS’s holdings in Mastercard were worth $20,030,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MA. Riggs Asset Managment Co. Inc. raised its holdings in Mastercard by 20.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after acquiring an additional 18 shares in the last quarter. Affinity Capital Advisors LLC grew its stake in Mastercard by 0.7% in the fourth quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock valued at $1,678,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. grew its stake in Mastercard by 3.3% in the fourth quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock valued at $337,000 after purchasing an additional 19 shares in the last quarter. Thomasville National Bank increased its position in shares of Mastercard by 4.1% during the 4th quarter. Thomasville National Bank now owns 479 shares of the credit services provider’s stock worth $273,000 after purchasing an additional 19 shares during the last quarter. Finally, Castle Rock Wealth Management LLC increased its position in shares of Mastercard by 2.8% during the 4th quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock worth $387,000 after purchasing an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently commented on MA shares. Tigress Financial increased their price objective on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a report on Friday, March 13th. Royal Bank Of Canada lowered their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. UBS Group cut their price target on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $679.00 price objective on shares of Mastercard in a research report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus target price of $656.04.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing deeper into AI-driven “agentic commerce” with its new Agent Pay and related partnerships, which could help it capture more of the next wave of digital payments as AI agents begin shopping and paying on behalf of consumers. Article Title
• Positive Sentiment: Mastercard expanded its cross-border payments footprint through partnerships involving PaidBy and the Appia Foundation, reinforcing its international network and transaction growth opportunities. Article Title
• Positive Sentiment: Zacks highlighted Mastercard’s network-focused model, faster growth profile, and estimated upside versus American Express, suggesting the stock may still have room to rerate as digital payments expand. Article Title
• Positive Sentiment: Mastercard announced a quarterly dividend, which can appeal to income-focused investors and signals continued cash generation and shareholder returns.
• Neutral Sentiment: Mastercard executives said consumers are still navigating the current economy reasonably well, which supports the view that spending trends remain stable but does not directly change the company’s outlook. Article Title
• Neutral Sentiment: Commentary on Mastercard’s former CMO and broader AI-driven marketing trends is more about the company’s thought leadership than a direct financial catalyst. Article Title
• Neutral Sentiment: Coverage comparing Mastercard with Remitly Global and a note about Mastercard being a top-ranked momentum stock are generally supportive, but they are more market commentary than new fundamentals. Article Title Article Title
• Negative Sentiment: News that Russia is working on a plan to remove Visa and Mastercard highlights geopolitical and regulatory risk that could weigh on long-term international payment volumes. Article Title

Mastercard Stock Down 0.5%

MA stock opened at $490.73 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm has a market capitalization of $433.60 billion, a PE ratio of 28.40, a PEG ratio of 1.54 and a beta of 0.74. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77. The business’s 50 day simple moving average is $499.08 and its 200 day simple moving average is $521.98.

Mastercard (NYSE:MA) last announced its quarterly earnings results 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 return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter last year, the firm posted $3.73 EPS. The company’s quarterly revenue was up 15.8% on a year-over-year basis. As a group, research analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be given a $0.87 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio is presently 20.14%.

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.