Mastercard Incorporated $MA Holdings Increased by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its position in Mastercard Incorporated (NYSE:MA) by 2.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 44,022 shares of the credit services provider’s stock after purchasing an additional 1,046 shares during the quarter. Mastercard accounts for about 1.7% of United Asset Strategies Inc.’s holdings, making the stock its 11th largest holding. United Asset Strategies Inc.’s holdings in Mastercard were worth $24,277,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Choreo LLC grew its position in shares of Mastercard by 4.3% during the 3rd quarter. Choreo LLC now owns 24,412 shares of the credit services provider’s stock valued at $13,468,000 after purchasing an additional 1,008 shares in the last quarter. Fonville Wealth Management LLC increased its holdings in shares of Mastercard by 39.9% in the third quarter. Fonville Wealth Management LLC now owns 554 shares of the credit services provider’s stock worth $306,000 after purchasing an additional 158 shares during the period. Values Added Financial LLC raised its position in shares of Mastercard by 5.7% in the third quarter. Values Added Financial LLC now owns 1,888 shares of the credit services provider’s stock worth $1,041,000 after buying an additional 101 shares in the last quarter. Creative Capital Management Investments LLC raised its position in shares of Mastercard by 3.0% in the third quarter. Creative Capital Management Investments LLC now owns 794 shares of the credit services provider’s stock worth $438,000 after buying an additional 23 shares in the last quarter. Finally, China Universal Asset Management Co. Ltd. raised its position in shares of Mastercard by 20.4% in the third quarter. China Universal Asset Management Co. Ltd. now owns 10,261 shares of the credit services provider’s stock worth $5,783,000 after buying an additional 1,741 shares in the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Sachin Mehra sold 3,266 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total value of $1,907,344.00. Following the completion of the sale, the insider owned 36,650 shares in the company, valued at $21,403,600. The trade was a 8.18% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 370 shares of the company’s stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $590.21, for a total value of $218,377.70. Following the completion of the sale, the director directly owned 8,237 shares of the company’s stock, valued at approximately $4,861,559.77. This represents a 4.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 56,048 shares of company stock valued at $32,527,203. 0.09% of the stock is owned by insiders.

Analysts Set New Price Targets

MA has been the subject of several research analyst reports. Raymond James Financial reissued an “outperform” rating and set a $632.00 price objective (up from $609.00) on shares of Mastercard in a research note on Friday, July 31st. President Capital upped their target price on Mastercard from $693.00 to $729.00 and gave the stock a “buy” rating in a research note on Monday, August 17th. Truist Financial raised their price target on Mastercard from $633.00 to $674.00 and gave the company a “buy” rating in a report on Friday, October 23rd. Piper Sandler raised their price target on Mastercard from $597.00 to $710.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Daiwa Securities Group lifted their price target on Mastercard from $580.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $683.94.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Adjusted EPS reached $5.31 versus the $5.17 consensus, while revenue rose 14% year over year to approximately $9.81 billion, above estimates of $9.66 billion. Net income increased 18% to about $4.6 billion. Mastercard Beats Q3 Earnings on Higher Cross-Border Volumes and Pricing
• Positive Sentiment: Payment activity remained healthy. Gross dollar volume increased 7%, purchase volume rose 9%, cross-border volume climbed 11% in local currency, and switched transactions grew 9%. Higher international activity and pricing helped drive the beat despite inflation and economic uncertainty. Mastercard caps strong quarter as consumer spending holds up
• Positive Sentiment: Value-added services are becoming a major growth engine. Services revenue jumped 19%, supported by fraud prevention, cybersecurity, data and marketing offerings. Adjusted operating margin expanded to 60.5%, adding to the earnings appeal. Mastercard Q3 2026: Six straight beats as value-added services surge
• Positive Sentiment: Investors see longer-term optionality in new payment technologies. Mastercard highlighted partnerships involving artificial intelligence, tokenized cards, stablecoins and “agentic commerce,” while expanding digital-payment acceptance through initiatives such as Google Pay in Nigeria. Mastercard backs tokenized card payments for agentic commerce
• Negative Sentiment: Cash-flow and leverage trends warrant monitoring. Nine-month operating cash flow fell 6% to $11.9 billion, while buybacks and dividends totaled $14.2 billion. Debt also increased by roughly $4.9 billion, creating a less favorable funding profile despite strong reported earnings. Mastercard Services Revenue Jumps 19%: Rapid Earnings Reaction

Mastercard Stock Performance

Mastercard stock opened at $636.52 on Friday. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $641.57. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a market cap of $557.60 billion, a P/E ratio of 35.01, a price-to-earnings-growth ratio of 1.74 and a beta of 0.76. The firm’s fifty day moving average price is $585.50 and its 200-day moving average price is $535.85.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.17 by $0.14. The company had revenue of $9.81 billion during the quarter, compared to analyst estimates of $9.66 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The firm’s quarterly revenue was up 14.0% compared to the same quarter last year. During the same period in the previous year, the business earned $4.38 earnings per share. On average, equities research analysts expect that Mastercard Incorporated will post 19.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Friday, October 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 annualized dividend and a yield of 0.5%. Mastercard’s payout ratio is 19.14%.

Mastercard Profile

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.