Comgest Global Investors S.A.S. Buys 6,857 Shares of Mastercard Incorporated $MA

Comgest Global Investors S.A.S. raised its stake in Mastercard Incorporated (NYSE:MA) by 24.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,766 shares of the credit services provider’s stock after buying an additional 6,857 shares during the quarter. Mastercard accounts for about 0.4% of Comgest Global Investors S.A.S.’s portfolio, making the stock its 29th largest position. Comgest Global Investors S.A.S.’s holdings in Mastercard were worth $19,775,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC increased its stake in Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after purchasing an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in shares of Mastercard by 8.5% during the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares in the last quarter. Avidian Wealth Enterprises LLC grew its holdings in shares of Mastercard by 11.7% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 2,255 shares of the credit services provider’s stock valued at $1,267,000 after buying an additional 236 shares during the period. Whittier Trust Co. of Nevada Inc. increased its position in shares of Mastercard by 0.5% in the 2nd quarter. Whittier Trust Co. of Nevada Inc. now owns 4,390 shares of the credit services provider’s stock valued at $2,467,000 after buying an additional 22 shares in the last quarter. Finally, D.A. Davidson & CO. raised its stake in Mastercard by 3.4% during the 2nd quarter. D.A. Davidson & CO. now owns 32,450 shares of the credit services provider’s stock worth $18,235,000 after buying an additional 1,066 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have weighed in on MA shares. HSBC raised Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $656.00 price objective on shares of Mastercard in a research report on Friday, January 30th. Cantor Fitzgerald raised Mastercard to a “strong-buy” rating in a research note on Tuesday, January 27th. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. Finally, Morgan Stanley upped their price target on shares of Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $669.27.

Mastercard Trading Up 1.2%

NYSE:MA opened at $527.97 on Thursday. The company has a market cap of $474.11 billion, a P/E ratio of 31.96, a price-to-earnings-growth ratio of 1.68 and a beta of 0.83. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The business has a 50 day moving average price of $552.89 and a two-hundred day moving average price of $562.32. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The business had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. During the same quarter in the previous year, the firm posted $3.82 earnings per share. The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. As a group, analysts expect that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued a $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is presently 21.07%.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing “agentic commerce” in India—enabling AI agents to transact on behalf of consumers and working with banks on pilots. This accelerates new payment flows and value‑added services in a large, fast-growing market. Mastercard brings agentic commerce vision to India
• Positive Sentiment: Mastercard and Ericsson announced a partnership to link platforms for faster cross‑border digital money movement—improves rails for mobile-enabled transfers and could lift transaction volumes and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Launch of a fleet payments portfolio in Asia Pacific targets commercial, recurring spend (fuel, maintenance, fleet cards) — diversifies B2B revenue and deepens merchant relationships in a high‑frequency segment. Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Mastercard is advancing agentic payment pilots with banks and signalling readiness for AI-driven payments—this supports higher-margin value‑added services and reinforces the company’s tech leadership. Mastercard and Visa enlist banks for agentic payment pilots
• Neutral Sentiment: Analyst commentary highlights Mastercard’s wide moat versus competitors (asset‑light network, VAS strength), supporting the long-term thesis even as cost pressures persist. Payments Power Play: MA or AXP, Who Has the Deeper Moat in 2026?
• Neutral Sentiment: Exploratory work with BlackRock on potential XRP Ledger integration signals interest in ledger rails and settlement efficiency, but is early stage and more strategic than immediately revenue‑generating. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: Mastercard rolled out a cybersecurity “report card” initiative—positive for risk management and brand trust, but not a near-term revenue driver. Mastercard applies a cyber security ‘report card’
• Negative Sentiment: Regulatory and competitive risk: UK banks and policymakers are exploring national alternatives to Visa/Mastercard and heightened political/regulatory concerns are being reported—this poses potential long‑term market share and fee pressure in key markets. Visa and Mastercard on red alert as fears of political shutdown mount

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.