Ninety One UK Ltd Acquires 25,216 Shares of Mastercard Incorporated $MA

Ninety One UK Ltd increased its holdings in shares of Mastercard Incorporated (NYSE:MA) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,236,730 shares of the credit services provider’s stock after acquiring an additional 25,216 shares during the period. Mastercard makes up 1.5% of Ninety One UK Ltd’s investment portfolio, making the stock its 16th largest holding. Ninety One UK Ltd’s holdings in Mastercard were worth $706,024,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. Robbins Farley raised its holdings in Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after buying an additional 18 shares during the last quarter. Brady Martz Wealth Solutions LLC raised its holdings in Mastercard by 2.2% in the third quarter. Brady Martz Wealth Solutions LLC now owns 841 shares of the credit services provider’s stock worth $479,000 after buying an additional 18 shares during the last quarter. Alpine Bank Wealth Management raised its holdings in Mastercard by 1.0% in the third quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider’s stock worth $1,034,000 after buying an additional 18 shares during the last quarter. Zullo Investment Group Inc. raised its holdings in Mastercard by 1.7% in the third quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider’s stock worth $621,000 after buying an additional 18 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. raised its holdings in Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after buying an additional 18 shares during the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Merchant-settlement removes an overhang and limits future litigation risk for the payments network, improving near-term operating visibility and potential expense savings. Visa, Mastercard settle merchant claims
• Positive Sentiment: Partnered with Lobster.cash to enable AI agent payments for existing cardholders — expands Mastercard’s addressable market into automated/agentic payments and Web3-linked use cases, a potential new revenue stream. Lobster.cash partners with Mastercard to enable secure AI agent payments for all existing card holders
• Positive Sentiment: Industry coverage highlights Mastercard’s strong earnings surprise history and analyst attention, supporting expectations for continued outperformance vs. estimates. That track record tends to underpin investor confidence around MA’s multiple. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: New Canadian co-branded Mastercard product offers premium airline perks — supports card spend/loyalty but is incremental and localized, so limited broader revenue impact. New Canadian Mastercard offers first-class travel perks with major airline
• Neutral Sentiment: Macro data (weekly jobless claims below expectations) suggests resilience in US labor markets, which is broadly supportive for consumer spending and card volumes — a sector tailwind but not MA-specific. Weekly Jobless Claims Below Expectations
• Neutral Sentiment: Coverage on American Express ahead of its earnings highlights continued firm spending trends across the card industry; positive for network volumes but represents competitor activity rather than a direct MA catalyst. Should You Bet on AXP Ahead of Q1 Earnings? Key Factors to Watch
• Negative Sentiment: Investor concerns about Mastercard’s investments/exposure to emerging technologies and related execution or regulatory risk triggered selling pressure in some coverage; this sentiment can add volatility until clarity on returns and regulation arrives. Mastercard (MA) fell on concerns over emerging technologies
• Positive Sentiment: Fintech/industry write-ups on the Lobster.cash tie-up emphasize Mastercard’s push into agentic/payment innovation — consistent media coverage can accelerate merchant and partner interest. Agentic Waves: Mastercard Splashes out with lobster.cash
• Neutral Sentiment: Zacks note that MA is attracting investor attention summarizes the mix of positive fundamentals and headline risk — keeps MA in focus but doesn’t add a discrete catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know

Mastercard Stock Up 0.6%

Shares of MA stock opened at $521.56 on Friday. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The stock has a market cap of $465.13 billion, a P/E ratio of 31.57, a P/E/G ratio of 1.66 and a beta of 0.83. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. The company has a 50 day simple moving average of $509.92 and a two-hundred day simple moving average of $540.20.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the prior year, the company earned $3.82 earnings per share. The firm’s revenue was up 17.5% on a year-over-year basis. On average, research analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on MA shares. Truist Financial set a $611.00 target price on shares of Mastercard in a report on Tuesday, February 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $739.00 target price on shares of Mastercard in a report on Thursday, January 29th. Daiwa Securities Group set a $610.00 price objective on shares of Mastercard and gave the company an “outperform” rating in a report on Monday, February 2nd. Citigroup decreased their price objective on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Tigress Financial boosted their price objective 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. Five analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Mastercard has an average rating of “Buy” and a consensus target price of $662.00.

Mastercard 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.