Cauble & Harre Wealth Management Inc. bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 1,312 shares of the credit services provider’s stock, valued at approximately $749,000.
Other institutional investors have also recently added to or reduced their stakes in the company. E Fund Management Hong Kong Co. Ltd. increased its position in Mastercard by 820.0% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after acquiring an additional 41 shares during the period. Tacita Capital Inc increased its stake in Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after buying an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC increased its stake in Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after buying an additional 40 shares during the period. Bay Harbor Wealth Management LLC increased its stake in Mastercard by 54.1% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after buying an additional 20 shares during the period. Finally, Birchbrook Inc. acquired a new position in Mastercard in the 4th quarter valued at $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.
Analysts Set New Price Targets
Several equities analysts have issued reports on the stock. Susquehanna dropped their price objective on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research note on Friday, May 1st. BMO Capital Markets began coverage on Mastercard in a research report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 target price on the stock. Daiwa Securities Group set a $610.00 target price on Mastercard and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Weiss Ratings cut Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Finally, Citigroup lowered their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $656.00.
Mastercard News Roundup
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
- Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
- Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
- Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
- Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
- Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus
Mastercard Stock Performance
MA opened at $493.41 on Friday. The stock has a market cap of $435.97 billion, a P/E ratio of 28.55, a P/E/G ratio of 1.53 and a beta of 0.76. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The stock’s 50 day simple moving average is $503.29 and its 200 day simple moving average is $531.59. Mastercard Incorporated has a 1-year low of $480.50 and a 1-year high of $601.77.
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The business had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company’s revenue was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.73 EPS. As a group, equities analysts anticipate that Mastercard Incorporated will post 19.58 EPS for the current fiscal year.
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.
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