Soltis Investment Advisors LLC Has $5.15 Million Holdings in Mastercard Incorporated $MA

Posted by Francis Steltz on May 17th, 2026

Soltis Investment Advisors LLC lifted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 16.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,027 shares of the credit services provider’s stock after buying an additional 1,271 shares during the period. Soltis Investment Advisors LLC’s holdings in Mastercard were worth $5,153,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of MA. State Street Corp raised its holdings in shares of Mastercard by 2.8% in the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after buying an additional 997,536 shares in the last quarter. Vanguard Group Inc. grew its position in Mastercard by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after acquiring an additional 955,533 shares during the last quarter. Assenagon Asset Management S.A. grew its position in Mastercard by 792.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider’s stock worth $494,110,000 after acquiring an additional 768,514 shares during the last quarter. Capital Research Global Investors grew its position in Mastercard by 6.5% during the 3rd quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock worth $5,885,944,000 after acquiring an additional 629,941 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in Mastercard during the 4th quarter worth approximately $289,353,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Royal Bank Of Canada decreased their price target on Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. TD Cowen restated a “buy” rating on shares of Mastercard in a research report on Tuesday, March 17th. Wolfe Research restated an “outperform” rating on shares of Mastercard in a research report on Tuesday, March 17th. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. Finally, Wells Fargo & Company increased their price target on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $656.00.

Get Our Latest Stock Analysis on Mastercard

Mastercard Stock Up 0.7%

Shares of MA opened at $493.41 on Friday. The firm has a market capitalization of $435.97 billion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.54 and a beta of 0.76. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The business’s fifty day moving average price is $503.29 and its two-hundred day moving average price is $531.59. Mastercard Incorporated has a 52 week low of $480.50 and a 52 week high of $601.77.

Mastercard (NYSE:MA – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The firm had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period last year, the company earned $3.73 EPS. On average, analysts predict that Mastercard Incorporated will post 19.6 earnings per share for the current year.

Trending Headlines about Mastercard

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 Company Profile

(Free Report)

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.