Investment Insight Wealth Management LLC Acquires New Position in Mastercard Incorporated $MA

Posted by on Jun 19th, 2026

Investment Insight Wealth Management LLC acquired a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,748 shares of the credit services provider’s stock, valued at approximately $3,852,000. Mastercard makes up 3.8% of Investment Insight Wealth Management LLC’s investment portfolio, making the stock its 7th largest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MA. Riggs Asset Managment Co. Inc. increased its stake in shares of Mastercard by 20.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock valued at $61,000 after purchasing an additional 18 shares during the last quarter. Affinity Capital Advisors LLC lifted its position in shares of Mastercard by 0.7% during the 4th quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock worth $1,678,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. lifted its position in shares of Mastercard by 3.3% during the 4th quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock worth $337,000 after buying an additional 19 shares during the last quarter. Thomasville National Bank boosted its stake in Mastercard by 4.1% in the fourth quarter. Thomasville National Bank now owns 479 shares of the credit services provider’s stock valued at $273,000 after buying an additional 19 shares in the last quarter. Finally, Castle Rock Wealth Management LLC grew its position in Mastercard by 2.8% in the fourth quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock valued at $387,000 after acquiring an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

  • Positive Sentiment: Mastercard is pushing deeper into AI-driven “agentic commerce” with its new Agent Pay and related partnerships, which could help it capture more of the next wave of digital payments as AI agents begin shopping and paying on behalf of consumers. Article Title
  • Positive Sentiment: Mastercard expanded its cross-border payments footprint through partnerships involving PaidBy and the Appia Foundation, reinforcing its international network and transaction growth opportunities. Article Title
  • Positive Sentiment: Zacks highlighted Mastercard’s network-focused model, faster growth profile, and estimated upside versus American Express, suggesting the stock may still have room to rerate as digital payments expand. Article Title
  • Positive Sentiment: Mastercard announced a quarterly dividend, which can appeal to income-focused investors and signals continued cash generation and shareholder returns.
  • Neutral Sentiment: Mastercard executives said consumers are still navigating the current economy reasonably well, which supports the view that spending trends remain stable but does not directly change the company’s outlook. Article Title
  • Neutral Sentiment: Commentary on Mastercard’s former CMO and broader AI-driven marketing trends is more about the company’s thought leadership than a direct financial catalyst. Article Title
  • Neutral Sentiment: Coverage comparing Mastercard with Remitly Global and a note about Mastercard being a top-ranked momentum stock are generally supportive, but they are more market commentary than new fundamentals. Article Title Article Title
  • Negative Sentiment: News that Russia is working on a plan to remove Visa and Mastercard highlights geopolitical and regulatory risk that could weigh on long-term international payment volumes. Article Title

Analyst Upgrades and Downgrades

Several research analysts have commented on MA shares. Morgan Stanley reissued an “overweight” rating and set a $679.00 target price on shares of Mastercard in a research note on Friday, May 1st. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Susquehanna decreased their price target on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Loop Capital reiterated a “buy” rating and set a $631.00 price objective on shares of Mastercard in a research report on Wednesday, June 3rd. Finally, BMO Capital Markets began coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 price objective for the company. Six analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $656.04.

Check Out Our Latest Analysis on Mastercard

Mastercard Price Performance

Mastercard stock opened at $490.73 on Friday. The stock has a 50-day moving average price of $499.08 and a two-hundred day moving average price of $521.98. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a market capitalization of $433.60 billion, a PE ratio of 28.40, a P/E/G ratio of 1.54 and a beta of 0.74. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56.

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 the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period in the previous year, the business posted $3.73 earnings per share. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. Analysts expect that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be given a dividend of $0.87 per share. The ex-dividend date is Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

About Mastercard

(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.

Featured Stories

Institutional Ownership by Quarter for Mastercard (NYSE:MA)

Receive News & Ratings for Mastercard Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Mastercard and related companies with MarketBeat.com's FREE daily email newsletter.