Larry Mathis Financial Planning LLC Acquires New Position in Mastercard Incorporated $MA

Posted by George Bondi on Jun 21st, 2026

Larry Mathis Financial Planning LLC acquired a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,678 shares of the credit services provider’s stock, valued at approximately $958,000.

Several other large investors have also bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. grew its holdings in shares of Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after buying an additional 41 shares during the last quarter. Strive Financial Group LLC purchased a new position in Mastercard in the 4th quarter worth approximately $27,000. Hyposwiss Advisors SA bought a new position in Mastercard in the 4th quarter valued at approximately $29,000. Foster Dykema Cabot & Partners LLC lifted its position 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 acquiring an additional 40 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC boosted its stake in Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 20 shares during the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on MA shares. Weiss Ratings cut Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Morgan Stanley reiterated an “overweight” rating and issued a $679.00 price objective on shares of Mastercard in a report on Friday, May 1st. Bank of America assumed coverage on Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price for the company. TD Cowen restated a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Mastercard in a report on Tuesday, March 17th. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $656.04.

Read Our Latest Analysis on MA

Mastercard Stock Performance

Shares of MA opened at $490.73 on Friday. The firm has a market capitalization of $433.60 billion, a P/E ratio of 28.40, a PEG ratio of 1.53 and a beta of 0.74. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. Mastercard Incorporated has a one year low of $464.52 and a one year high of $601.77. The business has a fifty day moving average of $498.76 and a 200 day moving average of $521.76.

Mastercard (NYSE:MA – Get Free Report) last announced its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) 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 business had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the firm posted $3.73 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. As a group, sell-side analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be issued a $0.87 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is presently 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.