Smithbridge Asset Management Inc. DE Has $2.19 Million Stake in Mastercard Incorporated $MA

Posted by on Jul 2nd, 2026

Smithbridge Asset Management Inc. DE reduced its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 50.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,390 shares of the credit services provider’s stock after selling 4,401 shares during the quarter. Smithbridge Asset Management Inc. DE’s holdings in Mastercard were worth $2,194,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. J. Stern & Co. LLP increased its stake in shares of Mastercard by 53,535.0% during the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after purchasing an additional 72,461,743 shares during the last quarter. Norges Bank bought a new stake in shares of Mastercard in the 4th quarter valued at about $6,705,708,000. Cardano Risk Management B.V. lifted its stake in Mastercard by 861.6% in the 4th quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock valued at $2,324,743,000 after purchasing an additional 3,648,748 shares during the last quarter. State Street Corp lifted its stake in Mastercard by 2.8% in the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Finally, Cibc World Markets Corp bought a new position in Mastercard during the fourth quarter worth about $497,311,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Stock Up 1.8%

Mastercard stock opened at $522.60 on Thursday. The stock has a market cap of $461.76 billion, a P/E ratio of 30.24, a P/E/G ratio of 1.60 and a beta of 0.73. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The company’s 50-day moving average price is $496.78 and its two-hundred day moving average price is $519.05.

Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings data 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 net margin of 45.88% and a return on equity of 212.96%. The firm had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same period last year, the business posted $3.73 earnings per share. The business’s revenue for the quarter was up 15.8% compared to the same quarter last year. As a group, analysts expect that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MA. Truist Financial lowered their price target on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Bank of America initiated coverage on Mastercard in a research note on Thursday, March 5th. They set a “buy” rating and a $700.00 target price for the company. Evercore reissued a “negative” rating on shares of Mastercard in a report on Tuesday, March 17th. Tigress Financial increased their price target on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research note on Friday, March 13th. Finally, BMO Capital Markets began coverage on Mastercard in a report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price target for the company. Seven 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 assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $653.81.

Get Our Latest Analysis on Mastercard

More Mastercard News

Here are the key news stories impacting Mastercard this week:

  • Positive Sentiment: Mastercard was upgraded by Piper Sandler to strong-buy, signaling improved analyst sentiment and supporting the stock. The Fly report on Piper Sandler upgrade
  • Positive Sentiment: Mastercard is being mentioned as part of the new Open USD stablecoin consortium, which could strengthen its position in digital payments and cross-border settlement if adoption grows. Open USD consortium article
  • Positive Sentiment: Mastercard announced a new cybersecurity centre in Africa, a move that highlights investment in payment security and could support long-term network trust and adoption. Mastercard cybersecurity centre article
  • Neutral Sentiment: A commentary piece questioned whether Mastercard trades at a premium valuation despite stablecoin-related developments, but it did not introduce a new fundamental catalyst.
  • Neutral Sentiment: A separate review of a Citi AAdvantage Mastercard credit card is consumer-oriented and not likely to materially affect Mastercard’s earnings outlook. CNBC Citi AAdvantage Globe Mastercard review

Mastercard 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.

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Institutional Ownership by Quarter for Mastercard (NYSE:MA)

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