Mastercard Incorporated $MA Stock Position Lessened by Confluence Wealth Services Inc.

Posted by Brian Himes on Nov 11th, 2026

Confluence Wealth Services Inc. cut its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 15.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,671 shares of the credit services provider’s stock after selling 1,013 shares during the period. Confluence Wealth Services Inc.’s holdings in Mastercard were worth $3,127,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Gamco Investors INC. ET AL lifted its stake in Mastercard by 5.4% during the 1st quarter. Gamco Investors INC. ET AL now owns 28,205 shares of the credit services provider’s stock valued at $14,093,000 after acquiring an additional 1,434 shares in the last quarter. Reynders McVeigh Capital Management LLC boosted its holdings in Mastercard by 2.2% during the 2nd quarter. Reynders McVeigh Capital Management LLC now owns 141,828 shares of the credit services provider’s stock worth $72,843,000 after acquiring an additional 3,006 shares during the last quarter. Hsbc Holdings PLC boosted its holdings in Mastercard by 5.3% during the 2nd quarter. Hsbc Holdings PLC now owns 1,656,528 shares of the credit services provider’s stock worth $850,004,000 after acquiring an additional 82,793 shares during the last quarter. SteelPeak Wealth LLC boosted its holdings in Mastercard by 50.1% during the 1st quarter. SteelPeak Wealth LLC now owns 14,003 shares of the credit services provider’s stock worth $6,996,000 after acquiring an additional 4,675 shares during the last quarter. Finally, Rockland Trust Co. grew its stake in shares of Mastercard by 6.2% in the 3rd quarter. Rockland Trust Co. now owns 81,392 shares of the credit services provider’s stock worth $44,885,000 after acquiring an additional 4,751 shares in the last quarter. 97.28% of the stock is owned by institutional investors.

Mastercard Stock Up 0.5%

Shares of NYSE:MA opened at $658.91 on Wednesday. The company has a market capitalization of $574.03 billion, a PE ratio of 34.46, a price-to-earnings-growth ratio of 1.85 and a beta of 0.78. The company has a debt-to-equity ratio of 3.29, a current ratio of 1.01 and a quick ratio of 1.01. The business has a fifty day moving average price of $595.74 and a two-hundred day moving average price of $540.39. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $681.99.

Mastercard (NYSE:MA – Get Free Report) last announced its earnings results on Thursday, October 29th. The credit services provider reported $5.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.17 by $0.14. The firm had revenue of $9.81 billion during the quarter, compared to analyst estimates of $9.66 billion. Mastercard had a return on equity of 260.86% and a net margin of 46.73%. The business’s revenue was up 14.0% compared to the same quarter last year. During the same period last year, the firm posted $4.38 EPS. Analysts forecast that Mastercard Incorporated will post 20.00 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, November 9th. Investors of record on Friday, October 9th were given a dividend of $0.87 per share. The ex-dividend date was Friday, October 9th. This represents a $3.48 annualized dividend and a yield of 0.5%. Mastercard’s dividend payout ratio is presently 18.20%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on MA shares. Freedom Broker downgraded shares of Mastercard from a “buy” rating to a “hold” rating and increased their target price for the company from $620.00 to $725.00 in a report on Thursday, November 5th. Piper Sandler raised their price target on shares of Mastercard from $597.00 to $710.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. BNP Paribas Exane boosted their price target on shares of Mastercard from $680.00 to $713.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Rothschild & Co Redburn cut their price target on shares of Mastercard from $710.00 to $688.00 and set a “buy” rating on the stock in a report on Wednesday, September 2nd. Finally, JPMorgan Chase & Co. upped their price objective on shares of Mastercard from $720.00 to $755.00 and gave the stock an “overweight” rating in a research report on Friday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Mastercard presently has a consensus rating of “Moderate Buy” and an average price target of $709.45.

Get Our Latest Stock Report on Mastercard

More Mastercard News

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Citigroup raised its Mastercard price target from $675 to $800 and maintained a “buy” rating. The new target implies about 21.4% upside from the cited $658.91 price, signaling increased analyst optimism. TickerReport article
Positive Sentiment: Mastercard will be the card-network partner for Sage’s planned small-business accounts and debit cards, initially being implemented in France with Adyen. The arrangement could broaden Mastercard’s reach among small businesses. Sage partnership article
Positive Sentiment: Other partnerships include a BMO business credit card in Canada and a Citizens treasury-management service using Mastercard technology, expanding its commercial-card and corporate-services footprint. Business banking partnerships article
Positive Sentiment: Investor activity has also been supportive: one report said Pershing Square added to Mastercard in the second quarter, while another reported a fund increased its stake by 1,884% in the third quarter. Pershing Square holdings article Fund holdings article
Neutral Sentiment: CEO Michael Miebach described cybersecurity as a major concern for protecting financial infrastructure. The comments highlight an ongoing industry risk, but no specific breach or new Mastercard-related impact was reported. Cybersecurity interview

Insider Activity at Mastercard

In related news, Director Julius Genachowski sold 371 shares of the firm’s stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $585.01, for a total transaction of $217,038.71. Following the completion of the sale, the director owned 8,607 shares in the company, valued at approximately $5,035,181.07. This trade represents a 4.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ling Hai sold 4,318 shares of Mastercard stock in a transaction dated Friday, October 30th. The stock was sold at an average price of $642.43, for a total transaction of $2,774,012.74. Following the completion of the sale, the chief financial officer directly owned 35,750 shares in the company, valued at approximately $22,966,872.50. This represents a 10.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 25,403 shares of company stock worth $15,428,736. 0.09% of the stock is owned by company insiders.

About Mastercard

(Free Report)

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, merchants, financial institutions, businesses and governments. Its network supports electronic payments, including transactions made with Mastercard-branded credit, debit and prepaid cards, as well as digital payment methods. The company provides technology for authorizing, clearing and settling transactions. It also offers services related to cybersecurity, identity verification, data analytics, fraud prevention and payment consulting.