Rathbones Group PLC reduced its position in Mastercard Incorporated (NYSE:MA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 532,453 shares of the credit services provider’s stock after selling 6,777 shares during the quarter. Mastercard makes up approximately 1.2% of Rathbones Group PLC’s portfolio, making the stock its 21st biggest position. Rathbones Group PLC’s holdings in Mastercard were worth $303,967,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of the company. Riggs Asset Managment Co. Inc. grew its position in 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 acquiring an additional 18 shares in the last quarter. Millington Financial Advisors LLC grew its position in Mastercard by 5.2% in the 3rd quarter. Millington Financial Advisors LLC now owns 386 shares of the credit services provider’s stock valued at $216,000 after acquiring an additional 19 shares in the last quarter. Tacita Capital Inc grew its position in Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 19 shares in the last quarter. Affinity Capital Advisors LLC grew its position in Mastercard by 0.7% in the 4th quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock valued at $1,678,000 after acquiring an additional 19 shares in the last quarter. Finally, Abacus Planning Group Inc. grew its position in Mastercard by 3.3% in the 4th quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock valued at $337,000 after acquiring an additional 19 shares in the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.
Key Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard announced a collaboration with Commercial International Bank to support digital payments innovation, reinforcing its growth strategy in electronic payments and partnerships. Mastercard has collaborated with Commercial International Bank to support digital payments innovation
- Positive Sentiment: Mastercard received support from analyst coverage and was cited as one of the better stocks to own, which may help reinforce investor confidence in the name. Mastercard Incorporated (NYSE:MA) Given Consensus Recommendation of “Buy” by Analysts
- Positive Sentiment: Mastercard was recognized by the Trust for the Americas and the Organization of American States with the 2025 Corporate Citizen of the Americas Award, a reputational positive. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
- Positive Sentiment: Mastercard continues to expand fraud prevention and merchant-trust tools through Merchant Trust Services, supporting its value-added services story. Mastercard Intros Strategy to Ferret Out Scam Merchants
- Neutral Sentiment: Mastercard was highlighted in a conference presentation transcript, which is unlikely to move the stock by itself but may draw attention to management commentary. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
- Neutral Sentiment: Other mentions, including BDO’s remittance partnership anniversary and consumer card benefits articles, are broadly supportive of Mastercard’s network but not material enough to drive the stock on their own. BDO, Mastercard mark 20 years of remittance partnership
- Negative Sentiment: Recent comparison pieces suggest Visa has the edge over Mastercard on valuation and balance-sheet strength, which can pressure MA as investors rotate toward the perceived better-risk-adjusted option. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
- Negative Sentiment: Berkshire Hathaway said it is exiting its position in Mastercard, a headline that may add some selling pressure or sentiment drag even if the move is portfolio-specific. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation
Mastercard Stock Performance
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, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the company posted $3.73 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. On average, equities research analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
MA has been the subject of several research reports. TD Cowen reaffirmed a “buy” rating on shares of Mastercard in a research report on Tuesday, March 17th. Daiwa Securities Group set a $610.00 target price on Mastercard and gave the company an “outperform” rating in a research report on Monday, February 2nd. Wolfe Research reaffirmed an “outperform” rating on shares of Mastercard in a research report on Tuesday, March 17th. Evercore reissued a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Raymond James Financial set a $609.00 price objective on Mastercard in a research report on Friday, May 1st. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $656.00.
Check Out Our Latest Report on MA
Mastercard Profile
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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