Cumberland Partners Ltd lowered its position in Mastercard Incorporated (NYSE:MA – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,400 shares of the credit services provider’s stock after selling 3,749 shares during the quarter. Mastercard makes up about 2.0% of Cumberland Partners Ltd’s portfolio, making the stock its 18th biggest position. Cumberland Partners Ltd’s holdings in Mastercard were worth $32,198,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Americana Partners LLC grew its stake in Mastercard by 70.7% in the fourth quarter. Americana Partners LLC now owns 16,247 shares of the credit services provider’s stock worth $9,275,000 after purchasing an additional 6,731 shares in the last quarter. Mizuho Markets Americas LLC grew its stake in Mastercard by 9,534.9% in the fourth quarter. Mizuho Markets Americas LLC now owns 41,430 shares of the credit services provider’s stock worth $23,652,000 after purchasing an additional 41,000 shares in the last quarter. Legato Capital Management LLC grew its stake in Mastercard by 77.3% in the fourth quarter. Legato Capital Management LLC now owns 5,511 shares of the credit services provider’s stock worth $3,146,000 after purchasing an additional 2,403 shares in the last quarter. New World Advisors LLC grew its stake in Mastercard by 2.4% in the fourth quarter. New World Advisors LLC now owns 1,234 shares of the credit services provider’s stock worth $704,000 after purchasing an additional 29 shares in the last quarter. Finally, Advisory Alpha LLC grew its stake in Mastercard by 28.2% in the fourth quarter. Advisory Alpha LLC now owns 3,051 shares of the credit services provider’s stock worth $1,743,000 after purchasing an additional 671 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.
More Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard announced a partnership with JD.com to expand global payment connectivity and explore agentic AI-powered purchasing solutions, which could support future transaction volume growth and strengthen its digital commerce position. Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions
- Positive Sentiment: Mastercard also partnered with ryd to launch a digital-first fleet payment operating system in Europe, highlighting continued expansion in commercial payments and acceptance-network usage. Mastercard and Ryd Target Fragmented European Fleet Payments Market
- Positive Sentiment: BMONI and Mastercard said they are partnering to unlock instant card access for consumers in Nigeria, another sign of Mastercard’s continued push into emerging-market digital payments. BMONI and Mastercard Partner to Unlock Instant Card Access for Consumers in Nigeria
- Positive Sentiment: Mastercard expanded its fintech innovation footprint by launching Mastercard Lighthouse in the UAE with the UAE AI Office, which may help the company identify new payment and AI-related growth opportunities. Mastercard Lighthouse launches in UAE in collaboration with UAE AI Office to accelerate fintech innovation
- Neutral Sentiment: Mastercard continues to draw investor attention, but the article is largely a recap rather than a new catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: An insider reduced their stake, which can attract attention but does not necessarily signal a major change in fundamentals. This Mastercard Insider Reduced Their Stake By 43%
- Negative Sentiment: Investors are concerned that UK and European regulators may push for more fee transparency and regional payment alternatives, which could pressure Mastercard’s pricing power and market share. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
- Negative Sentiment: Market chatter that Mastercard is asking Brazilian payment processors to help cover losses tied to Banco Master’s failure may add near-term earnings uncertainty. Market Chatter: Mastercard Asks Brazil’s Payment Processors to Help Pay for Banco Master Failure
- Negative Sentiment: Broader headlines about Europe’s payment alliance targeting Visa and Mastercard reinforce competitive and regulatory risks for MA’s network model. Europe’s 130-million-user payment alliance takes aim at Visa and Mastercard
Mastercard Stock Down 0.3%
Mastercard (NYSE:MA – Get Free Report) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The company had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.Mastercard’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.73 earnings per share. On average, analysts forecast that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on MA. Bank of America began coverage on Mastercard in a research note on Thursday, March 5th. They issued a “buy” rating and a $700.00 price objective on the stock. UBS Group dropped their price objective on Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Dbs Bank raised Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Wells Fargo & Company increased their price objective on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Finally, BMO Capital Markets initiated coverage on Mastercard in a report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 target price for the company. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $656.00.
Read Our Latest Stock Analysis on Mastercard
About Mastercard
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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