Capital Research Global Investors Grows Position in Mastercard Incorporated $MA

Posted by Geri Gentry on Jun 7th, 2026

Capital Research Global Investors boosted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 4.3% in the 4th quarter, HoldingsChannel reports. The fund owned 10,791,976 shares of the credit services provider’s stock after acquiring an additional 444,142 shares during the quarter. Mastercard comprises about 1.1% of Capital Research Global Investors’ investment portfolio, making the stock its 18th biggest holding. Capital Research Global Investors’ holdings in Mastercard were worth $6,161,003,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of MA. E Fund Management Hong Kong Co. Ltd. raised its position in Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after acquiring an additional 41 shares in the last quarter. Tacita Capital Inc increased its position in shares of Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after buying an additional 19 shares in the last quarter. Foster Dykema Cabot & Partners LLC increased its position in shares of Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after buying an additional 40 shares in the last quarter. Bay Harbor Wealth Management LLC increased its position in shares of Mastercard by 54.1% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after buying an additional 20 shares in the last quarter. Finally, Birchbrook Inc. purchased a new position in shares of Mastercard in the fourth quarter valued at $37,000. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Mastercard’s CEO said spending growth has been holding up across all income bands, suggesting consumers remain resilient despite higher gas and food prices. That supports the outlook for payment volume and transaction growth. Mastercard CEO: Spending growth has been happening across all income bands
Positive Sentiment: Mastercard is expanding its open finance ecosystem through a partnership with PaidBy, adding cross-border open banking payments, local-currency account-to-account transactions, and faster settlement. Can Mastercard Strengthen Its Open Finance Ecosystem With PaidBy?
Positive Sentiment: News that Mastercard is adding stablecoins and broader settlement windows points to continued innovation in payments infrastructure, which could help the company capture more transaction flows and improve settlement efficiency. Mastercard adds stablecoins to payment settlement system
Positive Sentiment: Mastercard’s leadership shake-up and AI-focused initiatives suggest management is trying to accelerate fintech growth and modernize the business, which investors may view as supportive of long-term expansion. Mastercard Leadership Shake-Up to Drive Fintech Growth
Neutral Sentiment: Analysts and commentators continue to highlight Mastercard’s strong value-added services and high-return business model, but this is more of a long-term valuation argument than a direct near-term catalyst. Mastercard: Advanced DuPont Analysis Reveals Value-Added Services Are Built To Skyrocket The Share Price
Negative Sentiment: Mastercard transactions in Cuba are set to be suspended, a reminder that geopolitical and sanctions-related issues can still disrupt some transaction volumes, though the financial impact is likely limited. Visa, Mastercard transactions in Cuba to be suspended, central bank says

Mastercard Stock Up 2.1%

MA opened at $491.67 on Friday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm has a market cap of $434.43 billion, a P/E ratio of 28.45, a PEG ratio of 1.53 and a beta of 0.74. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77. The business’s fifty day simple moving average is $499.81 and its 200 day simple moving average is $525.11.

Mastercard (NYSE:MA – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The business had revenue of $8.40 billion for 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%.The business’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter last year, the company earned $3.73 earnings per share. As a group, equities research analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. Evercore restated a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. TD Cowen restated a “buy” rating on shares of Mastercard in a research report on Tuesday, March 17th. Citigroup dropped their price target on Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Finally, UBS Group dropped their price target on Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Mastercard has a consensus rating of “Buy” and a consensus target price of $656.04.

Read Our Latest Analysis on MA

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.