Bartlett & CO. Wealth Management LLC Cuts Stock Position in Mastercard Incorporated $MA

Bartlett & CO. Wealth Management LLC lowered its position in Mastercard Incorporated (NYSE:MA) by 0.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 331,581 shares of the credit services provider’s stock after selling 2,629 shares during the quarter. Mastercard comprises approximately 2.5% of Bartlett & CO. Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Bartlett & CO. Wealth Management LLC’s holdings in Mastercard were worth $188,607,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Partners LLC grew its position in Mastercard by 73.2% in the 2nd quarter. ORG Partners LLC now owns 698 shares of the credit services provider’s stock valued at $394,000 after buying an additional 295 shares in the last quarter. Curio Wealth LLC lifted its stake in shares of Mastercard by 22,400.0% in the 2nd quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock worth $126,000 after acquiring an additional 224 shares during the period. Vanguard Group Inc. increased its stake in shares of Mastercard by 1.2% during the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after acquiring an additional 931,132 shares during the period. Wheelhouse Advisory Group LLC lifted its position in Mastercard by 4.4% in the second quarter. Wheelhouse Advisory Group LLC now owns 1,336 shares of the credit services provider’s stock worth $751,000 after purchasing an additional 56 shares during the period. Finally, SeaBridge Investment Advisors LLC boosted its stake in Mastercard by 4.3% during the 2nd quarter. SeaBridge Investment Advisors LLC now owns 6,463 shares of the credit services provider’s stock valued at $3,632,000 after purchasing an additional 264 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Up 1.1%

NYSE MA opened at $572.46 on Friday. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The stock has a market cap of $514.07 billion, a PE ratio of 36.60, a PEG ratio of 2.22 and a beta of 0.87. The firm has a 50-day simple moving average of $553.82 and a 200 day simple moving average of $566.08. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, beating the consensus estimate of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The firm had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. During the same quarter in the prior year, the firm posted $3.89 EPS. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be paid a dividend of $0.87 per share. This is an increase from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio is presently 19.44%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded access to its Merchant Cloud through a collaboration with MoneyHash, which should improve merchant payment performance and drive incremental merchant onboarding and transaction growth. Mastercard Expands Access to Merchant Cloud Through Collaboration With MoneyHash to Enhance Merchant Payment Performance
• Positive Sentiment: Mastercard launched a “Loan on Card” solution to expand lending through its network — a direct revenue lever that could increase interest-related fees and deepen cardholder engagement. Mastercard Introduces Loan on Card to Expand Lending Opportunities
• Positive Sentiment: Institutional collaboration with BlackRock and Franklin Templeton via the ADI Foundation signals growing institutional adoption and credibility for Mastercard’s initiatives, potentially supporting large-scale enterprise partnerships. BlackRock, Mastercard, and Franklin Templeton Announce Collaboration with ADI Foundation, Signaling Institutional Adoption
• Positive Sentiment: Regional expansion: Mastercard boosted its Africa acceptance network ~45% in 2025, supporting long-term volume growth in underpenetrated markets. Mastercard Boosts Africa Acceptance Network by 45% in 2025, Accelerating the Continent’s Digital Economy
• Positive Sentiment: New consumer and marketing initiatives — e.g., McLaren Racing co-branded perks and youth financial-education programs — help drive card engagement and brand differentiation. Mastercard launches McLaren Racing Mastercard Pass with FAB Spendsafe launches Full-Service Financial Education Platform for Youth Backed by Mastercard in Canada
• Neutral Sentiment: Background pieces (INET history, EVTC vs MA comparison) provide context for investors but do not change fundamentals immediately; EVTC comparison may influence value-oriented buy/sell decisions for some investors. How INET Transformed MasterCard Transactions: An Overview EVTC vs. MA: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Regulatory/legal: Visa and Mastercard agreed to pay a combined $167.5M to settle a class-action ATM-fee lawsuit. The charge is manageable vs Mastercard’s market cap but is a reminder of ongoing litigation and regulatory risk in fee practices. Visa, Mastercard to pay $167.5 million in ATM user fee settlement​ Visa and Mastercard agree to pat €142 million to settle ATM fee lawsuit

Analyst Ratings Changes

Several analysts have recently weighed in on MA shares. Tigress Financial upped their price objective on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Wells Fargo & Company reduced their price objective on shares of Mastercard from $669.00 to $660.00 and set an “overweight” rating for the company in a research report on Friday, October 31st. Wall Street Zen downgraded shares of Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Macquarie increased their target price on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Finally, Hsbc Global Res raised Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Five analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $657.48.

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.