Mastercard Incorporated $MA Shares Sold by BDF Gestion

BDF Gestion trimmed its holdings in Mastercard Incorporated (NYSE:MA) by 17.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,574 shares of the credit services provider’s stock after selling 3,447 shares during the quarter. Mastercard comprises 1.1% of BDF Gestion’s portfolio, making the stock its 13th largest holding. BDF Gestion’s holdings in Mastercard were worth $9,427,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in MA. LGT Financial Advisors LLC acquired a new position in Mastercard during the 2nd quarter valued at about $25,000. Family Legacy Financial Solutions LLC acquired a new stake in shares of Mastercard in the 2nd quarter worth approximately $26,000. Flaharty Asset Management LLC bought a new position in shares of Mastercard in the first quarter valued at approximately $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Mastercard during the second quarter valued at approximately $29,000. Finally, IMG Wealth Management Inc. bought a new stake in Mastercard during the second quarter worth approximately $31,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Up 1.1%

Shares of MA opened at $572.46 on Friday. The business’s 50-day moving average price is $553.82 and its 200 day moving average price is $566.08. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40. The stock has a market capitalization of $514.07 billion, a P/E ratio of 36.60, a P/E/G ratio of 2.22 and a beta of 0.87. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77.

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

Mastercard Increases Dividend

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

Analyst Ratings Changes

A number of brokerages have issued reports on MA. Truist Financial decreased their price target on Mastercard from $638.00 to $630.00 and set a “buy” rating for the company in a research note on Tuesday, November 4th. Evercore ISI set a $610.00 target price on Mastercard in a research note on Friday, December 12th. Royal Bank Of Canada boosted their price target on shares of Mastercard from $645.00 to $654.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Hsbc Global Res raised shares of Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Robert W. Baird lifted their price objective on shares of Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research note on Monday, October 6th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $657.48.

Trending Headlines about Mastercard

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

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.