Clarius Group LLC Reduces Stake in Mastercard Incorporated $MA

Clarius Group LLC lessened its holdings in shares of Mastercard Incorporated (NYSE:MA) by 29.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,607 shares of the credit services provider’s stock after selling 2,396 shares during the period. Clarius Group LLC’s holdings in Mastercard were worth $3,189,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares in the last quarter. Jump Financial LLC boosted its position in shares of Mastercard by 335.1% in the 1st quarter. Jump Financial LLC now owns 17,141 shares of the credit services provider’s stock valued at $9,395,000 after purchasing an additional 13,201 shares during the period. In Depth Partners LLC boosted its position in shares of Mastercard by 3.7% in the 1st quarter. In Depth Partners LLC now owns 9,362 shares of the credit services provider’s stock valued at $5,131,000 after purchasing an additional 337 shares during the period. ICONIQ Capital LLC grew its stake in Mastercard by 23.4% during the 1st quarter. ICONIQ Capital LLC now owns 4,280 shares of the credit services provider’s stock worth $2,346,000 after buying an additional 813 shares during the last quarter. Finally, Oak Harvest Investment Services grew its stake in Mastercard by 5.5% during the 1st quarter. Oak Harvest Investment Services now owns 6,149 shares of the credit services provider’s stock worth $3,370,000 after buying an additional 319 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Key Stores Impacting 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

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Wells Fargo & Company reduced their price objective on Mastercard from $669.00 to $660.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. The Goldman Sachs Group reiterated a “buy” rating and issued a $713.00 price target on shares of Mastercard in a research report on Thursday, October 30th. Macquarie increased their price target on shares of Mastercard from $655.00 to $660.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Robert W. Baird lifted their price objective on shares of Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a research note on Monday, October 6th. Finally, UBS Group increased their target price on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Five 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 company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $657.48.

Mastercard Stock Up 1.1%

Shares of NYSE:MA opened at $572.46 on Monday. The company has a market cap of $514.07 billion, a price-to-earnings ratio of 36.60, a PEG ratio of 2.25 and a beta of 0.87. The firm’s 50-day simple moving average is $553.82 and its 200-day simple moving average is $565.84. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77.

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

Mastercard Increases Dividend

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

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.