Cushing Capital Partners LLC Takes Position in Mastercard Incorporated $MA

Cushing Capital Partners LLC acquired a new position in Mastercard Incorporated (NYSE:MA) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 1,576 shares of the credit services provider’s stock, valued at approximately $896,000.

Several other large investors also recently added to or reduced their stakes in MA. Cypress Wealth Services LLC boosted its stake in shares of Mastercard by 7.0% during the 3rd quarter. Cypress Wealth Services LLC now owns 1,212 shares of the credit services provider’s stock worth $689,000 after acquiring an additional 79 shares during the last quarter. Strong Tower Advisory Services raised its holdings in Mastercard by 5.2% in the 3rd quarter. Strong Tower Advisory Services now owns 6,504 shares of the credit services provider’s stock worth $3,700,000 after purchasing an additional 322 shares during the period. IFM Investors Pty Ltd lifted its position in Mastercard by 3.9% during the third quarter. IFM Investors Pty Ltd now owns 166,662 shares of the credit services provider’s stock valued at $94,186,000 after purchasing an additional 6,294 shares in the last quarter. Able Wealth Management LLC grew its holdings in Mastercard by 0.4% during the third quarter. Able Wealth Management LLC now owns 4,761 shares of the credit services provider’s stock valued at $2,708,000 after purchasing an additional 21 shares during the period. Finally, Highline Wealth Partners LLC increased its position in Mastercard by 44.4% in the third quarter. Highline Wealth Partners LLC now owns 156 shares of the credit services provider’s stock worth $89,000 after buying an additional 48 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MA. UBS Group lifted their price objective on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Tigress Financial raised their target price on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research note on Thursday, November 6th. Morgan Stanley set a $665.00 price target on shares of Mastercard and gave the stock an “overweight” rating in a research report on Friday, October 31st. Evercore ISI set a $610.00 price objective on shares of Mastercard in a research report on Friday, December 12th. Finally, Royal Bank Of Canada upped their target price on shares of Mastercard from $645.00 to $654.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Five investment 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $657.48.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Launched “Merchant Cloud,” a new suite aimed at helping merchants modernize digital commerce and accelerate omnichannel payments adoption — broadens merchant solutions and potential SaaS-style revenue. Mastercard introduces Merchant Cloud for the evolving digital commerce landscape
• Positive Sentiment: Mastercard SpendingPulse reports U.S. retail sales (ex-auto) up about 3.9% Y/Y through Dec. 21, signaling stronger consumer spending and higher payments volume for Mastercard. Mastercard SpendingPulse: Savvy Shoppers and E-Commerce Fuel U.S. Holiday Retail Sales Growth by 3.9% YOY
• Positive Sentiment: Industry preliminary data from Visa and Mastercard shows ~4% U.S. holiday retail growth — reinforces the SpendingPulse read and supports expectations for higher take‑rates and processed volume. Visa and Mastercard report 4% growth in US holiday retail sales
• Positive Sentiment: Expanded strategic partnerships to accelerate “agentic commerce”: Fiserv will implement Mastercard’s Agent Pay Acceptance Framework at scale, improving merchant access to AI-driven payment flows. This increases distribution and could boost volume over time. Fiserv and Mastercard Partner to Advance Trusted Agentic Commerce For Merchants
• Positive Sentiment: Partnership with LoanPro to offer “Loan on Card” expands credit and lending capabilities delivered via Mastercard rails — potential new fees and deeper issuer relationships. Mastercard Incorporated (MA) Partners with LoanPro to Offer Loan on Card
• Positive Sentiment: FAB (First Abu Dhabi Bank) and Mastercard launched mobile-first virtual corporate cards in the UAE, strengthening commercial card presence in a fast-growing corporate-payments market. FAB and Mastercard transform UAE business payments with mobile-first virtual corporate cards
• Neutral Sentiment: Coverage and interviews (e.g., regional execs on digital payments/crypto) provide strategic color but no near-term financial impact disclosed. Mastercard’s Prakriti Singh and Raj Dhamodharan discuss the future of digital payments and crypto in the region
• Neutral Sentiment: Options‑market writeup notes increased derivatives activity around MA — indicates trader interest/positioning but not a fundamental directional signal. Unpacking the Latest Options Trading Trends in Mastercard
• Neutral Sentiment: MSN and other outlets highlighted holiday e‑commerce trends based on Mastercard data — supportive macro picture but largely reiterative. Holiday shoppers turn to e-commerce for deals and convenience — Mastercard

Mastercard Price Performance

Shares of NYSE:MA opened at $576.68 on Wednesday. The firm has a market cap of $517.86 billion, a price-to-earnings ratio of 36.87, a P/E/G ratio of 2.26 and a beta of 0.87. The firm has a fifty day moving average price of $554.34 and a 200 day moving average price of $565.68. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. 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 announced its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. The company had revenue of $8.60 billion for the quarter, compared to the consensus estimate of $8.53 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. Mastercard’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.89 EPS. As a group, sell-side analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given a $0.87 dividend. 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 dividend yield of 0.6%. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio (DPR) is presently 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.