Exencial Wealth Advisors LLC Buys 1,117 Shares of Mastercard Incorporated $MA

Exencial Wealth Advisors LLC boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 2.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,569 shares of the credit services provider’s stock after purchasing an additional 1,117 shares during the period. Mastercard accounts for about 0.9% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest holding. Exencial Wealth Advisors LLC’s holdings in Mastercard were worth $27,058,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in shares of Mastercard by 4.3% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 12,012 shares of the credit services provider’s stock valued at $6,750,000 after buying an additional 490 shares during the last quarter. Sandy Cove Advisors LLC lifted its position in shares of Mastercard by 20.0% in the second quarter. Sandy Cove Advisors LLC now owns 929 shares of the credit services provider’s stock valued at $522,000 after buying an additional 155 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt boosted its stake in shares of Mastercard by 932.0% during the 2nd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 277,000 shares of the credit services provider’s stock worth $155,657,000 after acquiring an additional 250,160 shares during the period. Finally, Czech National Bank increased its holdings in shares of Mastercard by 6.0% during the 2nd quarter. Czech National Bank now owns 198,270 shares of the credit services provider’s stock worth $111,416,000 after acquiring an additional 11,215 shares during the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on MA. Tigress Financial raised their price target on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Macquarie increased their price objective on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $620.00 to $735.00 in a report on Tuesday. Royal Bank Of Canada upped their price target on shares of Mastercard from $645.00 to $654.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, UBS Group increased their price target on shares of Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a report on Friday, October 31st. Five analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $662.08.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Partnerships and product expansion — Mastercard is adding distribution and product capability (Botim Money embedded cross‑border payments; strategic collaboration with Al Ahli Bank Egypt) that support revenue diversification beyond pure interchange fees. Botim money collaborates with Mastercard Al Ahli Bank of Kuwait – Egypt and Mastercard announce strategic collaboration
• Positive Sentiment: New product/market initiatives — Mastercard is pushing into Open Finance and AI-driven cash‑flow tools for SMEs (partnering with Obol in Australia), positioning it to capture higher-margin platform revenues beyond transaction fees. Is Mastercard’s Open Finance Push Redefining Cash Flow Tools for SMEs?
• Positive Sentiment: Ongoing product narrative — Mastercard’s own outlook pieces (Six Payment Trends for 2026) and favorable mentions in AI/shopping themes reinforce the long‑term growth story around digital payments and new revenue streams. Mastercard: Six Payment Trends for 2026 Experts like AI-driven shopping theme (Investopedia)
• Neutral Sentiment: Upcoming earnings event — Mastercard will report Q4 and full‑year 2025 results on Jan. 29; the scheduled release is a potential volatility catalyst but not new news. Conference call announcement
• Neutral Sentiment: Analyst view amid the sell‑off — Some analysts frame recent weakness as a buying opportunity for networks, arguing Mastercard’s fee‑based “toll road” model is more insulated than banks and subprime lenders. U.S Stock Market today (MSN)
• Negative Sentiment: Regulatory shock risk — The administration’s proposed 10% cap on credit card APRs and renewed push on swipe‑fee competition have triggered a sector sell‑off; markets are repricing regulatory risk that could reduce lending economics for issuers and indirectly affect overall consumer spending. Visa, Mastercard sell off on Trump’s credit card cap plan Trump revives Credit Card Competition Act (MSN)

Mastercard Price Performance

NYSE:MA opened at $545.38 on Wednesday. Mastercard Incorporated has a 52 week low of $465.59 and a 52 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. The firm’s 50-day simple moving average is $557.74 and its 200 day simple moving average is $566.97. The firm has a market cap of $489.75 billion, a price-to-earnings ratio of 34.87, a P/E/G ratio of 1.92 and a beta of 0.86.

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

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Shareholders 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 yield of 0.6%. This is a boost from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s payout ratio is presently 22.25%.

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.