Commerzbank Aktiengesellschaft FI Increases Stock Holdings in Mastercard Incorporated $MA

Commerzbank Aktiengesellschaft FI increased its position in shares of Mastercard Incorporated (NYSE:MA) by 18.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 56,971 shares of the credit services provider’s stock after purchasing an additional 8,991 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Mastercard were worth $32,406,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of MA. Retirement Systems of Alabama grew its holdings in shares of Mastercard by 4.6% during the 3rd quarter. Retirement Systems of Alabama now owns 365,709 shares of the credit services provider’s stock worth $208,019,000 after purchasing an additional 16,128 shares during the period. CIBC Asset Management Inc lifted its position in Mastercard by 1.2% in the third quarter. CIBC Asset Management Inc now owns 143,421 shares of the credit services provider’s stock valued at $81,579,000 after buying an additional 1,709 shares during the last quarter. TFR Capital LLC. boosted its stake in Mastercard by 0.9% during the third quarter. TFR Capital LLC. now owns 4,235 shares of the credit services provider’s stock worth $2,409,000 after buying an additional 36 shares during the period. BLB&B Advisors LLC increased its position in shares of Mastercard by 1.0% during the third quarter. BLB&B Advisors LLC now owns 3,571 shares of the credit services provider’s stock valued at $2,031,000 after acquiring an additional 34 shares during the last quarter. Finally, Sagespring Wealth Partners LLC increased its position in shares of Mastercard by 6.2% during the third quarter. Sagespring Wealth Partners LLC now owns 10,421 shares of the credit services provider’s stock valued at $5,928,000 after acquiring an additional 610 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on MA shares. Macquarie increased their price target on Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Citigroup raised shares of Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Tigress Financial increased their target price on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Robert W. Baird lifted their price target on Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a report on Monday, October 6th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $713.00 price objective on shares of Mastercard in a report on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $661.24.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
• Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
• Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
• Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren‑Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
• Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
• Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near‑term. Read More. Read More.
• Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
• Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

Mastercard Stock Down 1.5%

MA opened at $524.67 on Friday. The business has a 50 day moving average price of $554.82 and a two-hundred day moving average price of $565.35. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company has a market cap of $471.15 billion, a PE ratio of 33.55, a P/E/G ratio of 1.78 and a beta of 0.86. 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 (NYSE:MA) last released its quarterly 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. The business had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.89 earnings per share. As a group, research analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be issued 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 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, January 9th. Mastercard’s dividend payout ratio is currently 22.25%.

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.