Mastercard Incorporated $MA Shares Sold by Compass Wealth Management LLC

Compass Wealth Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 70.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,340 shares of the credit services provider’s stock after selling 3,127 shares during the period. Compass Wealth Management LLC’s holdings in Mastercard were worth $762,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Pinion Investment Advisors LLC grew its stake in shares of Mastercard by 0.8% in the second quarter. Pinion Investment Advisors LLC now owns 2,272 shares of the credit services provider’s stock valued at $1,276,000 after buying an additional 18 shares in the last quarter. KRS Capital Management LLC lifted its stake in Mastercard by 0.6% during the 2nd quarter. KRS Capital Management LLC now owns 2,848 shares of the credit services provider’s stock worth $1,601,000 after acquiring an additional 18 shares in the last quarter. Nvest Financial LLC boosted its holdings in Mastercard by 1.2% during the 2nd quarter. Nvest Financial LLC now owns 1,505 shares of the credit services provider’s stock valued at $846,000 after acquiring an additional 18 shares during the period. Washington Trust Advisors Inc. boosted its holdings in Mastercard by 5.6% during the 2nd quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock valued at $191,000 after acquiring an additional 18 shares during the period. Finally, Rialto Wealth Management LLC grew its position in Mastercard by 13.0% in the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock valued at $88,000 after acquiring an additional 18 shares in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Zacks and other outlets highlight Mastercard as a top long‑term growth stock based on its revenue mix, payments network advantages and attractive style scores — supporting a buy-and-hold case for investors. Why MasterCard (MA) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Regional demand: Mastercard commentary on strong domestic spending in Kenya underscores growth opportunities in emerging markets and product adoption overseas. Mastercard: Strong domestic demand to drive Kenya’s economy in 2026
• Positive Sentiment: Analyst confidence: coverage summaries note the Street remains upbeat on spending resilience and Mastercard’s profitability, providing a supportive backdrop into the company’s upcoming report. Street Maintains Confidence in Mastercard Incorporated (MA) on Spending Resilience
• Neutral Sentiment: Q4 prep: Zacks has published deeper analyst‑estimate previews (beyond revenue and EPS) that investors will watch for guidance drivers such as cross‑border volumes and gross dollar volume growth. Exploring Analyst Estimates for MasterCard (MA) Q4 Earnings
• Neutral Sentiment: Modeling notes: KeyCorp issued an FY2025 earnings estimate for Mastercard — useful for traders updating financial models but not headline-moving by itself. FY2025 Earnings Estimate for Mastercard Issued By KeyCorp
• Neutral Sentiment: Peer comparison pieces (Visa vs. Mastercard) are circulating this week as both companies report, keeping investor attention on relative execution and valuation versus peers. Visa vs. Mastercard: Is There a Better Buy?
• Negative Sentiment: Acquisition talk falls through: ZeroHash walked away from takeover talks with Mastercard and is pursuing independent fundraising — a missed inorganic growth opportunity that could modestly disappoint investors watching M&A as a growth lever. ZeroHash is in talks to raise USD250 million after walking away from Mastercard takeover
• Negative Sentiment: Analyst trim: Truist trimmed its price target on MA to $609 from $630 while keeping a Buy rating — a small downward revision that can cap near-term upside even as the buy thesis remains intact. Street Maintains Confidence in Mastercard Incorporated (MA) on Spending Resilience

Mastercard Price Performance

Shares of MA opened at $526.89 on Tuesday. The firm has a market capitalization of $473.15 billion, a price-to-earnings ratio of 33.69, a PEG ratio of 1.78 and a beta of 0.86. The firm’s fifty day simple moving average is $554.61 and its 200-day simple moving average is $565.09. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The business had revenue of $8.60 billion for the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter in the prior year, the business posted $3.89 EPS. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. Equities analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current fiscal 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 dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, January 9th. 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 yield of 0.7%. Mastercard’s dividend payout ratio is 22.25%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on MA shares. Robert W. Baird increased their price target on shares of Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research report on Monday, October 6th. Tigress Financial increased their target price on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a report on Thursday, November 6th. Hsbc Global Res upgraded shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Morgan Stanley set a $665.00 price objective on Mastercard and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Citigroup upgraded Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. Four investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $660.81.

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.