L.M. Kohn & Company trimmed its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 89.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 945 shares of the credit services provider’s stock after selling 8,149 shares during the quarter. L.M. Kohn & Company’s holdings in Mastercard were worth $538,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also recently added to or reduced their stakes in the company. Werba Rubin Papier Wealth Management raised its position in Mastercard by 2.9% during the third quarter. Werba Rubin Papier Wealth Management now owns 1,850 shares of the credit services provider’s stock valued at $1,052,000 after acquiring an additional 53 shares in the last quarter. Core Wealth Partners LLC increased its stake in shares of Mastercard by 10.9% during the 3rd quarter. Core Wealth Partners LLC now owns 2,278 shares of the credit services provider’s stock worth $1,296,000 after purchasing an additional 224 shares during the last quarter. MWA Asset Management raised its holdings in shares of Mastercard by 11.0% during the 3rd quarter. MWA Asset Management now owns 2,381 shares of the credit services provider’s stock valued at $1,354,000 after purchasing an additional 235 shares in the last quarter. Howard Capital Management Inc. lifted its stake in shares of Mastercard by 2.7% in the 3rd quarter. Howard Capital Management Inc. now owns 5,947 shares of the credit services provider’s stock valued at $3,383,000 after purchasing an additional 156 shares during the last quarter. Finally, OneAscent Investment Solutions LLC lifted its stake in shares of Mastercard by 29.8% in the 3rd quarter. OneAscent Investment Solutions LLC now owns 1,371 shares of the credit services provider’s stock valued at $780,000 after purchasing an additional 315 shares during the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.
Analysts Set New Price Targets
Several research firms have weighed in on MA. Morgan Stanley raised their target price on Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a report on Friday. Wall Street Zen raised Mastercard from a “hold” rating to a “buy” rating in a report on Saturday. Hsbc Global Res upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $656.00 target price on shares of Mastercard in a research report on Friday. Finally, Truist Financial set a $609.00 price target on Mastercard in a report on Tuesday, January 20th. Five investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Mastercard has a consensus rating of “Buy” and an average price target of $668.78.
Trending Headlines about Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Q4 earnings beat — Mastercard reported stronger‑than‑expected EPS and revenue, with growth in gross dollar volume, cross‑border spending and cybersecurity/value‑added services, supporting the case for durable revenue growth. Zacks Q4 Coverage
- Positive Sentiment: Macquarie raised its price target to $675 and kept an “outperform” rating — another vote of confidence that supports upside expectations. Benzinga
- Positive Sentiment: TD Cowen nudged its target higher to $671 and maintains a “buy” — adds to the cluster of bullish analyst views following the print. Benzinga
- Positive Sentiment: RBC reaffirmed its “outperform” rating with a $656 target — another supportive analyst anchor above the current price. TickerReport
- Neutral Sentiment: JPMorgan trimmed its target from $685 to $655 but kept an “overweight” rating — slightly less bullish upside than before, but still constructive overall. Benzinga
- Neutral Sentiment: Management outlined strategic moves into agentic commerce and stablecoins — promising long‑term optionality but uncertain near‑term revenue impact. PYMNTS
- Negative Sentiment: Mastercard will cut about 4% of full‑time employees after a business review — a near‑term cost action that can boost margins but may signal internal pressure or slower growth in some areas. Reuters
- Negative Sentiment: Regulatory and sector risk commentary (including discussion of potential card legislation and broader sector headwinds) adds uncertainty to valuation and investor risk appetite. BNN Bloomberg
Mastercard Stock Performance
Shares of NYSE MA opened at $538.62 on Friday. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. The company has a market cap of $483.68 billion, a P/E ratio of 32.60, a P/E/G ratio of 1.84 and a beta of 0.86. The business’s 50 day moving average is $554.56 and its two-hundred day moving average is $564.33. The company has a quick ratio of 1.12, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.
Mastercard (NYSE:MA – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. Mastercard’s quarterly revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the company posted $3.82 earnings per share. On average, equities analysts expect that Mastercard Incorporated will post 15.91 EPS for the current year.
Mastercard Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a $0.87 dividend. The ex-dividend date is Friday, January 9th. This is a boost from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard’s dividend payout ratio is 21.07%.
Mastercard Company 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.
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