Mastercard (NYSE:MA) Stock Price Expected to Rise, Macquarie Analyst Says

Mastercard (NYSE:MA) had its target price lifted by equities researchers at Macquarie from $660.00 to $675.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the credit services provider’s stock. Macquarie’s price target would indicate a potential upside of 25.32% from the company’s current price.

A number of other brokerages have also weighed in on MA. Compass Point upgraded Mastercard from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. UBS Group lifted their target price on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Evercore ISI set a $610.00 price target on shares of Mastercard in a research note on Friday, December 12th. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Finally, Redburn Partners set a $685.00 price objective on shares of Mastercard in a report on Wednesday. Five equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $668.78.

Mastercard Stock Performance

Shares of MA stock opened at $538.62 on Friday. The business’s fifty day simple moving average is $554.56 and its 200-day simple moving average is $564.43. The company has a market cap of $483.68 billion, a PE ratio of 32.60, a PEG ratio of 1.84 and a beta of 0.86. The company has a current ratio of 1.03, a quick ratio of 1.12 and a debt-to-equity ratio of 2.36. Mastercard has a 12-month low of $465.59 and a 12-month high of $601.77.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. During the same quarter last year, the firm earned $3.82 EPS. The business’s quarterly revenue was up 17.5% on a year-over-year basis. Analysts expect that Mastercard will post 15.91 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Mastercard

Several hedge funds have recently added to or reduced their stakes in MA. LGT Financial Advisors LLC purchased a new stake in shares of Mastercard in the second quarter worth about $25,000. Evolution Wealth Management Inc. acquired a new position in Mastercard in the second quarter valued at approximately $29,000. IMG Wealth Management Inc. purchased a new stake in Mastercard in the 2nd quarter worth approximately $31,000. Robbins Farley grew its stake in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares during the period. Finally, Tacita Capital Inc increased its holdings in shares of Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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

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.