Mediolanum International Funds Ltd Acquires 1,108 Shares of Mastercard Incorporated $MA

Mediolanum International Funds Ltd lifted its stake in Mastercard Incorporated (NYSE:MA) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 152,134 shares of the credit services provider’s stock after purchasing an additional 1,108 shares during the quarter. Mastercard comprises approximately 0.9% of Mediolanum International Funds Ltd’s holdings, making the stock its 13th largest position. Mediolanum International Funds Ltd’s holdings in Mastercard were worth $86,433,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the company. LGT Financial Advisors LLC bought a new position in Mastercard during the second quarter valued at approximately $25,000. Evolution Wealth Management Inc. purchased a new position in shares of Mastercard in the second quarter valued at about $29,000. Robbins Farley lifted its holdings in shares of Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after buying an additional 18 shares in the last quarter. IMG Wealth Management Inc. purchased a new stake in shares of Mastercard in the second quarter worth about $31,000. Finally, True Wealth Design LLC increased its position in Mastercard by 45.2% in the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock worth $34,000 after purchasing an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard News Roundup

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

Analyst Upgrades and Downgrades

MA has been the subject of several recent analyst reports. TD Cowen lifted their price objective on shares of Mastercard from $668.00 to $671.00 and gave the stock a “buy” rating in a research note on Friday. Evercore ISI set a $610.00 price objective on Mastercard in a research report on Friday, December 12th. Morgan Stanley increased their price target on Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a research note on Friday. Citigroup raised Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. Finally, Wells Fargo & Company boosted their target price on shares of Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $668.78.

Mastercard Price Performance

NYSE:MA opened at $538.62 on Friday. 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 Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. The firm has a market cap of $483.68 billion, a P/E ratio of 32.60, a price-to-earnings-growth ratio of 1.84 and a beta of 0.86. The stock has a 50 day moving average of $554.56 and a two-hundred day moving average of $564.43.

Mastercard (NYSE:MA) last announced its earnings results 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 company had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm’s quarterly revenue was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.82 EPS. On average, analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The business also recently announced 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. This represents a $3.48 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, January 9th. This is an increase from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.

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.