Bridges Investment Management Inc. Has $222.41 Million Stake in Mastercard Incorporated $MA

Bridges Investment Management Inc. trimmed its position in shares of Mastercard Incorporated (NYSE:MA) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 391,015 shares of the credit services provider’s stock after selling 3,615 shares during the period. Mastercard makes up approximately 2.8% of Bridges Investment Management Inc.’s holdings, making the stock its 9th largest holding. Bridges Investment Management Inc.’s holdings in Mastercard were worth $222,413,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the company. LGT Financial Advisors LLC bought a new stake in Mastercard in the 2nd quarter valued at $25,000. Evolution Wealth Management Inc. acquired a new stake in shares of Mastercard during the 2nd quarter valued at about $29,000. IMG Wealth Management Inc. bought a new stake in Mastercard in the second quarter valued at about $31,000. Robbins Farley raised its position in 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 purchasing an additional 18 shares in the last quarter. Finally, True Wealth Design LLC lifted its stake in Mastercard by 45.2% during 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 period. 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: 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 Price Performance

Mastercard stock opened at $538.62 on Monday. The business’s fifty day moving average is $554.56 and its two-hundred day moving average is $564.49. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.12 and a current ratio of 1.03. The firm has a market cap of $483.68 billion, a P/E ratio of 32.60, a P/E/G ratio of 1.81 and a beta of 0.83. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating 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 business had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the previous year, the business posted $3.82 earnings per share. The firm’s revenue for the quarter was up 17.5% compared to the same quarter last year. Equities research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be paid a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date of this dividend is Friday, January 9th. Mastercard’s payout ratio is currently 21.07%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. TD Cowen upped their price objective on Mastercard from $668.00 to $671.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research note on Thursday, January 22nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $739.00 price target on shares of Mastercard in a research report on Thursday. Macquarie lifted their price objective on Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a report on Friday. Finally, UBS Group boosted their target price on shares of Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Five investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Mastercard presently has an average rating of “Buy” and an average price target of $668.78.

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.