Fifth Third Bancorp Lowers Position in Mastercard Incorporated $MA

Fifth Third Bancorp lessened its stake in shares of Mastercard Incorporated (NYSE:MA) by 1.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 695,099 shares of the credit services provider’s stock after selling 7,330 shares during the period. Mastercard accounts for about 1.3% of Fifth Third Bancorp’s investment portfolio, making the stock its 11th biggest holding. Fifth Third Bancorp owned approximately 0.08% of Mastercard worth $395,379,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. Curio Wealth LLC lifted its position in shares of Mastercard by 22,400.0% during the second quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock worth $126,000 after purchasing an additional 224 shares during the last quarter. Nicholson Wealth Management Group LLC increased its stake in Mastercard by 153.6% in the 3rd quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock worth $1,625,000 after buying an additional 1,730 shares during the period. Mn Services Vermogensbeheer B.V. boosted its position in Mastercard by 1.5% in the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after buying an additional 4,700 shares during the period. Financiere des Professionnels Fonds d investissement inc. boosted its position in Mastercard by 88.9% in the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock valued at $8,723,000 after buying an additional 7,215 shares during the period. Finally, Global X Japan Co. Ltd. grew its stake in Mastercard by 3,694.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after acquiring an additional 9,052 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Down 1.7%

Shares of Mastercard stock opened at $518.43 on Monday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The company has a market cap of $465.55 billion, a P/E ratio of 31.38, a PEG ratio of 1.67 and a beta of 0.83. The firm’s 50 day moving average price is $553.85 and its 200-day moving average price is $563.17. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. During the same period last year, the firm earned $3.82 earnings per share. Mastercard’s revenue was up 17.5% compared to the same quarter last year. On average, sell-side analysts predict that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be given a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, April 9th. Mastercard’s dividend payout ratio is currently 21.07%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. TD Cowen boosted their price target on Mastercard from $668.00 to $671.00 and gave the company a “buy” rating in a report on Friday, January 30th. Royal Bank Of Canada reissued an “outperform” rating and set a $656.00 price target on shares of Mastercard in a research report on Friday, January 30th. UBS Group lifted their price objective on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a report on Friday, October 31st. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research note on Tuesday, January 27th. Finally, Citigroup raised shares of Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $669.27.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Quarterly results/revenue beat — Mastercard reported revenue and spending trends that topped forecasts, reinforcing the company’s exposure to resilient consumer and electronic payments volume. This is the primary fundamental support for shares. Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend
• Positive Sentiment: Analyst upgrades to near-term estimates — Zacks raised several near-term EPS estimates (notably FY2026 and some 2026 quarters), implying improved expected earnings momentum into 2026 that can support valuation if sustained. MarketBeat MA overview / Zacks note
• Neutral Sentiment: Dividend payment — Mastercard paid its $0.87 quarterly dividend on Feb. 9, reflecting steady shareholder returns but not an unexpected change to the company’s capital allocation policy. Carrier Global’s Quiet Dividend Strategy Deserves Attention
• Neutral Sentiment: Investor outreach — Mastercard announced participation in investor conferences in March, which provides additional management access for investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Negative Sentiment: Mixed / trimmed longer‑term estimates — Zacks also trimmed several 2027 quarterly and FY2027 EPS forecasts even as it raised other near-term/longer-term numbers; the mixed revisions add uncertainty around multi-year growth cadence and may temper enthusiasm. MarketBeat MA overview / Zacks note
• Negative Sentiment: Profit‑taking and valuation pressure — after the earnings beat and a multi‑month run near all‑time highs, investors appear to be taking profits and reacting to any mixed signals from analysts; MA’s valuation metrics and distance from moving averages make it vulnerable to short‑term pullbacks even on good news. (No external link)

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.