Clearstead Advisors LLC Lowers Stock Position in Mastercard Incorporated $MA

Clearstead Advisors LLC trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 59,774 shares of the credit services provider’s stock after selling 2,587 shares during the quarter. Clearstead Advisors LLC’s holdings in Mastercard were worth $34,000,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of MA. Evolution Wealth Management Inc. bought a new stake in Mastercard during the 2nd quarter valued at $29,000. Robbins Farley boosted its position in Mastercard by 50.0% during the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 18 shares in the last quarter. Tacita Capital Inc grew its stake in Mastercard by 50.0% in the third 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 during the last quarter. True Wealth Design LLC raised its holdings 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 in the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in shares of Mastercard during the second quarter valued at about $37,000. Institutional investors own 97.28% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic cybersecurity partnership with Cloudflare positions Mastercard to sell security tools to small businesses and strengthen transaction security — a potential new revenue stream and cross‑sell opportunity that supports longer‑term growth. Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership
• Positive Sentiment: Mastercard is tapping telecom partners to reach ~120 million potential customers — a distribution play that can grow prepaid and mobile-first payment penetration in emerging markets. Mastercard Taps Telecoms for 120M Potential Customers
• Positive Sentiment: Local rollout wins: Mastercard enabled Google Pay for cardholders in Saudi Arabia and partnered with Grameenphone in Bangladesh — both moves expand tap‑to‑pay and digital wallet adoption in growth markets. Mastercard enables Google Pay for cardholders in Saudi Arabia
• Positive Sentiment: Product innovation: Mastercard highlights a move toward “agentic AI” — shifting from recommendation to automated action — which could improve fraud prevention, merchant solutions, and customer experiences over time. “We Are Moving From AI Systems That Recommend to That Act”: Mastercard on Agentic AI
• Neutral Sentiment: Coverage pieces reinforce Mastercard’s long-term performance narrative (e.g., 10‑year return retrospectives and momentum stock write‑ups) — useful for sentiment but low immediate impact on fundamentals. $1000 Invested In Mastercard 10 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: Additional reporting explains how Mastercard and Cloudflare will fight cyber threats — supports the partnership narrative but is incremental to the main announcement. How are Mastercard and Cloudfare Fighting Cyber Threats?
• Negative Sentiment: Critical analysis in the Financial Times argues the UK has become overly dependent on Mastercard, highlighting regulatory and political scrutiny risks that could translate into higher compliance costs or policy headwinds. How the UK accidentally shackled itself to Mastercard

Analyst Ratings Changes

MA has been the topic of a number of analyst reports. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. JPMorgan Chase & Co. lowered their target price on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. TD Cowen upped their price target on Mastercard from $668.00 to $671.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Raymond James Financial decreased their price objective on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $739.00 target price on shares of Mastercard in a research note on Thursday, January 29th. Six research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $669.27.

Mastercard Price Performance

Shares of MA opened at $525.94 on Monday. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. The company’s fifty day moving average price is $551.10 and its 200-day moving average price is $561.64. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The firm has a market capitalization of $469.04 billion, a PE ratio of 31.84, a price-to-earnings-growth ratio of 1.70 and a beta of 0.83.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm’s revenue was up 17.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.82 EPS. On average, equities research analysts predict that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Announces Dividend

The company 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 $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio is currently 21.07%.

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.