Mastercard (NYSE:MA – Get Free Report) was upgraded by analysts at Dbs Bank to a “moderate buy” rating in a report released on Friday,Zacks.com reports.
A number of other equities analysts also recently issued reports on the stock. Macquarie Infrastructure increased their price target on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Tigress Financial lifted their price objective on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday, March 13th. JPMorgan Chase & Co. reduced their target price on Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Raymond James Financial decreased their target price on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, TD Cowen restated a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Six research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Mastercard has an average rating of “Buy” and a consensus price target of $667.88.
Get Our Latest Analysis on Mastercard
Mastercard Stock Performance
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the prior year, the business earned $3.82 EPS. As a group, research analysts predict that Mastercard will post 15.91 EPS for the current year.
Hedge Funds Weigh In On Mastercard
A number of institutional investors and hedge funds have recently made changes to their positions in MA. Old North State Trust LLC lifted its holdings in shares of Mastercard by 48.9% during the fourth quarter. Old North State Trust LLC now owns 3,725 shares of the credit services provider’s stock valued at $2,127,000 after purchasing an additional 1,223 shares during the last quarter. J. Derek Lewis & Associates Inc. purchased a new stake in shares of Mastercard in the 4th quarter worth approximately $403,000. Purpose Unlimited Inc. bought a new position in Mastercard during the 4th quarter valued at approximately $932,000. Stance Capital LLC increased its position in Mastercard by 6.8% during the 4th quarter. Stance Capital LLC now owns 2,472 shares of the credit services provider’s stock valued at $1,411,000 after buying an additional 157 shares in the last quarter. Finally, Cornerstone Planning LLC purchased a new position in Mastercard during the fourth quarter valued at $3,255,000. Institutional investors own 97.28% of the company’s stock.
Key Headlines Impacting Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard is expanding merchant acceptance and digital payments infrastructure across Africa, supporting long‑term volume growth and cross‑border transaction opportunities. Mastercard is driving digital economy growth in Africa by boosting acceptance network
- Neutral Sentiment: Executive commentary highlights investment in digital trust and cybersecurity—an operational positive for enterprise customers but unlikely to move near‑term revenue materially. In the next frontier of technology, digital trust is the new foundation
- Negative Sentiment: Multiple outlets report Mastercard has hired bankers to explore selling the Nets real‑time payments unit it acquired for ~$3.2B in 2019. Investors fear this could signal a strategic retreat from European instant‑payments infrastructure, create execution uncertainty, and weigh on growth expectations even if the sale would raise cash or refocus capital. Mastercard looks to unwind biggest ever acquisition Mastercard explores sale of payments unit it bought from Nets in 2019, FT reports Mastercard Explores Divestiture of Nets Real-Time Payments Unit
- Negative Sentiment: Regulatory risk: the FTC has warned major payment processors, including Mastercard, against politically or religiously motivated “debanking”—adding compliance and reputational risk that could invite scrutiny or operational constraints. FTC Issues Warnings to Payment Processors Against ‘Debanking’
- Negative Sentiment: Competitive pressure in Europe: the European Payments Initiative (Wero) is gaining momentum as banks seek alternatives to U.S. card rails—this poses a medium‑term threat to transaction volumes in key markets. European Payments Initiative CEO says Trump fears are boosting its appeal
- Negative Sentiment: Peer moves (e.g., American Express pushing AI and new cash‑back offerings) increase product competition for customer wallet share and merchant relationships. American Express Bets Big on AI, Cash Back in 2026 Push
Mastercard Company 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.
Further Reading
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