Eagle Wealth Advisors LLC bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,564 shares of the credit services provider’s stock, valued at approximately $1,464,000. Mastercard makes up about 1.2% of Eagle Wealth Advisors LLC’s investment portfolio, making the stock its 16th largest position.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Foster Dykema Cabot & Partners LLC lifted its holdings in Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares in the last quarter. Tacita Capital Inc lifted its holdings in Mastercard by 50.0% in the 3rd 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 in the last quarter. Dagco Inc. lifted its holdings in Mastercard by 200.0% in the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock valued at $38,000 after purchasing an additional 44 shares in the last quarter. Clayton Financial Group LLC increased its stake in shares of Mastercard by 627.3% during the 4th quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider’s stock valued at $46,000 after acquiring an additional 69 shares during the last quarter. Finally, TruNorth Capital Management LLC acquired a new position in shares of Mastercard during the 3rd quarter valued at about $46,000. 97.28% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of research analysts have recently commented on MA shares. Raymond James Financial dropped their price objective on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Truist Financial dropped their price objective on shares of Mastercard from $611.00 to $590.00 and set a “buy” rating for the company in a research note on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a research note on Friday, January 30th. TD Cowen reaffirmed a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Macquarie Infrastructure upped their price objective on shares of Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $659.00.
Mastercard News Roundup
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Wall Street expects earnings growth next week, boosting the prospect of an earnings beat that can drive the stock higher. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
- Positive Sentiment: BMO Capital Markets upgraded MA to “strong-buy,” a bullish signal from a major shop that can support buying interest. BMO Upgrade Coverage
- Positive Sentiment: Multiple business expansions and partnerships — e.g., KuCoin launching a Mastercard‑powered USDC payment card in Australia and new initiatives in South Africa and Sri Lanka — underscore network growth and new revenue streams. KuCoin Debuts Mastercard-Powered USDC Payment Card in Australia
- Positive Sentiment: Corporate sustainability and revenue progress: Mastercard reported continued revenue growth and emissions reductions, reinforcing the quality growth narrative investors like. Mastercard grows revenue, reduces emissions for third straight year
- Positive Sentiment: Investor commentary and bullish write-ups (including a positive thesis summarized on Yahoo Finance) highlight MA’s valuation vs. growth and keep buy-side interest elevated. Is Mastercard Incorporated (MA) A Good Stock To Buy Now?
- Neutral Sentiment: Truist lowered its price target from $611 to $590 but kept a “buy” rating — slightly less upside than before but still supportive. Truist Lowers PT
- Neutral Sentiment: Valuation comparisons (PayPal vs. Mastercard) keep analysts debating relative value; these discussions can influence flows but are not an immediate catalyst. PYPL vs. MA: Which Stock Is the Better Value Option?
- Negative Sentiment: Regulatory/legal pressure: a new suit over card fees could increase litigation and regulatory scrutiny, creating a downside risk to margins and sentiment. Visa, Mastercard face new suit over card fees
- Negative Sentiment: Industry changes: reporting on a proposed Visa–Mastercard deal suggests merchants could gain tools to steer spending, which may pressure interchange revenue over time. Proposed Visa–Mastercard Deal Hands Merchants New Power to Steer Spending
Mastercard Stock Up 0.1%
NYSE MA opened at $504.58 on Monday. The stock has a market cap of $449.99 billion, a PE ratio of 30.54, a P/E/G ratio of 1.62 and a beta of 0.83. Mastercard Incorporated has a fifty-two week low of $480.50 and a fifty-two week high of $601.77. The business has a 50 day moving average price of $507.62 and a two-hundred day moving average price of $537.29. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. The firm 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%.Mastercard’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.82 EPS. As a group, sell-side analysts predict that Mastercard Incorporated will post 19.52 EPS for the current fiscal year.
Mastercard Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be issued a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s dividend payout ratio 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.
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