BAM Wealth Management LLC Invests $1.08 Million in Mastercard Incorporated $MA

BAM Wealth Management LLC bought a new stake in Mastercard Incorporated (NYSE:MA) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,898 shares of the credit services provider’s stock, valued at approximately $1,080,000. Mastercard accounts for 0.8% of BAM Wealth Management LLC’s holdings, making the stock its 26th largest position.

Other large investors have also recently bought and sold shares of the company. Trek Financial LLC lifted its stake in shares of Mastercard by 12.5% in the 3rd quarter. Trek Financial LLC now owns 3,127 shares of the credit services provider’s stock valued at $1,779,000 after purchasing an additional 348 shares during the period. PFG Investments LLC increased its holdings in Mastercard by 1.4% in the third quarter. PFG Investments LLC now owns 8,598 shares of the credit services provider’s stock worth $4,890,000 after purchasing an additional 122 shares in the last quarter. GHP Investment Advisors Inc. boosted its holdings in shares of Mastercard by 2.1% during the 3rd quarter. GHP Investment Advisors Inc. now owns 8,329 shares of the credit services provider’s stock worth $4,738,000 after buying an additional 169 shares in the last quarter. Mn Services Vermogensbeheer B.V. boosted its holdings in shares of Mastercard by 1.5% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock worth $175,872,000 after buying an additional 4,700 shares in the last quarter. Finally, Birch Financial Group LLC grew its position in shares of Mastercard by 3.5% during the 3rd quarter. Birch Financial Group LLC now owns 1,782 shares of the credit services provider’s stock worth $1,014,000 after buying an additional 60 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Performance

Shares of MA opened at $524.67 on Friday. The firm has a market capitalization of $471.15 billion, a P/E ratio of 33.55, a P/E/G ratio of 1.81 and a beta of 0.86. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The stock has a 50 day moving average price of $554.82 and a two-hundred day moving average price of $565.33. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The company had revenue of $8.60 billion for the quarter, compared to analyst estimates of $8.53 billion. During the same quarter last year, the company earned $3.89 earnings per share. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. Equities analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be paid a $0.87 dividend. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio (DPR) is currently 22.25%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
• Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
• Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
• Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren‑Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
• Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
• Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near‑term. Read More. Read More.
• Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
• Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

Analyst Ratings Changes

Several brokerages recently issued reports on MA. Hsbc Global Res raised shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $620.00 to $735.00 in a research report on Tuesday, January 13th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $713.00 target price on shares of Mastercard in a research report on Thursday, October 30th. Evercore ISI set a $610.00 price target on Mastercard in a research note on Friday, December 12th. Finally, Robert W. Baird raised their price objective on Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a research note on Monday, October 6th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $661.24.

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.