Ballentine Partners LLC Purchases 1,208 Shares of Mastercard Incorporated $MA

Ballentine Partners LLC increased its stake in Mastercard Incorporated (NYSE:MA) by 5.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,927 shares of the credit services provider’s stock after purchasing an additional 1,208 shares during the quarter. Ballentine Partners LLC’s holdings in Mastercard were worth $14,178,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in MA. Curio Wealth LLC grew its stake in shares of Mastercard by 22,400.0% in the second quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock valued at $126,000 after buying an additional 224 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. grew its holdings in shares of Mastercard by 88.9% in the third 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 purchasing an additional 7,215 shares in the last quarter. Mn Services Vermogensbeheer B.V. lifted its holdings in 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. Global X Japan Co. Ltd. boosted its position 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 valued at $5,288,000 after buying an additional 9,052 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of Mastercard by 1.2% during the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock worth $44,098,695,000 after acquiring an additional 931,132 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have weighed in on MA. Royal Bank Of Canada upped their price target on Mastercard from $645.00 to $654.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Morgan Stanley set a $665.00 price target on shares of Mastercard and gave the stock an “overweight” rating in a research note on Friday, October 31st. TD Cowen reiterated a “buy” rating on shares of Mastercard in a report on Monday, January 12th. Macquarie raised their price objective on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Truist Financial set a $609.00 target price on shares of Mastercard in a research note on Tuesday, January 20th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $660.81.

Mastercard Price Performance

Shares of MA opened at $519.86 on Wednesday. The business’s 50-day moving average is $554.46 and its 200-day moving average is $564.88. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. The company has a market capitalization of $466.83 billion, a price-to-earnings ratio of 33.24, a P/E/G ratio of 1.79 and a beta of 0.86. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77.

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

Mastercard Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be issued a $0.87 dividend. This is an increase from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio is currently 22.25%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced an AI-powered shopping change rolling out for Commonwealth Bank and Westpac customers in Australia — a first-of-its-kind feature that could boost merchant conversion and consumer engagement in a major market. Mastercard unveils major AI shopping change
• Positive Sentiment: Mastercard is trialing agent-led payments powered by Australian LLM Maincode, signaling product innovation that could expand service offerings and drive transactional revenue. Aussie LLM Maincode powers Mastercard’s agent-led payments trial
• Positive Sentiment: The company is broadening startup outreach to “agentic” AI firms, which may accelerate partnerships and new product pipelines in advanced AI-driven payments and services. Mastercard expands startup outreach to agentic AI firms
• Neutral Sentiment: Analyst coverage is active ahead of Q4 — research roundups and previews highlight expectations for double-digit revenue and EPS growth but caution on stretched valuation. Top Research Reports for Broadcom, Oracle & Mastercard
• Neutral Sentiment: Various analyst notes and education pieces reiterate Mastercard’s long-term growth case while flagging valuation and near-term results as key catalysts to monitor. Is Mastercard Stock a Smart Bet Ahead of Q4 Earnings?
• Negative Sentiment: ZeroHash reportedly walked away from multi-billion-dollar acquisition talks with Mastercard to remain independent, removing a potential strategic bolt-on and drawing attention to deal execution risks. ZeroHash walks away from Mastercard talks
• Negative Sentiment: Some headlines and TV commentary (including Jim Cramer) referencing regulatory/PR issues like a “Trump credit card cap” and a modest analyst price‑target trim (Truist lowered its target while keeping a Buy) are contributing to near-term sentiment headwinds. Jim Cramer Discusses Mastercard & Trump Credit Card Cap

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.