Keybank National Association OH Sells 8,209 Shares of Mastercard Incorporated $MA

Keybank National Association OH reduced its holdings in shares of Mastercard Incorporated (NYSE:MA) by 1.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 419,477 shares of the credit services provider’s stock after selling 8,209 shares during the quarter. Mastercard comprises 0.8% of Keybank National Association OH’s investment portfolio, making the stock its 23rd biggest position. Keybank National Association OH’s holdings in Mastercard were worth $238,603,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Mastercard by 1.2% during the 2nd quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after buying an additional 931,132 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Mastercard by 2.8% in the second quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock worth $11,062,509,000 after buying an additional 542,841 shares in the last quarter. Laurel Wealth Advisors LLC boosted its position in shares of Mastercard by 55,868.1% in the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock valued at $7,541,880,000 after acquiring an additional 13,397,168 shares during the period. Norges Bank purchased a new position in Mastercard during the second quarter valued at approximately $6,725,317,000. Finally, Massachusetts Financial Services Co. MA grew its stake in Mastercard by 25.6% during the second quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock valued at $3,580,909,000 after acquiring an additional 1,299,977 shares in the last quarter. 97.28% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MA has been the topic of several recent analyst reports. Truist Financial set a $609.00 target price on shares of Mastercard in a research note on Tuesday, January 20th. KeyCorp reaffirmed an “overweight” rating and issued a $665.00 price target on shares of Mastercard in a report on Wednesday, October 22nd. JPMorgan Chase & Co. lowered their price objective on Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a research report on Friday. Wells Fargo & Company lifted their price objective on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Morgan Stanley upped their target price on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a research note on Friday. Five equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $668.78.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q4 earnings beat — Mastercard reported stronger‑than‑expected EPS and revenue, with growth in gross dollar volume, cross‑border spending and cybersecurity/value‑added services, supporting the case for durable revenue growth. Zacks Q4 Coverage
• Positive Sentiment: Macquarie raised its price target to $675 and kept an “outperform” rating — another vote of confidence that supports upside expectations. Benzinga
• Positive Sentiment: TD Cowen nudged its target higher to $671 and maintains a “buy” — adds to the cluster of bullish analyst views following the print. Benzinga
• Positive Sentiment: RBC reaffirmed its “outperform” rating with a $656 target — another supportive analyst anchor above the current price. TickerReport
• Neutral Sentiment: JPMorgan trimmed its target from $685 to $655 but kept an “overweight” rating — slightly less bullish upside than before, but still constructive overall. Benzinga
• Neutral Sentiment: Management outlined strategic moves into agentic commerce and stablecoins — promising long‑term optionality but uncertain near‑term revenue impact. PYMNTS
• Negative Sentiment: Mastercard will cut about 4% of full‑time employees after a business review — a near‑term cost action that can boost margins but may signal internal pressure or slower growth in some areas. Reuters
• Negative Sentiment: Regulatory and sector risk commentary (including discussion of potential card legislation and broader sector headwinds) adds uncertainty to valuation and investor risk appetite. BNN Bloomberg

Mastercard Stock Performance

NYSE MA opened at $538.62 on Friday. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The company has a fifty day moving average of $554.56 and a 200-day moving average of $564.33. The company has a market capitalization of $483.68 billion, a P/E ratio of 32.60, a P/E/G ratio of 1.84 and a beta of 0.86. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.12 and a current ratio of 1.03.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter last year, the business posted $3.82 earnings per share. The company’s revenue for the quarter was up 17.5% on a year-over-year basis. As a group, equities research analysts predict 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 dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s payout ratio is 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.