Fiera Capital Corp lessened its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,738,638 shares of the credit services provider’s stock after selling 55,976 shares during the period. Mastercard comprises about 3.2% of Fiera Capital Corp’s holdings, making the stock its 7th biggest position. Fiera Capital Corp owned about 0.19% of Mastercard worth $988,955,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Laurel Wealth Advisors LLC lifted its stake in 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 purchasing an additional 13,397,168 shares during the last quarter. Norges Bank bought a new stake in shares of Mastercard in the second quarter valued at $6,725,317,000. Massachusetts Financial Services Co. MA raised its stake in shares of Mastercard by 25.6% in 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 buying an additional 1,299,977 shares during the period. Vanguard Group Inc. lifted its position in shares of Mastercard by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock valued at $45,181,341,000 after buying an additional 955,533 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in shares of Mastercard by 2.8% during the 2nd quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock worth $11,062,509,000 after acquiring an additional 542,841 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
Several equities research analysts have commented on MA shares. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. TD Cowen boosted their price target on shares of Mastercard from $668.00 to $671.00 and gave the company a “buy” rating in a research report on Friday, January 30th. UBS Group raised their price objective on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a report on Friday, October 31st. The Goldman Sachs Group reiterated a “buy” rating and issued a $739.00 price objective on shares of Mastercard in a research note on Thursday, January 29th. Finally, Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $669.27.
Mastercard Stock Performance
NYSE MA opened at $519.80 on Friday. The company’s 50 day simple moving average is $552.01 and its two-hundred day simple moving average is $562.03. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77. The stock has a market capitalization of $466.78 billion, a PE ratio of 31.46, a P/E/G ratio of 1.70 and a beta of 0.83.
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. During the same period in the previous year, the business earned $3.82 EPS. The business’s revenue for the quarter was up 17.5% on a year-over-year basis. Analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.
Mastercard Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid 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 News Summary
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard and Cloudflare are launching a cybersecurity platform and tools aimed at small businesses, expanding Mastercard’s value‑added services and recurring revenue opportunities. How are Mastercard and Cloudfare Fighting Cyber Threats?
- Positive Sentiment: Mastercard enabled Google Pay for cardholders in Saudi Arabia, supporting digital payments adoption and regional growth. Mastercard enables Google Pay for cardholders in Saudi Arabia
- Positive Sentiment: Partnerships with Ericsson aim to improve cross‑border money movement and mobile-based payment rails, supporting international volume growth. Ericsson and Mastercard link platforms for cross-border digital payments
- Positive Sentiment: Mastercard launched a fleet solutions portfolio in Asia Pacific and is pushing “agentic commerce” initiatives in India — moves that diversify revenue streams into B2B and mobility sectors. Mastercard launches portfolio of fleet solutions in Asia Pacific
- Neutral Sentiment: Mastercard and regional telco Grameenphone are partnering on digital lifestyle services, supporting user engagement but with typical long lead times to monetize. Grameenphone and Mastercard partner to unlock new possibilities in digital lifestyle
- Neutral Sentiment: Corporate social and inclusion initiatives (Inclusion Hub, music program, accessibility work with autistic Australians) support ESG positioning but are unlikely to move near‑term earnings. Mastercard unveils Inclusion Hub
- Positive Sentiment: Analyst pieces (Zacks) highlight Mastercard as a momentum/growth stock with a wide moat versus peers, which supports the long‑term investment case. Why MasterCard (MA) is a Top Momentum Stock for the Long-Term
- Negative Sentiment: Industry commentary flags rising technology and expense pressures across payment networks; higher operating costs could compress margins and are cited as a sector risk. 5 Financial Transaction Stocks to Watch Despite Elevated Expense Level
- Negative Sentiment: Technical factors: shares are trading below the 50‑ and 200‑day moving averages with volume below average, which can amplify short‑term selling even when fundamentals remain solid. Payments Power Play: MA or AXP?
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.
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