Delaney Dennis R Trims Stock Position in Mastercard Incorporated $MA

Delaney Dennis R trimmed its stake in shares of Mastercard Incorporated (NYSE:MA) by 6.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,661 shares of the credit services provider’s stock after selling 1,001 shares during the quarter. Mastercard makes up 4.5% of Delaney Dennis R’s holdings, making the stock its 5th biggest holding. Delaney Dennis R’s holdings in Mastercard were worth $8,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Woodley Farra Manion Portfolio Management Inc. lifted its position in shares of Mastercard by 1.6% in the 3rd quarter. Woodley Farra Manion Portfolio Management Inc. now owns 1,511 shares of the credit services provider’s stock worth $859,000 after purchasing an additional 24 shares during the period. D Orazio & Associates Inc. lifted its holdings in Mastercard by 3.8% in the third quarter. D Orazio & Associates Inc. now owns 1,756 shares of the credit services provider’s stock valued at $999,000 after buying an additional 64 shares during the period. Beverly Hills Private Wealth LLC boosted its position in Mastercard by 0.9% during the third quarter. Beverly Hills Private Wealth LLC now owns 4,188 shares of the credit services provider’s stock valued at $2,382,000 after acquiring an additional 39 shares during the last quarter. VeraBank N.A. grew its holdings in Mastercard by 1.3% during the 3rd quarter. VeraBank N.A. now owns 3,824 shares of the credit services provider’s stock worth $2,175,000 after acquiring an additional 50 shares during the period. Finally, Burling Wealth Partners LLC raised its position in shares of Mastercard by 8.6% in the 3rd quarter. Burling Wealth Partners LLC now owns 19,369 shares of the credit services provider’s stock worth $11,017,000 after acquiring an additional 1,532 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Mastercard Stock Down 1.5%

Mastercard stock opened at $519.80 on Friday. The firm has a market capitalization of $466.78 billion, a price-to-earnings ratio of 31.46, a price-to-earnings-growth ratio of 1.70 and a beta of 0.83. The firm’s fifty day moving average price is $552.01 and its two-hundred day moving average price is $562.03. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last posted its 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 company had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm’s revenue was up 17.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.82 EPS. On average, equities research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, April 9th. Mastercard’s dividend payout ratio is presently 21.07%.

Wall Street Analysts Forecast Growth

MA has been the topic of several research analyst reports. Citigroup upgraded Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. The Goldman Sachs Group restated a “buy” rating and set a $739.00 price target on shares of Mastercard in a report on Thursday, January 29th. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Royal Bank Of Canada reiterated an “outperform” rating and set a $656.00 target price on shares of Mastercard in a research report on Friday, January 30th. Finally, Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and increased their target price for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $669.27.

Key Headlines Impacting Mastercard

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?

Mastercard Company 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.