Asahi Life Asset Management CO. LTD. Has $553,000 Stake in Mastercard Incorporated $MA

Asahi Life Asset Management CO. LTD. trimmed its position in shares of Mastercard Incorporated (NYSE:MA) by 53.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 972 shares of the credit services provider’s stock after selling 1,127 shares during the period. Asahi Life Asset Management CO. LTD.’s holdings in Mastercard were worth $553,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its holdings in Mastercard by 1.2% in 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. Geode Capital Management LLC grew its stake 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 acquiring an additional 542,841 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in Mastercard by 55,868.1% during the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after acquiring an additional 13,397,168 shares during the period. Norges Bank acquired a new position in Mastercard during the 2nd quarter valued at $6,725,317,000. Finally, Massachusetts Financial Services Co. MA boosted its holdings in Mastercard by 25.6% in the 2nd 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 purchasing an additional 1,299,977 shares during the period. 97.28% of the stock is currently owned by institutional investors.

Mastercard Trading Up 1.1%

MA stock opened at $525.94 on Friday. 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. The business’s 50 day moving average is $551.10 and its 200-day moving average is $561.73. The firm has a market cap of $472.30 billion, a P/E ratio of 31.84, a P/E/G ratio of 1.68 and a beta of 0.83.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter last year, the company earned $3.82 EPS. Mastercard’s revenue was up 17.5% on a year-over-year basis. Equities analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

Wall Street Analyst Weigh In

MA has been the topic of several research reports. Rothschild & Co Redburn set a $685.00 price objective on shares of Mastercard in a report on Wednesday, January 28th. Royal Bank Of Canada reissued an “outperform” rating and set a $656.00 target price on shares of Mastercard in a research report on Friday, January 30th. Wall Street Zen raised Mastercard from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Macquarie Infrastructure lifted their price objective on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Finally, Compass Point upgraded Mastercard from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Six investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $669.27.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic cybersecurity partnership with Cloudflare positions Mastercard to sell security tools to small businesses and strengthen transaction security — a potential new revenue stream and cross‑sell opportunity that supports longer‑term growth. Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership
• Positive Sentiment: Mastercard is tapping telecom partners to reach ~120 million potential customers — a distribution play that can grow prepaid and mobile-first payment penetration in emerging markets. Mastercard Taps Telecoms for 120M Potential Customers
• Positive Sentiment: Local rollout wins: Mastercard enabled Google Pay for cardholders in Saudi Arabia and partnered with Grameenphone in Bangladesh — both moves expand tap‑to‑pay and digital wallet adoption in growth markets. Mastercard enables Google Pay for cardholders in Saudi Arabia
• Positive Sentiment: Product innovation: Mastercard highlights a move toward “agentic AI” — shifting from recommendation to automated action — which could improve fraud prevention, merchant solutions, and customer experiences over time. “We Are Moving From AI Systems That Recommend to That Act”: Mastercard on Agentic AI
• Neutral Sentiment: Coverage pieces reinforce Mastercard’s long-term performance narrative (e.g., 10‑year return retrospectives and momentum stock write‑ups) — useful for sentiment but low immediate impact on fundamentals. $1000 Invested In Mastercard 10 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: Additional reporting explains how Mastercard and Cloudflare will fight cyber threats — supports the partnership narrative but is incremental to the main announcement. How are Mastercard and Cloudfare Fighting Cyber Threats?
• Negative Sentiment: Critical analysis in the Financial Times argues the UK has become overly dependent on Mastercard, highlighting regulatory and political scrutiny risks that could translate into higher compliance costs or policy headwinds. How the UK accidentally shackled itself to Mastercard

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.