Compound Planning Inc. Grows Stock Holdings in Mastercard Incorporated $MA

Compound Planning Inc. grew its position in shares of Mastercard Incorporated (NYSE:MA) by 7.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,933 shares of the credit services provider’s stock after acquiring an additional 1,140 shares during the period. Compound Planning Inc.’s holdings in Mastercard were worth $9,063,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of MA. Brighton Jones LLC lifted its stake in Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after acquiring an additional 2,028 shares during the period. Schnieders Capital Management LLC. raised its holdings in Mastercard by 8.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares in the last quarter. Solstein Capital LLC lifted its position in shares of Mastercard by 12.7% in the 2nd quarter. Solstein Capital LLC now owns 2,096 shares of the credit services provider’s stock worth $1,178,000 after purchasing an additional 237 shares during the period. Ashton Thomas Private Wealth LLC lifted its position in shares of Mastercard by 7.4% in the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 9,654 shares of the credit services provider’s stock worth $5,425,000 after purchasing an additional 668 shares during the period. Finally, Cryder Capital Partners LLP boosted its stake in shares of Mastercard by 17.2% during the 2nd quarter. Cryder Capital Partners LLP now owns 193,940 shares of the credit services provider’s stock valued at $108,983,000 after purchasing an additional 28,509 shares in the last quarter. 97.28% of the stock is owned by institutional investors.

Analyst Ratings Changes

MA has been the subject of a number of research reports. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. Dbs Bank raised Mastercard to a “moderate buy” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. dropped their price target on Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. HSBC raised Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Raymond James Financial lowered their price objective on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Six analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average 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: Mastercard’s open finance technology was chosen as the backbone for Truist Financial’s first open banking platform, replacing credential-sharing with tokenized, permissioned API connections — a revenue/market-share opportunity for MA as banks modernize. Mastercard (MA) Strengthens Banking Ties, Maintains Dividends
• Positive Sentiment: Mastercard and Ericsson announced a partnership to integrate Ericsson’s Fintech Platform with Mastercard Move to expand mobile money and cross-border payments in emerging markets — expands addressable market and product stack for MA. Mastercard and Ericsson Partner to Expand Global Digital Payment Capabilities
• Positive Sentiment: Cloudflare and Mastercard formed a strategic partnership to build tools (including cybersecurity and risk solutions) for small businesses and critical infrastructure — could increase product-led revenue and stickiness for merchant services. Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
• Positive Sentiment: Erste Group updated forecasts that point to increased earnings for Mastercard — analyst/forecast support can underpin valuation and investor confidence. Erste Group Bank Forecasts Increased Earnings for Mastercard
• Neutral Sentiment: Mastercard’s community programs (teaching seniors digital banking safety) are receiving publicity — positive for brand and adoption but limited direct near-term revenue impact. Mastercard: From App Shy to Scamwise, These Seniors Are Learning To Bank Digitally and Safely
• Negative Sentiment: Citrini Research published a thought experiment where autonomous AI agents and low-fee stablecoin rails erode the 2–3% interchange economics — a structural risk scenario that could materially pressure Mastercard’s core revenue model if adopted at scale. Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
• Negative Sentiment: A broader “dystopian AI” scenario report triggered a sector selloff that hit payments and software names, weighing on Mastercard’s share price this session despite company-specific positives. Dystopian AI report sinks payment and software stocks

Mastercard Trading Down 6.0%

Mastercard stock opened at $495.06 on Tuesday. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. The company has a market capitalization of $441.50 billion, a price-to-earnings ratio of 29.97, a price-to-earnings-growth ratio of 1.70 and a beta of 0.83. The business’s fifty day simple moving average is $549.62 and its two-hundred day simple moving average is $561.18. 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 quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.Mastercard’s quarterly revenue was up 17.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.82 EPS. As a group, equities analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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 paid a $0.87 dividend. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s dividend payout ratio is currently 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.