Mastercard Incorporated $MA Shares Sold by Brown Brothers Harriman & Co.

Brown Brothers Harriman & Co. decreased its holdings in shares of Mastercard Incorporated (NYSE:MA) by 1.5% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,024,056 shares of the credit services provider’s stock after selling 15,786 shares during the period. Mastercard makes up approximately 3.5% of Brown Brothers Harriman & Co.’s investment portfolio, making the stock its 8th largest holding. Brown Brothers Harriman & Co. owned 0.11% of Mastercard worth $582,493,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of 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 buying an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares during the period. WASHINGTON TRUST Co raised its stake in shares of Mastercard by 1.6% in the second quarter. WASHINGTON TRUST Co now owns 1,550 shares of the credit services provider’s stock worth $871,000 after purchasing an additional 24 shares during the last quarter. Arvest Bank Trust Division lifted its holdings in shares of Mastercard by 0.7% during the second quarter. Arvest Bank Trust Division now owns 12,078 shares of the credit services provider’s stock worth $6,787,000 after purchasing an additional 80 shares during the period. Finally, Clearstead Trust LLC boosted its position in Mastercard by 11.3% in the second quarter. Clearstead Trust LLC now owns 6,215 shares of the credit services provider’s stock valued at $3,493,000 after buying an additional 629 shares during the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Stock Performance

NYSE MA opened at $497.98 on Friday. The stock has a market capitalization of $444.11 billion, a price-to-earnings ratio of 30.14, a PEG ratio of 1.61 and a beta of 0.83. The stock has a 50-day moving average of $532.92 and a 200 day moving average of $554.59. 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 Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company’s revenue was up 17.5% compared to the same quarter last year. During the same period last year, the firm posted $3.82 earnings per share. Sell-side analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Dividend Announcement

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

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Launched a global Crypto Partner Program to connect 85+ crypto firms and on‑chain infrastructure to Mastercard’s card network, positioning MA to capture tokenized settlement and new rails for payments. Mastercard’s On-Chain Push
• Positive Sentiment: Expanded stablecoin ties — SoFiUSD can now be used as a settlement option across Mastercard’s network, opening use cases in cross‑border remittances, B2B payments and programmable treasury that could lower friction and fees for some flows. Can SoFi (SOFI) Leverage Its Mastercard Stablecoin Tie-Up
• Positive Sentiment: Rolled out AI-driven “Virtual C-Suite” starting with a Virtual CFO for small businesses — productizing payments data into actionable finance tools could deepen merchant relationships and create subscription/merchant-service revenue. Mastercard’s Virtual C-Suite Brings AI-Powered CFO
• Positive Sentiment: Partnered with Ericsson to simplify digital money movement for telcos, fintechs and banks — extension into telecom rails targets financial inclusion and new transaction flows in underbanked markets. Ericsson and Mastercard Enhance Global Digital Money Movement
• Positive Sentiment: Industry uptake: multiple blockchain firms (e.g., Ava Labs) and payments infrastructure providers are joining Mastercard’s program, signaling broader ecosystem support that could accelerate real-world usage. Ava Labs joins Mastercard program
• Neutral Sentiment: Analyst and retail interest is elevated with several “trending” and comparative pieces (e.g., Visa vs. Mastercard), which can increase trading volatility but don’t change fundamentals immediately. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy
• Negative Sentiment: Key risk: crypto/on‑chain initiatives face regulatory scrutiny and integration execution risks that could delay monetization or increase compliance costs — investors should weigh adoption timelines and regulatory exposure.

Wall Street Analyst Weigh In

Several analysts have commented on MA shares. Wells Fargo & Company lifted their price objective on shares of Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, February 6th. Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a research report on Wednesday, January 28th. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and upped their price target for the company from $620.00 to $735.00 in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $656.00 price target on shares of Mastercard in a research report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $670.83.

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.