Glenmede Investment Management LP Sells 37,394 Shares of Mastercard Incorporated $MA

Glenmede Investment Management LP reduced its position in Mastercard Incorporated (NYSE:MA) by 9.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 373,958 shares of the credit services provider’s stock after selling 37,394 shares during the period. Mastercard makes up about 1.0% of Glenmede Investment Management LP’s investment portfolio, making the stock its 17th biggest position. Glenmede Investment Management LP’s holdings in Mastercard were worth $212,711,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Evolution Wealth Management Inc. purchased a new position in Mastercard in the second quarter worth about $29,000. Robbins Farley grew its stake in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 18 shares during the period. Tacita Capital Inc increased its position in shares of Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC lifted its stake in shares of Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the period. Finally, Sagard Holdings Management Inc. bought a new position in shares of Mastercard in the 2nd quarter worth approximately $37,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

NYSE MA opened at $497.98 on Friday. 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 12 month low of $465.59 and a 12 month high of $601.77. The stock has a market cap 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 company’s 50 day moving average is $532.92 and its two-hundred day moving average is $554.59.

Mastercard (NYSE:MA) last posted its quarterly 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 business had revenue of $8.81 billion during 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 company’s revenue was up 17.5% on a year-over-year basis. During the same period in the prior year, the business posted $3.82 earnings per share. As a group, research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors 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 yield of 0.7%. Mastercard’s dividend payout ratio is currently 21.07%.

Trending Headlines about 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.

Analyst Ratings Changes

Several analysts recently issued reports on MA shares. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and boosted their target price for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Raymond James Financial decreased their price target on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. The Goldman Sachs Group reiterated a “buy” rating and set a $739.00 price target on shares of Mastercard in a research note on Thursday, January 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a research report on Friday, January 30th. Finally, Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, February 6th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $670.83.

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.