Boston Common Asset Management LLC Sells 2,224 Shares of Mastercard Incorporated $MA

Boston Common Asset Management LLC lessened its stake in shares of Mastercard Incorporated (NYSE:MA) by 82.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 470 shares of the credit services provider’s stock after selling 2,224 shares during the period. Boston Common Asset Management LLC’s holdings in Mastercard were worth $268,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vulcan Value Partners LLC grew its holdings in Mastercard by 6.5% during the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after buying an additional 28,331 shares in the last quarter. Nicholson Wealth Management Group LLC lifted its stake in Mastercard by 153.6% during the 3rd quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock valued at $1,625,000 after acquiring an additional 1,730 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new position in Mastercard during the 4th quarter valued at $1,113,000. Mn Services Vermogensbeheer B.V. boosted its holdings in Mastercard by 1.5% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock worth $175,872,000 after acquiring an additional 4,700 shares during the last quarter. Finally, Financiere des Professionnels Fonds d investissement inc. boosted its holdings in Mastercard by 88.9% during the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock worth $8,723,000 after acquiring an additional 7,215 shares during the last quarter. 97.28% of the stock is owned by institutional investors.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $631 price target, signaling fresh analyst conviction after the stock’s pullback and suggesting meaningful upside from current levels. Wall Street Pro Tells Investors to Buy Mastercard Stock
• Positive Sentiment: UBS trimmed its price target from $700 to $650 but maintained a Buy rating — a downward tweak but still indicating ~30% upside from current levels and continued analyst support. Benzinga UBS PT Note
• Positive Sentiment: Evercore ISI reiterated an In Line rating with a $610 target and highlighted the strategic potential of Mastercard’s BVNK acquisition, which analysts expect to bolster its B2B banking and rails exposure. Evercore ISI Touts Mastercard BVNK Acquisition Impact
• Positive Sentiment: Amazon’s new Prime Business and Amazon Business cards will be issued by U.S. Bank on the Mastercard network — a tangible card-issuer partnership that should drive transaction volume and processing revenue. U.S. Bank, Mastercard take Amazon’s small-business cards from Amex
• Positive Sentiment: Commentary and pieces framing last year’s share weakness as a buying opportunity are attracting momentum buyers and long‑term investors looking for exposure to payments names with secular growth. Mastercard Stock Tumbles 13% in 2025 — Analysts Call It a Buying Opportunity
• Neutral Sentiment: Coverage consensus remains skewed to Buy across brokers, reinforcing a positive analyst backdrop but not introducing new, company‑specific catalysts. Mastercard Given Consensus Recommendation of Buy
• Neutral Sentiment: Strategic commentary highlights Mastercard’s pivot toward AI and data services — a longer‑term margin and revenue growth thesis that supports valuation but may take time to materially move near-term results. Mastercard’s Pivot: A Bullish Strategic Bet on AI and Data
• Neutral Sentiment: Daily market note: recent intraday movement was reported by Zacks, which provides context but no new fundamental catalyst. MasterCard Advances But Underperforms Market: Key Facts
• Negative Sentiment: Australia’s plan to ban card surcharges from October could compress merchant fees or interchange economics in that market and increase competitive pressure on pricing, a potential headwind for margins in impacted regions. Australia to end debit and credit card surcharges from October

Analysts Set New Price Targets

MA has been the topic of several analyst reports. The Goldman Sachs Group reiterated a “buy” rating and set a $739.00 price target on shares of Mastercard in a report on Thursday, January 29th. Bank of America began coverage on Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 target price for the company. Truist Financial set a $611.00 target price on Mastercard in a research note on Tuesday, February 10th. Daiwa Securities Group set a $610.00 price target on shares of Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus price target of $664.40.

Mastercard Stock Up 1.3%

Shares of NYSE MA opened at $500.21 on Wednesday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The company has a market cap of $446.09 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.59 and a beta of 0.83. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The business has a 50-day simple moving average of $518.42 and a two-hundred day simple moving average of $546.34.

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

Mastercard Dividend Announcement

The business also recently announced 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 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 (DPR) is currently 21.07%.

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.