Capital Investment Advisors LLC raised its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 6.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,435 shares of the credit services provider’s stock after acquiring an additional 868 shares during the quarter. Capital Investment Advisors LLC’s holdings in Mastercard were worth $8,780,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. ORG Partners LLC lifted its stake in Mastercard by 73.2% in the second quarter. ORG Partners LLC now owns 698 shares of the credit services provider’s stock valued at $394,000 after buying an additional 295 shares during the period. Curio Wealth LLC raised its position in shares of Mastercard by 22,400.0% in the 2nd quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock valued at $126,000 after acquiring an additional 224 shares during the period. Financiere des Professionnels Fonds d investissement inc. boosted its stake 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. Global X Japan Co. Ltd. boosted its stake in Mastercard by 3,694.7% during the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after acquiring an additional 9,052 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in Mastercard by 1.2% during the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after purchasing an additional 931,132 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.
More Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Non-payments revenue is becoming a larger, higher-margin part of Mastercard’s business (fraud/fraud prevention, data, tokenization, B2B services), which helps offset interchange pressure and supports longer-term earnings growth. Article Title
- Positive Sentiment: Mastercard is scaling commerce media and exploring AI-driven buying agents — a potential new ad/commerce revenue stream that could lift growth and diversify revenue beyond payments. Article Title
- Positive Sentiment: Regional expansion: Mastercard licensed QNB to expand payment services in Syria — incremental market expansion that supports volume growth over time (small near-term impact but positive strategically). Article Title
- Positive Sentiment: Broker/analyst commentary and Zacks style scores highlight MA as a strong growth name — favorable analyst narratives can support sentiment and buying interest. Article Title Article Title
- Neutral Sentiment: Coverage pieces comparing Mastercard with peers (e.g., Nayax) and yearly industry predictions provide context but are unlikely to move the stock materially on their own. Article Title Article Title
- Neutral Sentiment: Apple Card issuer change to Chase was announced — the immediate impact on Mastercard is unclear (depends on whether network routing or scheme switches), so this is a watch item rather than a clear positive/negative. Article Title Article Title
- Negative Sentiment: A proposed settlement in litigation involving Visa and Mastercard could lead to changes in checkout flows, merchant routing and fee structures — outcomes that may reduce interchange revenue or force business-model adjustments, posing regulatory/earnings risk. Article Title
Mastercard Stock Down 0.0%
Mastercard (NYSE:MA – Get Free Report) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The business had revenue of $8.60 billion for the quarter, compared to analyst estimates of $8.53 billion. During the same quarter last year, the firm earned $3.89 EPS. Mastercard’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, sell-side analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.
Mastercard Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date of this dividend is Friday, January 9th. Mastercard’s payout ratio is 19.44%.
Analyst Ratings Changes
MA has been the topic of several analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $713.00 target price on shares of Mastercard in a report on Thursday, October 30th. Truist Financial dropped their price objective on Mastercard from $638.00 to $630.00 and set a “buy” rating on the stock in a research note on Tuesday, November 4th. UBS Group boosted their target price on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Macquarie raised their price target on Mastercard from $655.00 to $660.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company cut their price objective on Mastercard from $669.00 to $660.00 and set an “overweight” rating on the stock in a report on Friday, October 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $657.48.
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.
Read More
- Five stocks we like better than Mastercard
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- Do not delete, read immediately
- This stock gets a 94 out of 100
- First Time Since 2007: All Warnings Active
- Executive Order 14330: Trump’s Biggest Yet
Receive News & Ratings for Mastercard Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Mastercard and related companies with MarketBeat.com's FREE daily email newsletter.
