GRIMES & Co WEALTH MANAGEMENT LLC Cuts Position in Mastercard Incorporated $MA

GRIMES & Co WEALTH MANAGEMENT LLC decreased its position in shares of Mastercard Incorporated (NYSE:MA) by 19.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,588 shares of the credit services provider’s stock after selling 2,301 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in Mastercard were worth $5,454,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. LGT Financial Advisors LLC purchased a new stake in Mastercard in the second quarter worth approximately $25,000. Family Legacy Financial Solutions LLC bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $26,000. Evolution Wealth Management Inc. purchased a new stake in shares of Mastercard in the 2nd quarter valued at $29,000. IMG Wealth Management Inc. bought a new position in shares of Mastercard during the 2nd quarter valued at $31,000. Finally, Robbins Farley raised its position in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Trading Down 1.5%

NYSE MA opened at $566.66 on Tuesday. The stock has a market cap of $508.86 billion, a P/E ratio of 36.23, a price-to-earnings-growth ratio of 1.95 and a beta of 0.86. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The stock has a 50 day simple moving average of $557.88 and a two-hundred day simple moving average of $567.02. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 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 company had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter in the prior year, the company earned $3.89 earnings per share. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be issued a $0.87 dividend. This is a boost from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is currently 22.25%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Expanded cross‑border payment reach — Botim Money is collaborating with Mastercard to accelerate embedded cross‑border payments, which could drive volume on Mastercard rails in MENA and adjacent corridors. Botim money collaborates with Mastercard to expand and accelerate embedded cross-border payments
• Positive Sentiment: AI cash‑flow and SME push — Mastercard backed Obol to deliver AI‑driven cash‑flow tools for Australian SMEs, extending Mastercard’s open‑finance footprint into software that can lock in more merchant and issuer relationships. Obol joins forces with Mastercard to Bring AI-Driven Cash Flow Management to Australian Businesses
• Positive Sentiment: Regional digital‑innovation tie‑up — Al Ahli Bank of Kuwait – Egypt announced a strategic collaboration with Mastercard to advance digital services in Egypt, supporting regional card growth and product deployment. Al Ahli Bank of Kuwait – Egypt and Mastercard announce strategic collaboration to advance digital innovation in Egypt
• Neutral Sentiment: Broader AI/payments narrative — Analysts highlight AI‑driven shopping and agentic commerce (including work with Google) as a 2026 theme that could boost transaction volumes and new services for Mastercard over time. These Experts Like a Pair of Stocks With AI-Driven Shopping a ‘Major 2026 Theme’
• Neutral Sentiment: Comparative coverage — A head‑to‑head piece contrasts Mastercard with Expensify; useful for positioning but not an immediate catalyst. Mastercard (NYSE:MA) & Expensify (NASDAQ:EXFY) Head-To-Head Contrast
• Neutral Sentiment: Market note — A Zacks recap flagged a recent single‑day decline for MA amid a broader market uptick; this is descriptive of current trading but doesn’t change the company’s fundamentals. MasterCard (MA) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Regulatory overhang — Renewed political momentum for curbing card fees and capping credit costs (Credit Card Competition Act and reports on a proposed 10% APR cap) is elevating policy risk for the payments complex; while networks don’t carry direct lending risk, these proposals could pressure transaction volumes, interchange economics, and market sentiment. Visa, Mastercard in trouble again? Trump revives Credit Card Competition Act to end ‘swipe fee ripoff’ Trump’s 10% credit card rate cap explained: Are Visa, Mastercard, American Express at risk?

Analyst Ratings Changes

Several analysts have issued reports on the stock. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and set a $735.00 price target for the company in a research report on Tuesday. KeyCorp restated an “overweight” rating and set a $665.00 target price on shares of Mastercard in a report on Wednesday, October 22nd. Robert W. Baird raised their price target on Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research report on Monday, October 6th. The Goldman Sachs Group reiterated a “buy” rating and issued a $713.00 price objective on shares of Mastercard in a research report on Thursday, October 30th. Finally, Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a research note on Sunday, December 14th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $662.08.

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.