Bridges Investment Management Inc. Has $222.41 Million Stake in Mastercard Incorporated $MA

Bridges Investment Management Inc. lessened its position in shares of Mastercard Incorporated (NYSE:MA) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 391,015 shares of the credit services provider’s stock after selling 3,615 shares during the quarter. Mastercard comprises about 2.8% of Bridges Investment Management Inc.’s investment portfolio, making the stock its 9th largest position. Bridges Investment Management Inc.’s holdings in Mastercard were worth $222,413,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MA. KRS Capital Management LLC boosted its stake in Mastercard by 0.6% in the second quarter. KRS Capital Management LLC now owns 2,848 shares of the credit services provider’s stock valued at $1,601,000 after acquiring an additional 18 shares during the last quarter. Pinion Investment Advisors LLC raised its position in shares of Mastercard by 0.8% during the 2nd quarter. Pinion Investment Advisors LLC now owns 2,272 shares of the credit services provider’s stock valued at $1,276,000 after acquiring an additional 18 shares during the last quarter. Nvest Financial LLC lifted its stake in shares of Mastercard by 1.2% in the 2nd quarter. Nvest Financial LLC now owns 1,505 shares of the credit services provider’s stock valued at $846,000 after purchasing an additional 18 shares during the period. Washington Trust Advisors Inc. boosted its position in shares of Mastercard by 5.6% in the 2nd quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock worth $191,000 after purchasing an additional 18 shares during the last quarter. Finally, Rialto Wealth Management LLC boosted its position in shares of Mastercard by 13.0% in the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock worth $88,000 after purchasing an additional 18 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Price Performance

NYSE MA opened at $538.62 on Monday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.12 and a current ratio of 1.03. The stock has a market cap of $483.68 billion, a price-to-earnings ratio of 32.60, a PEG ratio of 1.81 and a beta of 0.83. The business has a 50 day simple moving average of $554.56 and a 200 day simple moving average of $564.49. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77.

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

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be issued a dividend of $0.87 per share. 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 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio is currently 21.07%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on MA shares. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a report on Saturday. Truist Financial set a $609.00 price target on Mastercard in a research note on Tuesday, January 20th. UBS Group increased their price target on shares of Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Robert W. Baird boosted their price objective on shares of Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a report on Monday, October 6th. Finally, Citigroup raised shares of Mastercard to a “strong-buy” rating in a research note on Thursday, October 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Mastercard presently has a consensus rating of “Buy” and a consensus price target of $668.78.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q4 earnings beat — Mastercard reported stronger‑than‑expected EPS and revenue, with growth in gross dollar volume, cross‑border spending and cybersecurity/value‑added services, supporting the case for durable revenue growth. Zacks Q4 Coverage
• Positive Sentiment: Macquarie raised its price target to $675 and kept an “outperform” rating — another vote of confidence that supports upside expectations. Benzinga
• Positive Sentiment: TD Cowen nudged its target higher to $671 and maintains a “buy” — adds to the cluster of bullish analyst views following the print. Benzinga
• Positive Sentiment: RBC reaffirmed its “outperform” rating with a $656 target — another supportive analyst anchor above the current price. TickerReport
• Neutral Sentiment: JPMorgan trimmed its target from $685 to $655 but kept an “overweight” rating — slightly less bullish upside than before, but still constructive overall. Benzinga
• Neutral Sentiment: Management outlined strategic moves into agentic commerce and stablecoins — promising long‑term optionality but uncertain near‑term revenue impact. PYMNTS
• Negative Sentiment: Mastercard will cut about 4% of full‑time employees after a business review — a near‑term cost action that can boost margins but may signal internal pressure or slower growth in some areas. Reuters
• Negative Sentiment: Regulatory and sector risk commentary (including discussion of potential card legislation and broader sector headwinds) adds uncertainty to valuation and investor risk appetite. BNN Bloomberg

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.