Denali Advisors LLC Lowers Position in Mastercard Incorporated $MA

Denali Advisors LLC trimmed its position in shares of Mastercard Incorporated (NYSE:MA) by 23.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,643 shares of the credit services provider’s stock after selling 2,909 shares during the quarter. Denali Advisors LLC’s holdings in Mastercard were worth $5,485,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. LGT Financial Advisors LLC bought a new stake in shares of Mastercard during the second quarter valued at approximately $25,000. Evolution Wealth Management Inc. purchased a new position in Mastercard during the second quarter valued at $29,000. IMG Wealth Management Inc. purchased a new position in Mastercard during the second quarter valued at $31,000. Robbins Farley boosted its holdings 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 buying an additional 18 shares in the last quarter. Finally, Tacita Capital Inc grew its position in shares of Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after buying an additional 19 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Stock Performance

MA stock opened at $518.43 on Monday. The stock’s 50 day simple moving average is $553.85 and its 200 day simple moving average is $563.17. 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 capitalization of $465.55 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 1.67 and a beta of 0.83.

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

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s payout ratio is 21.07%.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Quarterly results/revenue beat — Mastercard reported revenue and spending trends that topped forecasts, reinforcing the company’s exposure to resilient consumer and electronic payments volume. This is the primary fundamental support for shares. Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend
• Positive Sentiment: Analyst upgrades to near-term estimates — Zacks raised several near-term EPS estimates (notably FY2026 and some 2026 quarters), implying improved expected earnings momentum into 2026 that can support valuation if sustained. MarketBeat MA overview / Zacks note
• Neutral Sentiment: Dividend payment — Mastercard paid its $0.87 quarterly dividend on Feb. 9, reflecting steady shareholder returns but not an unexpected change to the company’s capital allocation policy. Carrier Global’s Quiet Dividend Strategy Deserves Attention
• Neutral Sentiment: Investor outreach — Mastercard announced participation in investor conferences in March, which provides additional management access for investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Negative Sentiment: Mixed / trimmed longer‑term estimates — Zacks also trimmed several 2027 quarterly and FY2027 EPS forecasts even as it raised other near-term/longer-term numbers; the mixed revisions add uncertainty around multi-year growth cadence and may temper enthusiasm. MarketBeat MA overview / Zacks note
• Negative Sentiment: Profit‑taking and valuation pressure — after the earnings beat and a multi‑month run near all‑time highs, investors appear to be taking profits and reacting to any mixed signals from analysts; MA’s valuation metrics and distance from moving averages make it vulnerable to short‑term pullbacks even on good news. (No external link)

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Macquarie Infrastructure boosted their price objective on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Truist Financial set a $611.00 target price on shares of Mastercard in a report on Tuesday, February 10th. Compass Point upgraded Mastercard from a “neutral” rating to a “buy” rating and upped their price target for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. Evercore set a $610.00 price objective on Mastercard in a research report on Friday, December 12th. Finally, Citigroup raised Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $669.27.

Mastercard 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.