Chase Investment Counsel Corp Buys Shares of 1,068 Mastercard Incorporated $MA

Chase Investment Counsel Corp bought a new position in Mastercard Incorporated (NYSE:MA) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,068 shares of the credit services provider’s stock, valued at approximately $607,000.

A number of other hedge funds also recently made changes to their positions in the business. Apriem Advisors boosted its position in shares of Mastercard by 0.8% during the third quarter. Apriem Advisors now owns 5,067 shares of the credit services provider’s stock worth $2,882,000 after buying an additional 42 shares during the period. Mufg Securities Americas Inc. raised its stake in Mastercard by 23.8% during the 3rd quarter. Mufg Securities Americas Inc. now owns 22,260 shares of the credit services provider’s stock valued at $12,662,000 after acquiring an additional 4,283 shares in the last quarter. Lake Street Private Wealth LLC boosted its position in Mastercard by 11.8% during the 3rd quarter. Lake Street Private Wealth LLC now owns 1,062 shares of the credit services provider’s stock worth $604,000 after acquiring an additional 112 shares during the period. First Financial Bankshares Inc grew its stake in shares of Mastercard by 1.7% in the third quarter. First Financial Bankshares Inc now owns 67,296 shares of the credit services provider’s stock worth $38,279,000 after purchasing an additional 1,113 shares in the last quarter. Finally, Compound Planning Inc. increased its holdings in shares of Mastercard by 7.7% during the third quarter. Compound Planning Inc. now owns 15,933 shares of the credit services provider’s stock valued at $9,063,000 after purchasing an additional 1,140 shares during the period. Institutional investors own 97.28% of the company’s stock.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard’s open finance technology was chosen as the backbone for Truist Financial’s first open banking platform, replacing credential-sharing with tokenized, permissioned API connections — a revenue/market-share opportunity for MA as banks modernize. Mastercard (MA) Strengthens Banking Ties, Maintains Dividends
• Positive Sentiment: Mastercard and Ericsson announced a partnership to integrate Ericsson’s Fintech Platform with Mastercard Move to expand mobile money and cross-border payments in emerging markets — expands addressable market and product stack for MA. Mastercard and Ericsson Partner to Expand Global Digital Payment Capabilities
• Positive Sentiment: Cloudflare and Mastercard formed a strategic partnership to build tools (including cybersecurity and risk solutions) for small businesses and critical infrastructure — could increase product-led revenue and stickiness for merchant services. Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
• Positive Sentiment: Erste Group updated forecasts that point to increased earnings for Mastercard — analyst/forecast support can underpin valuation and investor confidence. Erste Group Bank Forecasts Increased Earnings for Mastercard
• Neutral Sentiment: Mastercard’s community programs (teaching seniors digital banking safety) are receiving publicity — positive for brand and adoption but limited direct near-term revenue impact. Mastercard: From App Shy to Scamwise, These Seniors Are Learning To Bank Digitally and Safely
• Negative Sentiment: Citrini Research published a thought experiment where autonomous AI agents and low-fee stablecoin rails erode the 2–3% interchange economics — a structural risk scenario that could materially pressure Mastercard’s core revenue model if adopted at scale. Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
• Negative Sentiment: A broader “dystopian AI” scenario report triggered a sector selloff that hit payments and software names, weighing on Mastercard’s share price this session despite company-specific positives. Dystopian AI report sinks payment and software stocks

Analyst Ratings Changes

Several equities research analysts recently weighed in on MA shares. UBS Group upped their price objective on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research note on Thursday, January 22nd. Wells Fargo & Company raised their price objective on shares of Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, February 6th. Finally, Compass Point raised Mastercard from a “neutral” rating to a “buy” rating and increased their price target for the company from $620.00 to $735.00 in a research note on Tuesday, January 13th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $669.27.

Mastercard Price Performance

NYSE MA opened at $495.06 on Tuesday. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77. The business’s fifty day moving average is $549.62 and its two-hundred day moving average is $561.18. The stock has a market capitalization of $441.50 billion, a P/E ratio of 29.97, a P/E/G ratio of 1.70 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03.

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

Mastercard Dividend Announcement

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

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.