DNB Asset Management AS Sells 69,146 Shares of Mastercard Incorporated $MA

DNB Asset Management AS cut its stake in shares of Mastercard Incorporated (NYSE:MA) by 7.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 891,905 shares of the credit services provider’s stock after selling 69,146 shares during the quarter. Mastercard makes up approximately 1.9% of DNB Asset Management AS’s portfolio, making the stock its 7th biggest position. DNB Asset Management AS’s holdings in Mastercard were worth $507,324,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new stake in shares of Mastercard in the 2nd quarter valued at approximately $29,000. Robbins Farley grew its stake in shares of Mastercard by 50.0% during the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares in the last quarter. Tacita Capital Inc increased its holdings in Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after buying an additional 19 shares during the last quarter. True Wealth Design LLC increased its holdings in Mastercard by 45.2% in the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after buying an additional 19 shares during the last quarter. Finally, Sagard Holdings Management Inc. acquired a new stake in Mastercard in the second quarter valued at $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Major product rollout — MetaMask Card goes broadly live in the U.S., letting users pay with crypto anywhere Mastercard is accepted and keeping assets self-custodial; the launch includes on-chain rewards and availability in New York, which strengthens Mastercard’s position in crypto payments. Mastercard Brings MetaMask Crypto Payments to US Shoppers
• Positive Sentiment: Wider MetaMask partnership rollout reported across U.S. issuances and card programs — multiple outlets note the MetaMask–Mastercard card and debit-like product expansion, reinforcing expected volume and fee capture from crypto-native spend. MetaMask expands Mastercard crypto card across the US
• Positive Sentiment: Strategic hiring for crypto and DeFi — Mastercard is recruiting a Director of Crypto Flows to lead stablecoin card launches and DeFi integrations, signaling deeper commitment to digital-asset revenue streams. This hiring was flagged across industry outlets and suggests ongoing product investment rather than a beta experiment. Mastercard Seeks Director of Crypto Flows as Payments Giant Deepens Digital Asset Push
• Positive Sentiment: Regional growth partnership — Mastercard signed a deal to accelerate digital payments in Tanzania, supporting geographic expansion and payment volume growth in underpenetrated markets. (Mastercard, Tananian firm partner to fast-track the transformation of digital payment)
• Neutral Sentiment: Minor divestiture — Mastercard sold SessionM to Capillary Technologies for $20 million; small proceeds and focus on core payments/crypto strategy may be viewed as portfolio simplification rather than material to earnings. Capillary Technologies acquires SessionM from Mastercard for $20 million
• Neutral Sentiment: Increased investor attention — Zacks highlights strong retail interest in MA stock, which can amplify intraday moves but doesn’t signal fundamental changes by itself. Investors Heavily Search Mastercard Incorporated (MA): Here is What You Need to Know
• Negative Sentiment: Competitive pressure — European payment apps are explicitly targeting Visa/Mastercard dominance in retail payments; new local rails or fintechs could pressure merchant fees or market share in certain regions over time. European payment app targets Visa, Mastercard dominance with retail-payments push
• Negative Sentiment: Analyst/industry skepticism — A critical report (Citrini) warned of potential issues for Mastercard if crypto traction stalls; timing of hires and expansion invites scrutiny about whether crypto efforts will be accretive or costly. Mastercard Hires for Crypto Just as Citrini Warns It Could Be Obsolete

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. UBS Group upped their price objective on Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Evercore set a $610.00 price target on Mastercard in a report on Friday, December 12th. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a report on Friday, February 6th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a research report on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and a consensus price target of $669.27.

Mastercard Trading Up 1.0%

MA opened at $514.55 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The business’s 50 day moving average is $546.14 and its two-hundred day moving average is $559.97. The firm has a market cap of $458.88 billion, a price-to-earnings ratio of 31.15, a price-to-earnings-growth ratio of 1.64 and a beta of 0.83.

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

Mastercard Announces Dividend

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

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.