Boston Common Asset Management LLC Cuts Position in Mastercard Incorporated $MA

Boston Common Asset Management LLC lessened its position in Mastercard Incorporated (NYSE:MA) by 82.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 470 shares of the credit services provider’s stock after selling 2,224 shares during the quarter. Boston Common Asset Management LLC’s holdings in Mastercard were worth $268,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in MA. Vanguard Group Inc. grew its holdings in shares of Mastercard by 1.2% in the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after purchasing an additional 955,533 shares during the last quarter. State Street Corp raised its holdings in Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after buying an additional 997,536 shares during the last quarter. Capital Research Global Investors boosted its position in Mastercard by 6.5% during the 3rd quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock valued at $5,885,944,000 after buying an additional 629,941 shares during the period. Legal & General Group Plc grew its holdings in Mastercard by 4.2% in the 3rd quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider’s stock worth $3,303,015,000 after acquiring an additional 235,403 shares during the last quarter. Finally, Invesco Ltd. increased its position in shares of Mastercard by 6.4% in the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider’s stock valued at $3,218,638,000 after acquiring an additional 339,137 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Trading Up 1.3%

NYSE MA opened at $500.21 on Wednesday. The firm has a market capitalization of $446.09 billion, a PE ratio of 30.28, a P/E/G ratio of 1.59 and a beta of 0.83. The stock’s 50 day moving average is $518.42 and its 200 day moving average is $546.34. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. 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 (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating 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 for the quarter was up 17.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.82 earnings per share. 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 paid a dividend of $0.87 per share. The ex-dividend date of this dividend 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 currently 21.07%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Raymond James Financial cut their target price on Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Bank of America started coverage on Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 target price for the company. Wolfe Research reiterated an “outperform” rating on shares of Mastercard in a report on Tuesday, March 17th. Finally, Macquarie Infrastructure boosted their price objective on shares of Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Mastercard currently has an average rating of “Buy” and an average target price of $664.40.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Loop Capital initiated coverage with a Buy rating and a $631 price target, signaling fresh analyst conviction after the stock’s pullback and suggesting meaningful upside from current levels. Wall Street Pro Tells Investors to Buy Mastercard Stock
• Positive Sentiment: UBS trimmed its price target from $700 to $650 but maintained a Buy rating — a downward tweak but still indicating ~30% upside from current levels and continued analyst support. Benzinga UBS PT Note
• Positive Sentiment: Evercore ISI reiterated an In Line rating with a $610 target and highlighted the strategic potential of Mastercard’s BVNK acquisition, which analysts expect to bolster its B2B banking and rails exposure. Evercore ISI Touts Mastercard BVNK Acquisition Impact
• Positive Sentiment: Amazon’s new Prime Business and Amazon Business cards will be issued by U.S. Bank on the Mastercard network — a tangible card-issuer partnership that should drive transaction volume and processing revenue. U.S. Bank, Mastercard take Amazon’s small-business cards from Amex
• Positive Sentiment: Commentary and pieces framing last year’s share weakness as a buying opportunity are attracting momentum buyers and long‑term investors looking for exposure to payments names with secular growth. Mastercard Stock Tumbles 13% in 2025 — Analysts Call It a Buying Opportunity
• Neutral Sentiment: Coverage consensus remains skewed to Buy across brokers, reinforcing a positive analyst backdrop but not introducing new, company‑specific catalysts. Mastercard Given Consensus Recommendation of Buy
• Neutral Sentiment: Strategic commentary highlights Mastercard’s pivot toward AI and data services — a longer‑term margin and revenue growth thesis that supports valuation but may take time to materially move near-term results. Mastercard’s Pivot: A Bullish Strategic Bet on AI and Data
• Neutral Sentiment: Daily market note: recent intraday movement was reported by Zacks, which provides context but no new fundamental catalyst. MasterCard Advances But Underperforms Market: Key Facts
• Negative Sentiment: Australia’s plan to ban card surcharges from October could compress merchant fees or interchange economics in that market and increase competitive pressure on pricing, a potential headwind for margins in impacted regions. Australia to end debit and credit card surcharges from October

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.