Cullen Frost Bankers Inc. Sells 1,695 Shares of Mastercard Incorporated $MA

Cullen Frost Bankers Inc. lessened its stake in shares of Mastercard Incorporated (NYSE:MA) by 1.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,033 shares of the credit services provider’s stock after selling 1,695 shares during the quarter. Mastercard comprises 1.0% of Cullen Frost Bankers Inc.’s investment portfolio, making the stock its 24th biggest holding. Cullen Frost Bankers Inc.’s holdings in Mastercard were worth $91,931,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in MA. Brighton Jones LLC boosted its position in shares of Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in shares of Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares in the last quarter. Betterment LLC raised its holdings in shares of Mastercard by 6.5% in the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after acquiring an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC raised its holdings in shares of Mastercard by 35.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after acquiring an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new stake in shares of Mastercard in the 2nd quarter worth about $431,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Down 1.3%

NYSE:MA opened at $499.32 on Wednesday. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The firm has a market cap of $441.19 billion, a price-to-earnings ratio of 28.90, a price-to-earnings-growth ratio of 1.58 and a beta of 0.76. Mastercard Incorporated has a 52 week low of $480.50 and a 52 week high of $601.77. The firm has a 50-day moving average price of $502.47 and a two-hundred day moving average price of $530.50.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the business posted $3.73 EPS. On average, equities analysts expect that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on MA shares. Macquarie Infrastructure upped their target price on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. UBS Group lowered their target price on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Citigroup lowered their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Tigress Financial upped their target price on shares of Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a report on Friday, March 13th. Finally, BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price on the stock in a report on Thursday, March 19th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $656.00.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard highlighted a new Merchant Trust Services initiative designed to help banks and payment companies identify legitimate merchants and reduce scam activity, which could strengthen its fraud-prevention value proposition and deepen ties with issuers and merchants. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Positive Sentiment: Mastercard and JD.com expanded their partnership to improve cross-border payments infrastructure and payment experiences for travelers in China, a sign of continued international growth opportunities and stronger network usage. Mastercard, JD.com team up to expand payments infrastructure
• Positive Sentiment: Mastercard was recognized by the Organization of American States and The Trust for the Americas with the 2025 Corporate Citizen of the Americas Award, reinforcing its brand and social-impact profile. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Neutral Sentiment: Mastercard presented at J.P. Morgan’s technology, media and communications conference, which usually reinforces management’s strategic messaging but did not include a major new financial catalyst in the provided details. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: BDO and Mastercard marked 20 years of remittance and OFW-serving partnership in the Philippines, underscoring steady international business relationships. BDO, Mastercard mark 20 years of remittance partnership
• Neutral Sentiment: Several articles framed Mastercard as a strong payments network versus Visa and noted ongoing cross-border and issuer-related opportunities, but these were more commentary than fresh catalysts. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
• Negative Sentiment: Truist reportedly lowered its price target on Mastercard, which can weigh on sentiment by signaling more limited upside from current levels. Truist Lowers PT on Mastercard Incorporated (MA) Stock
• Negative Sentiment: Berkshire Hathaway said it is exiting its Mastercard position as part of a broader portfolio overhaul, a headline that may pressure the stock despite not changing Mastercard’s underlying operations. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

About Mastercard

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.