Mastercard Incorporated $MA Shares Purchased by BTC Capital Management Inc.

BTC Capital Management Inc. raised its holdings in Mastercard Incorporated (NYSE:MA) by 6.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 26,840 shares of the credit services provider’s stock after acquiring an additional 1,661 shares during the period. Mastercard accounts for about 0.9% of BTC Capital Management Inc.’s holdings, making the stock its 29th biggest position. BTC Capital Management Inc.’s holdings in Mastercard were worth $13,409,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after buying an additional 41 shares during the period. Strive Financial Group LLC purchased a new position in shares of Mastercard in the 4th quarter worth $27,000. Hyposwiss Advisors SA acquired a new position in Mastercard in the fourth quarter valued at $29,000. Foster Dykema Cabot & Partners LLC grew its position in Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 40 shares during the period. Finally, Bay Harbor Wealth Management LLC increased its stake in Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after acquiring an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

Shares of NYSE MA opened at $494.20 on Thursday. The business has a 50 day simple moving average of $497.88 and a 200-day simple moving average of $520.38. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The company has a market capitalization of $436.66 billion, a price-to-earnings ratio of 28.60, a price-to-earnings-growth ratio of 1.52 and a beta of 0.74. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56.

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

Mastercard Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be paid a dividend of $0.87 per share. The ex-dividend date is Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio is 20.14%.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a new partnership with SAIT to expand cybersecurity training for small businesses, non-profits, and social enterprises in Western Canada, reinforcing its brand and community investment while potentially supporting future digital payment adoption. Article: New SAIT and Mastercard partnership targets cybersecurity gaps facing Canada’s small businesses and non-profits
• Positive Sentiment: Mastercard continues to be viewed as a high-margin, long-runway payments leader, with articles highlighting its recurring toll-like revenue model and durable position in the global payments duopoly. Article: Mastercard vs. PayPal: Which Financial Stock Is a Better Buy in 2026?
• Positive Sentiment: Mastercard is also expanding digital B2B payments through a new HSBC mobile virtual card solution, which could help deepen transaction volume in a growing enterprise payments segment. Article: HSBC and Mastercard accelerate growth of digital B2B payments with launch of mobile virtual card solution
• Neutral Sentiment: Coverage comparing Mastercard with Visa and PayPal generally reinforces that Mastercard remains a strong business, but these pieces were more comparative than catalyst-driven and do not point to a major near-term change in fundamentals. Article: Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
• Neutral Sentiment: Mastercard’s “Agent Pay” push and broader AI-commerce messaging suggest continued product innovation, but the immediate financial impact is still unclear. Article: Mastercard CMO Jill Kramer unveils ‘Agent Pay’ to secure AI commerce
• Negative Sentiment: Fresh EU pressure tied to digital euro plans could increase competitive and regulatory risk for Mastercard in Europe if policymakers favor public or European payment alternatives. Article: Mastercard (MA) Faces Fresh EU Pressure As Digital Euro Plans Advance

Analyst Ratings Changes

MA has been the subject of a number of research reports. Tigress Financial boosted their target price on Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a report on Friday, March 13th. Truist Financial reduced their price target on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Evercore restated a “negative” rating on shares of Mastercard in a report on Tuesday, March 17th. BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective on the stock in a research note on Thursday, March 19th. Finally, Bank of America initiated coverage on shares of Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 target price on the stock. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $656.08.

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.