Keybank National Association OH Sells 8,209 Shares of Mastercard Incorporated $MA

Keybank National Association OH lessened its holdings in Mastercard Incorporated (NYSE:MA) by 1.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 419,477 shares of the credit services provider’s stock after selling 8,209 shares during the quarter. Mastercard accounts for 0.8% of Keybank National Association OH’s investment portfolio, making the stock its 23rd biggest position. Keybank National Association OH’s holdings in Mastercard were worth $238,603,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Werba Rubin Papier Wealth Management grew its stake in shares of Mastercard by 2.9% during the third quarter. Werba Rubin Papier Wealth Management now owns 1,850 shares of the credit services provider’s stock valued at $1,052,000 after buying an additional 53 shares during the last quarter. Core Wealth Partners LLC lifted its stake in shares of Mastercard by 10.9% in the 3rd quarter. Core Wealth Partners LLC now owns 2,278 shares of the credit services provider’s stock valued at $1,296,000 after acquiring an additional 224 shares during the last quarter. MWA Asset Management lifted its stake in shares of Mastercard by 11.0% in the 3rd quarter. MWA Asset Management now owns 2,381 shares of the credit services provider’s stock valued at $1,354,000 after acquiring an additional 235 shares during the last quarter. Howard Capital Management Inc. boosted its holdings in Mastercard by 2.7% during the 3rd quarter. Howard Capital Management Inc. now owns 5,947 shares of the credit services provider’s stock valued at $3,383,000 after acquiring an additional 156 shares during the period. Finally, OneAscent Investment Solutions LLC grew its position in Mastercard by 29.8% during the 3rd quarter. OneAscent Investment Solutions LLC now owns 1,371 shares of the credit services provider’s stock worth $780,000 after acquiring an additional 315 shares during the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Raymond James Financial lowered their price objective on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research report on Thursday. Tigress Financial lifted their target price on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research note on Thursday, November 6th. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a report on Tuesday. Citigroup raised shares of Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Five investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $668.78.

Mastercard Price Performance

Shares of NYSE MA opened at $538.62 on Friday. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77. The stock has a market capitalization of $483.68 billion, a P/E ratio of 32.60, a P/E/G ratio of 1.84 and a beta of 0.86. The company’s 50-day moving average is $554.56 and its 200 day moving average is $564.33. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.12.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the previous year, the firm posted $3.82 EPS. The business’s revenue was up 17.5% on a year-over-year basis. On average, sell-side analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s payout ratio is currently 21.07%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q4 earnings beat — Mastercard reported stronger‑than‑expected EPS and revenue, with growth in gross dollar volume, cross‑border spending and cybersecurity/value‑added services, supporting the case for durable revenue growth. Zacks Q4 Coverage
• Positive Sentiment: Macquarie raised its price target to $675 and kept an “outperform” rating — another vote of confidence that supports upside expectations. Benzinga
• Positive Sentiment: TD Cowen nudged its target higher to $671 and maintains a “buy” — adds to the cluster of bullish analyst views following the print. Benzinga
• Positive Sentiment: RBC reaffirmed its “outperform” rating with a $656 target — another supportive analyst anchor above the current price. TickerReport
• Neutral Sentiment: JPMorgan trimmed its target from $685 to $655 but kept an “overweight” rating — slightly less bullish upside than before, but still constructive overall. Benzinga
• Neutral Sentiment: Management outlined strategic moves into agentic commerce and stablecoins — promising long‑term optionality but uncertain near‑term revenue impact. PYMNTS
• Negative Sentiment: Mastercard will cut about 4% of full‑time employees after a business review — a near‑term cost action that can boost margins but may signal internal pressure or slower growth in some areas. Reuters
• Negative Sentiment: Regulatory and sector risk commentary (including discussion of potential card legislation and broader sector headwinds) adds uncertainty to valuation and investor risk appetite. BNN Bloomberg

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.