Mastercard (NYSE:MA – Free Report) had its price target hoisted by TD Cowen from $668.00 to $671.00 in a report released on Friday morning,Benzinga reports. TD Cowen currently has a buy rating on the credit services provider’s stock.
Several other brokerages also recently issued reports on MA. KeyCorp reiterated an “overweight” rating and issued a $665.00 price target on shares of Mastercard in a report on Wednesday, October 22nd. UBS Group increased their target price on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Wells Fargo & Company raised their target price on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a report on Thursday. Robert W. Baird upped their price target on Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a report on Monday, October 6th. Finally, Redburn Partners set a $685.00 price objective on shares of Mastercard in a research note on Wednesday. Five investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Mastercard presently has an average rating of “Buy” and an average price target of $668.78.
Get Our Latest Analysis on Mastercard
Mastercard Stock Down 0.9%
Mastercard (NYSE:MA – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. During the same period in the previous year, the firm earned $3.82 earnings per share. Mastercard’s revenue for the quarter was up 17.5% on a year-over-year basis. Sell-side analysts expect that Mastercard will post 15.91 earnings per share for the current year.
Mastercard Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be paid a $0.87 dividend. This is a boost from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.
Institutional Trading of Mastercard
Several hedge funds and other institutional investors have recently bought and sold shares of the company. Secured Retirement Advisors LLC lifted its holdings in Mastercard by 4.3% during the 4th quarter. Secured Retirement Advisors LLC now owns 3,699 shares of the credit services provider’s stock worth $2,112,000 after buying an additional 152 shares during the last quarter. Cullinan Associates Inc. raised its position in shares of Mastercard by 72.7% during the 4th quarter. Cullinan Associates Inc. now owns 7,600 shares of the credit services provider’s stock valued at $4,339,000 after acquiring an additional 3,200 shares in the last quarter. Belleair Asset Management LLC acquired a new stake in shares of Mastercard during the 4th quarter valued at approximately $905,000. Citizens Financial Group Inc. RI lifted its stake in Mastercard by 0.8% during the fourth quarter. Citizens Financial Group Inc. RI now owns 180,968 shares of the credit services provider’s stock worth $103,311,000 after purchasing an additional 1,435 shares during the last quarter. Finally, North Star Investment Management Corp. boosted its holdings in Mastercard by 0.7% in the fourth quarter. North Star Investment Management Corp. now owns 8,519 shares of the credit services provider’s stock worth $4,863,000 after purchasing an additional 59 shares during the period. 97.28% of the stock is owned by institutional investors.
Key Mastercard News
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.
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