BNB Wealth Management LLC Invests $606,000 in Mastercard Incorporated $MA

BNB Wealth Management LLC acquired a new position in shares of Mastercard Incorporated (NYSE:MA) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,062 shares of the credit services provider’s stock, valued at approximately $606,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. increased its holdings 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 worth $26,000 after buying an additional 41 shares during the last quarter. Foster Dykema Cabot & Partners LLC boosted its position in Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the period. Bay Harbor Wealth Management LLC boosted its position in Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 20 shares during the period. Birchbrook Inc. purchased a new stake in Mastercard during the 4th quarter worth $37,000. Finally, Tucker Asset Management LLC purchased a new stake in Mastercard during the 4th quarter worth $37,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Trading Down 1.7%

Shares of NYSE:MA opened at $492.93 on Thursday. The stock has a market capitalization of $435.54 billion, a price-to-earnings ratio of 28.53, a PEG ratio of 1.56 and a beta of 0.74. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77. 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 company has a 50 day moving average price of $499.23 and a 200 day moving average price of $522.41.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share 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 analysts’ expectations of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the firm posted $3.73 earnings per share. On average, research analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Mastercard Announces Dividend

The company 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 $0.87 dividend. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 20.14%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on MA. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. Susquehanna reduced their price target on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research report on Friday, May 1st. Evercore reaffirmed a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Tigress Financial increased their price objective on shares of Mastercard from $730.00 to $735.00 and gave the stock a “strong-buy” rating in a research note on Friday, March 13th. Finally, BMO Capital Markets assumed coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 price target on the stock. Six investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Mastercard presently has an average rating of “Buy” and a consensus target price of $656.04.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its cross-border payments footprint through a new partnership involving PaidBy and joined the Appia Foundation, reinforcing its growth opportunity in international payments. Mastercard (MA) Expands Cross Border Payments With PaidBy And Joins Appia Foundation
• Positive Sentiment: Mastercard announced a quarterly cash dividend of $0.87 per share, signaling ongoing financial strength and a continued commitment to returning capital to shareholders. Mastercard Board of Directors Announces Quarterly Dividend
• Positive Sentiment: Management commentary on consumer spending suggests households are still navigating the economy well, which is important for Mastercard because transaction volume tends to track consumer activity. Consumers are doing well in navigating the current economic environment, says Mastercard’s Meyer
• Positive Sentiment: Analyst-style coverage highlighted Mastercard as a top-ranked momentum stock, reflecting continued market interest in the company’s earnings quality and durable growth profile. MasterCard (MA) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Mastercard’s annual meeting results were released, but the filing appears routine and does not include an obvious new catalyst for the stock. Mastercard Announces Annual Meeting Results
• Neutral Sentiment: Several articles focused on Mastercard executives’ views on AI, marketing, and “agentic commerce,” which are strategically interesting but mostly long-term narrative drivers rather than immediate stock catalysts. Why Agentic Commerce Could Be a Game-Changer for Mastercard

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.