Hendershot Investments Inc. Increases Position in Mastercard Incorporated $MA

Posted by ABMN Staff on Jul 4th, 2026

Hendershot Investments Inc. grew its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.2% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,522 shares of the credit services provider’s stock after purchasing an additional 1,511 shares during the period. Mastercard makes up about 2.5% of Hendershot Investments Inc.’s holdings, making the stock its 12th largest holding. Hendershot Investments Inc.’s holdings in Mastercard were worth $18,748,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Mastercard by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock valued at $45,612,087,000 after acquiring an additional 466,514 shares during the period. J. Stern & Co. LLP increased its stake in Mastercard by 53,535.0% during the fourth quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after purchasing an additional 72,461,743 shares during the period. State Street Corp increased its stake in Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after purchasing an additional 997,536 shares during the period. Geode Capital Management LLC increased its stake in Mastercard by 1.7% during the fourth quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock worth $11,773,153,000 after purchasing an additional 349,369 shares during the period. Finally, Capital International Investors lifted its position in shares of Mastercard by 4.4% during the fourth quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock worth $10,256,368,000 after purchasing an additional 759,584 shares in the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Stock Performance

Shares of MA opened at $539.00 on Friday. The stock has a 50-day simple moving average of $497.92 and a 200-day simple moving average of $518.96. 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 stock has a market capitalization of $476.25 billion, a PE ratio of 31.19, a PEG ratio of 1.68 and a beta of 0.73. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $601.77.

Mastercard (NYSE:MA – Get Free Report) last announced 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. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the company posted $3.73 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. On average, analysts predict that Mastercard Incorporated will post 19.61 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently declared 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 is Thursday, July 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s payout ratio is currently 20.14%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Mastercard announced new partnerships to expand digital and inclusive financial services, including a collaboration with VEON across Ukraine, Kazakhstan, Pakistan and Uzbekistan. That supports the company’s international growth strategy and could increase future network usage and transaction volume. VEON and Mastercard Join Forces to Accelerate Accessibility of Financial Services
Positive Sentiment: Mastercard also said integrated payment systems could add meaningful tourism revenue, reinforcing the company’s role as a beneficiary of cross-border spending and digital payments adoption. Integrated payment systems could add €300 in annual tourism revenue – MasterCard
Positive Sentiment: ZEN.COM launched Mastercard Click to Pay, reflecting rising demand for simpler online checkout experiences and another sign that Mastercard’s payment rails remain widely adopted by merchants and consumers. ZEN.COM Launches Mastercard Click to Pay as Consumer Demand for Simpler Online Payments Grows
Positive Sentiment: Several articles highlighted Mastercard’s strong earnings track record and suggested it could beat estimates again next quarter, which can support investor confidence ahead of the next report. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
Neutral Sentiment: MarketBeat’s week-in-review coverage framed Mastercard as a steady, high-quality payments name, but it did not introduce any new company-specific catalyst beyond broader investor interest in defensive growth stocks. MarketBeat Week in Review – 06/29 – 07/03
Neutral Sentiment: Recent commentary on stablecoins and payments competition suggests the industry is evolving, but the articles generally portray Mastercard as well-positioned rather than under direct pressure. Is Mastercard (MA) Trading At A Premium Despite Stablecoin Moves?
Negative Sentiment: Insider Raj Seshadri sold shares on two separate days under a pre-arranged 10b5-1 plan. While not necessarily a bearish signal on fundamentals, insider sales can still weigh on sentiment around the stock. SEC filing for insider sale

Analyst Ratings Changes

MA has been the subject of several recent research reports. Wolfe Research reissued an “outperform” rating on shares of Mastercard in a research note on Tuesday, March 17th. Piper Sandler started coverage on shares of Mastercard in a research note on Monday. They set an “overweight” rating and a $597.00 target price on the stock. Royal Bank Of Canada reduced their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Truist Financial decreased their price target on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating for the company in a research report on Tuesday, May 12th. Finally, TD Cowen restated a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Seven research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $653.81.

Check Out Our Latest Research Report on MA

Insider Buying and Selling

In other Mastercard news, insider Raj Seshadri sold 4,828 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $525.00, for a total transaction of $2,534,700.00. Following the completion of the transaction, the insider owned 16,429 shares in the company, valued at $8,625,225. The trade was a 22.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.09% of the stock is owned by company insiders.

Mastercard Profile

(Free Report)

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.