NorthCrest Asset Manangement LLC Acquires 1,977 Shares of Mastercard Incorporated $MA

NorthCrest Asset Manangement LLC raised its holdings in Mastercard Incorporated (NYSE:MA) by 2.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 71,536 shares of the credit services provider’s stock after buying an additional 1,977 shares during the quarter. Mastercard accounts for about 1.0% of NorthCrest Asset Manangement LLC’s investment portfolio, making the stock its 16th largest position. NorthCrest Asset Manangement LLC’s holdings in Mastercard were worth $41,479,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC boosted its holdings in Mastercard by 20.4% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 445,175 shares of the credit services provider’s stock valued at $258,133,000 after purchasing an additional 75,535 shares during the period. Inspire Advisors LLC acquired a new position in shares of Mastercard during the third quarter valued at about $202,000. JCIC Asset Management Inc. bought a new stake in shares of Mastercard in the third quarter valued at about $57,000. Intrua Financial LLC grew its position in Mastercard by 14.9% during the third quarter. Intrua Financial LLC now owns 980 shares of the credit services provider’s stock worth $557,000 after buying an additional 127 shares in the last quarter. Finally, Rovin Capital UT ADV grew its position in Mastercard by 28.7% during the third quarter. Rovin Capital UT ADV now owns 623 shares of the credit services provider’s stock worth $354,000 after buying an additional 139 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Management’s “API-first” push is turning Mastercard into a broader payments infrastructure provider — embedding tokenization, fraud tools and open-banking connections that can create stickier, higher-margin revenue streams. Why Mastercard’s API-First Strategy Is Becoming a Growth Multiplier
• Positive Sentiment: Analysts and earnings models expect Mastercard to continue its streak of beats — the firm’s recent quarter showed strong revenue and EPS growth, and consensus forecasts imply continued upside to estimates. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Bullish equity research (Seeking Alpha) reiterates Mastercard’s wide moat and resilient business model, arguing regulatory scenarios would likely have limited EPS downside — supporting the view that pullbacks may be buying opportunities. Mastercard: A Fire To Run Towards
• Neutral Sentiment: Consensus analyst ratings remain constructive (average “Buy”), which can support demand if macro/regulatory noise stabilizes. Mastercard Incorporated (NYSE:MA) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Market attention and technical interest have increased after a recent pullback, which could amplify moves in either direction depending on next catalysts (earnings, regulatory updates). Is Trending Stock Mastercard Incorporated (MA) a Buy Now?
• Negative Sentiment: Regulatory/legal setback in the U.K.: the High Court ruled the payments regulator can set a cap on cross-border interchange fees, increasing the risk of fee restrictions in key markets and prompting immediate investor concern. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap
• Negative Sentiment: U.S. policy risk is rising: senators reintroduced the Credit Card Competition Act and political rhetoric (including presidential support for fee/rate caps) has intensified, creating headline risk that could pressure margins if legislation advances. Senators reintroduce Credit Card Competition Act after Trump endorses bill to lower swipe fees

Mastercard Stock Down 0.5%

Shares of NYSE MA opened at $539.82 on Monday. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12. The business has a fifty day moving average of $557.14 and a two-hundred day moving average of $566.55. The stock has a market cap of $484.76 billion, a PE ratio of 34.52, a PEG ratio of 1.83 and a beta of 0.86.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. During the same quarter last year, the company posted $3.89 EPS. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. As a group, equities research analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The company 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 represents a $3.48 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio is presently 22.25%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MA. Evercore ISI set a $610.00 price objective on Mastercard in a research report on Friday, December 12th. Truist Financial cut their target price on Mastercard from $638.00 to $630.00 and set a “buy” rating for the company in a research note on Tuesday, November 4th. Wells Fargo & Company decreased their price target on shares of Mastercard from $669.00 to $660.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. Macquarie boosted their price target on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Morgan Stanley set a $665.00 price objective on shares of Mastercard and gave the stock an “overweight” rating in a report on Friday, October 31st. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $662.08.

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.