Equitable Trust Co. Acquires 1,009 Shares of Mastercard Incorporated $MA

Equitable Trust Co. increased its holdings in Mastercard Incorporated (NYSE:MA) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,903 shares of the credit services provider’s stock after purchasing an additional 1,009 shares during the quarter. Mastercard makes up 1.0% of Equitable Trust Co.’s investment portfolio, making the stock its 22nd biggest holding. Equitable Trust Co.’s holdings in Mastercard were worth $21,638,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MA. Brighton Jones LLC boosted its position in Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. boosted its position in Mastercard by 8.5% during the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after acquiring an additional 200 shares during the last quarter. Betterment LLC boosted its position in Mastercard by 6.5% during the second quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after acquiring an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC boosted its position in Mastercard by 35.8% during the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after acquiring an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in Mastercard during the second quarter valued at $431,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Down 1.5%

Shares of MA stock opened at $497.17 on Wednesday. Mastercard Incorporated has a 52-week low of $480.50 and a 52-week 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 simple moving average of $506.16 and a two-hundred day simple moving average of $535.39. The company has a market capitalization of $443.38 billion, a price-to-earnings ratio of 28.77, a PEG ratio of 1.58 and a beta of 0.76.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. 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 prior year, the firm posted $3.73 EPS. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. Research analysts anticipate that Mastercard Incorporated will post 19.58 EPS for the current fiscal year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, April 9th. Mastercard’s dividend payout ratio is presently 20.14%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Morgan Stanley raised its price target (to $679) and reiterated an Overweight rating, signaling continued analyst confidence in Mastercard’s longer?term growth despite recent market noise. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds
• Positive Sentiment: Mastercard is expanding its digital?asset and on?chain payment capabilities (BVNK acquisition, partnerships with MoonPay, Rain, KuCoin) — a revenue/volume tail that could lift payment-related fees and open new rails for programs and tokenized payments. Mastercard Deepens Digital Asset Push With Stablecoin And AI Payment Rails
• Positive Sentiment: Mastercard took a strategic stake in Astrada’s $3.8M seed round, signaling direct investment in the data layer for “autonomous finance” and closer ties to fintech innovation that could feed future products and merchant services. Astrada Raises Seed Round to Build the Data Layer for Autonomous Finance
• Positive Sentiment: Rain’s expansion of a stablecoin card network with Mastercard shows growing partner adoption for stablecoin?linked consumer payment options — reinforces Mastercard’s push into crypto payment rails. Rain expands stablecoin card network with Mastercard partnership
• Positive Sentiment: Buy-side commentary (24/7 Wall St.) highlights Mastercard as a top pick after a Q1 beat and a favorable longer?term thesis, supporting potential upside if results and growth catalysts persist. Mastercard Is One Of Our Top Picks After Q1 Beat
• Neutral Sentiment: Industry commentary on agentic commerce and B2B late payments shows Mastercard is building infrastructure and product responses (AI agents, B2B payment controls), which are strategic positives but gradual revenue levers. Mastercard Targets the Hidden Cost of Late B2B Payments
• Neutral Sentiment: Fundamental writeups (Seeking Alpha) reiterate strong ROE, margin profile and diversification into high?margin services — supportive but already reflected to some extent in consensus multiples. Mastercard And Its Real Value
• Negative Sentiment: Royal Bank of Canada trimmed its price target to $629, reflecting more cautious near?term expectations which can pressure sentiment and limit upside. Royal Bank Of Canada Cuts Mastercard (NYSE:MA) Price Target to $629.00
• Negative Sentiment: Raymond James flagged near?term headwinds (travel/cross?border and macro sensitivity noted in analyst commentary), contributing to today’s weaker trading as investors mark risk to near?term growth. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds

Analysts Set New Price Targets

A number of analysts have commented on MA shares. Raymond James Financial set a $609.00 price target on shares of Mastercard in a research report on Friday. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. BMO Capital Markets started coverage on shares of Mastercard in a research report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price target on the stock. Susquehanna cut 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. Finally, Tigress Financial upped their price target on shares of Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday, March 13th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $657.07.

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.