Fox Run Management L.L.C. Takes $857,000 Position in Mastercard Incorporated $MA

Fox Run Management L.L.C. bought a new stake in shares of Mastercard Incorporated (NYSE:MA) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,502 shares of the credit services provider’s stock, valued at approximately $857,000.

A number of other institutional investors have also recently modified their holdings of MA. Vulcan Value Partners LLC raised its position in shares of Mastercard by 6.5% in the 3rd quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after acquiring an additional 28,331 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new position in shares of Mastercard in the 4th quarter worth approximately $1,113,000. Assetmark Inc. raised its position in shares of Mastercard by 4.5% in the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after acquiring an additional 9,795 shares in the last quarter. Longbow Finance SA raised its position in shares of Mastercard by 50.3% in the 3rd quarter. Longbow Finance SA now owns 23,013 shares of the credit services provider’s stock worth $13,090,000 after acquiring an additional 7,704 shares in the last quarter. Finally, Global X Japan Co. Ltd. raised its position in shares of Mastercard by 396.3% in the 4th quarter. Global X Japan Co. Ltd. now owns 46,145 shares of the credit services provider’s stock worth $26,343,000 after acquiring an additional 36,848 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Mastercard Stock Down 1.2%

Mastercard stock opened at $489.19 on Thursday. The firm has a market cap of $432.24 billion, a price-to-earnings ratio of 28.31, a PEG ratio of 1.54 and a beta of 0.74. The stock has a fifty day simple moving average of $499.64 and a two-hundred day simple moving average of $524.20. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA) last posted its earnings results 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. The business had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the company earned $3.73 EPS. Equities analysts predict that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Analysts Set New Price Targets

MA has been the subject of several research reports. Bank of America initiated coverage on Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price for the company. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. BMO Capital Markets started coverage on Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price for the company. TD Cowen reaffirmed a “buy” rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Susquehanna cut their target price on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research note on Friday, May 1st. Six analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $656.04.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a service that lets AI agents complete payments with each other, positioning the company to benefit from emerging “agentic commerce” and new transaction volume if AI-driven shopping takes off. Mastercard Enables AI Agents to Pay Each Other
• Positive Sentiment: Mastercard partnered on Mi Clip in Mexico, expanding digital payments infrastructure and supporting adoption among consumers and merchants in a growing market. Can Mastercard Benefit From the Launch of Mi Clip Wallet?
• Positive Sentiment: Clip’s launch of the Mi Clip digital wallet ecosystem, supported by Mastercard, underscores continued growth opportunities in digital payments and financial inclusion. Clip Launches Mi Clip, a Digital Wallet Ecosystem, by Partnering with Ant International, Mastercard and Televisa-Univision
• Positive Sentiment: A new Mastercard-related payment initiative in cross-border banking suggests the company remains active in expanding its network utility and enterprise payment offerings. Backbase Taps Mastercard to Simplify Cross-Border Payments for Banks
• Neutral Sentiment: Mastercard appeared in conference/transcript coverage and broader commentary about its operations and strategy, but these items do not add a major new catalyst by themselves. Mastercard Incorporated (MA) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
• Negative Sentiment: A U.S. judge granted preliminary approval to Mastercard’s $38 billion swipe-fee settlement with merchants, which removes legal uncertainty but also highlights the scale of the long-running fee dispute and potential cost burden. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Negative Sentiment: The House passed the Stopping Fraudulent Payments Act, which could increase scrutiny and compliance requirements around government payment processing and indirectly affect Mastercard’s public-sector payment partnerships. Congress Vote: The House has passed H.R. 8464 – Stopping Fraudulent Payments Act

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.