Level Financial Advisors Purchases New Position in Mastercard Incorporated $MA

Level Financial Advisors acquired a new position in Mastercard Incorporated (NYSE:MA) during the third quarter, HoldingsChannel reports. The institutional investor acquired 1,207 shares of the credit services provider’s stock, valued at approximately $687,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Symmetry Partners LLC purchased a new stake in Mastercard during the third quarter valued at $304,000. Founders Financial Securities LLC raised its position in shares of Mastercard by 42.8% during the 3rd quarter. Founders Financial Securities LLC now owns 877 shares of the credit services provider’s stock valued at $499,000 after buying an additional 263 shares in the last quarter. Global X Japan Co. Ltd. lifted its holdings in shares of Mastercard by 3,694.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock valued at $5,288,000 after acquiring an additional 9,052 shares during the last quarter. Chatham Capital Group Inc. grew its position in Mastercard by 1.4% in the third quarter. Chatham Capital Group Inc. now owns 6,132 shares of the credit services provider’s stock worth $3,488,000 after acquiring an additional 85 shares in the last quarter. Finally, Swedbank AB grew its position in Mastercard by 1.6% in the third quarter. Swedbank AB now owns 2,052,008 shares of the credit services provider’s stock worth $1,167,203,000 after acquiring an additional 31,347 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors.

Mastercard Stock Up 0.2%

MA stock opened at $576.68 on Wednesday. The firm has a market capitalization of $517.86 billion, a PE ratio of 36.87, a P/E/G ratio of 2.26 and a beta of 0.87. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. The company’s 50 day simple moving average is $554.34 and its 200-day simple moving average is $565.68. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share for the quarter, beating the consensus estimate of $4.31 by $0.07. The business had revenue of $8.60 billion for the quarter, compared to analyst estimates of $8.53 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.89 EPS. Equities 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. Shareholders 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 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 19.44%.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Wells Fargo & Company dropped their target price on Mastercard from $669.00 to $660.00 and set an “overweight” rating for the company in a report on Friday, October 31st. Robert W. Baird boosted their price objective on shares of Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research note on Monday, October 6th. KeyCorp reiterated an “overweight” rating and set a $665.00 price objective on shares of Mastercard in a research note on Wednesday, October 22nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $713.00 target price on shares of Mastercard in a report on Thursday, October 30th. Finally, Compass Point set a $620.00 price target on Mastercard and gave the stock a “neutral” rating in a report on Friday, October 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and an average price target of $657.48.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Holiday spending strength: Mastercard SpendingPulse and industry data show U.S. holiday retail sales up roughly 3.9–4% year-over-year, signaling higher transaction volumes and swipe/processing revenue for Mastercard. Mastercard SpendingPulse
• Positive Sentiment: New merchant product: Mastercard launched “Merchant Cloud” to help merchants optimize digital commerce, which could drive adoption, platform fees and deeper merchant relationships over time. Mastercard introduces Merchant Cloud
• Positive Sentiment: Partnership to scale agentic commerce: Mastercard and Fiserv expanded a partnership to adopt Mastercard’s Agent Pay Acceptance Framework, positioning Mastercard to capture fees and volume as AI-driven and agentic commerce grows. This supports medium-term revenue diversification. Fiserv and Mastercard partner
• Positive Sentiment: New lending distribution channel: Mastercard partnered with LoanPro to launch “Loan on Card,” enabling lenders to deliver loans via virtual cards — a potential incremental payments and interchange revenue stream. Mastercard partners with LoanPro
• Positive Sentiment: Regional growth outlook: Mastercard’s outlook expects the Middle East & Africa to outperform global growth in 2026, highlighting geographic pockets of above-average transaction growth and cross-border opportunity. Mastercard outlook for MEA
• Neutral Sentiment: Cybersecurity focus: Mastercard reiterated initiatives to neutralize cyber threats — positive for risk management but unlikely to move near-term revenue; more of a governance/operational plus. Mastercard on cybersecurity risks
• Neutral Sentiment: Consumer behavior insights: Mastercard’s consumer/shopper snapshot highlights a “value shift” toward deals and e?commerce — useful for forecasting volumes and mix, but directional rather than catalytic. Consumer shopper snapshot
• Neutral Sentiment: Investor flow note: Options flow and trading-interest writeups show elevated investor attention in MA, which can increase short-term volatility but doesn’t change fundamentals. Options trading trends

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.