Mastercard Incorporated $MA is Lbp Am Sa’s 7th Largest Position

Lbp Am Sa grew its stake in shares of Mastercard Incorporated (NYSE:MA) by 10.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 344,378 shares of the credit services provider’s stock after acquiring an additional 31,970 shares during the period. Mastercard comprises about 2.4% of Lbp Am Sa’s holdings, making the stock its 7th biggest position. Lbp Am Sa’s holdings in Mastercard were worth $195,886,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of MA. Commerzbank Aktiengesellschaft FI raised its holdings in Mastercard by 18.7% during the third quarter. Commerzbank Aktiengesellschaft FI now owns 56,971 shares of the credit services provider’s stock worth $32,406,000 after purchasing an additional 8,991 shares during the last quarter. Retirement Systems of Alabama raised its stake in shares of Mastercard by 4.6% during the 3rd quarter. Retirement Systems of Alabama now owns 365,709 shares of the credit services provider’s stock worth $208,019,000 after buying an additional 16,128 shares during the last quarter. CIBC Asset Management Inc raised its stake in shares of Mastercard by 1.2% during the 3rd quarter. CIBC Asset Management Inc now owns 143,421 shares of the credit services provider’s stock worth $81,579,000 after buying an additional 1,709 shares during the last quarter. TFR Capital LLC. grew its stake in Mastercard by 0.9% in the 3rd quarter. TFR Capital LLC. now owns 4,235 shares of the credit services provider’s stock valued at $2,409,000 after acquiring an additional 36 shares during the last quarter. Finally, BLB&B Advisors LLC lifted its holdings in Mastercard by 1.0% in the 3rd quarter. BLB&B Advisors LLC now owns 3,571 shares of the credit services provider’s stock valued at $2,031,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Analyst Ratings Changes

MA has been the subject of a number of analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $713.00 price objective on shares of Mastercard in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research note on Thursday. Truist Financial set a $609.00 price target on Mastercard in a research note on Tuesday, January 20th. Compass Point raised Mastercard from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Finally, Morgan Stanley set a $665.00 target price on Mastercard and gave the company an “overweight” rating in a research note on Friday, October 31st. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $661.24.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
• Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
• Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
• Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren?Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
• Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
• Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near?term. Read More. Read More.
• Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
• Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

Mastercard Stock Down 1.5%

Shares of NYSE:MA opened at $524.67 on Monday. The stock has a 50-day simple moving average of $554.82 and a 200-day simple moving average of $565.36. The stock has a market capitalization of $471.15 billion, a P/E ratio of 33.55, a PEG ratio of 1.78 and a beta of 0.86. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

Mastercard (NYSE:MA) last issued its quarterly 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. The business had revenue of $8.60 billion during 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 revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.89 earnings per share. Equities analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 0.7%. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio (DPR) is currently 22.25%.

Mastercard 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.