Mastercard Incorporated $MA is Manning & Napier Advisors LLC’s 6th Largest Position

Manning & Napier Advisors LLC raised its holdings in shares of Mastercard Incorporated (NYSE:MA) by 5.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 419,771 shares of the credit services provider’s stock after purchasing an additional 21,512 shares during the quarter. Mastercard accounts for 3.1% of Manning & Napier Advisors LLC’s portfolio, making the stock its 6th largest position. Manning & Napier Advisors LLC’s holdings in Mastercard were worth $242,384,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Foster Dykema Cabot & Partners LLC raised its holdings in Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 40 shares in the last quarter. Tacita Capital Inc grew its holdings in Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 19 shares in the last quarter. Bay Harbor Wealth Management LLC increased its position in shares of Mastercard by 54.1% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 20 shares during the last quarter. Dagco Inc. increased its position in shares of Mastercard by 200.0% in the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock worth $38,000 after purchasing an additional 44 shares during the last quarter. Finally, Joseph Group Capital Management acquired a new stake in shares of Mastercard in the 4th quarter valued at about $44,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Price Performance

MA opened at $495.39 on Friday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The company’s 50-day moving average price is $506.14 and its 200 day moving average price is $534.56. Mastercard Incorporated has a fifty-two week low of $480.50 and a fifty-two week high of $601.77. The firm has a market cap of $441.79 billion, a price-to-earnings ratio of 28.67, a price-to-earnings-growth ratio of 1.56 and a beta of 0.76.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. The company 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 business’s revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the company earned $3.73 earnings per share. As a group, sell-side analysts expect that Mastercard Incorporated will post 19.58 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 8th. Investors of record on Thursday, April 9th were paid a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, April 9th. Mastercard’s dividend payout ratio is presently 20.14%.

Analyst Upgrades and Downgrades

MA has been the subject of a number of research reports. UBS Group decreased their price target on Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Truist Financial cut their price objective on Mastercard from $611.00 to $590.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Wolfe Research reiterated an “outperform” rating on shares of Mastercard in a research report on Tuesday, March 17th. Compass Point upgraded Mastercard from a “neutral” rating to a “buy” rating and boosted their price target for the company from $620.00 to $735.00 in a report on Tuesday, January 13th. Finally, Raymond James Financial set a $609.00 price target on Mastercard in a research report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $657.07.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a regional SME resilience program in the Middle East and North Africa to help small businesses navigate conflict-related trade disruptions, rising energy costs, and logistics strain, which could expand Mastercard’s role in business payments across the region. Mastercard Rallies Partners to Support MENA Small Businesses
• Positive Sentiment: Mastercard and Yellow Card are piloting stablecoin payment use cases in EEMEA, adding to the company’s push into digital asset and next-generation payment infrastructure. Mastercard, Yellow Card to pilot stablecoin payment use cases in EEMEA
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Mastercard, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Mastercard is being tied to multiple tokenized treasury and stablecoin initiatives with partners like JPMorgan, Ripple, and Ondo, which highlights its growing presence in blockchain-based payments and settlement. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Neutral Sentiment: Several articles note that Mastercard is a trending stock and worth watching, but they do not add new fundamentals or catalysts on their own. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Mastercard is preparing to launch services in Syria after a 15-year hiatus, a potentially incremental market expansion but not an immediate earnings driver. Mastercard prepares to launch services in Syria after 15 years
• Negative Sentiment: Macquarie lowered its price target on Mastercard, and Susquehanna also trimmed its target while noting slower April cross-border travel growth, signaling some caution around near-term volume trends. Here’s Why Macquarie Lowered PT on MasterCard (MA)
• Negative Sentiment: UK regulators are probing Mastercard, Visa, and PayPal over suspected anti-competitive conduct, which could increase legal and compliance risk for the payments industry. UK probes Mastercard, Visa, PayPal over suspected anti-competitive conduct

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.