Patton Albertson Miller Group LLC Sells 981 Shares of Mastercard Incorporated $MA

Patton Albertson Miller Group LLC decreased its holdings in Mastercard Incorporated (NYSE:MA) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,421 shares of the credit services provider’s stock after selling 981 shares during the period. Patton Albertson Miller Group LLC’s holdings in Mastercard were worth $6,496,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. Pinion Investment Advisors LLC boosted its position in shares of Mastercard by 0.8% during the second quarter. Pinion Investment Advisors LLC now owns 2,272 shares of the credit services provider’s stock valued at $1,276,000 after buying an additional 18 shares during the last quarter. KRS Capital Management LLC raised its position in Mastercard by 0.6% in the 2nd quarter. KRS Capital Management LLC now owns 2,848 shares of the credit services provider’s stock worth $1,601,000 after buying an additional 18 shares during the last quarter. Nvest Financial LLC lifted its stake in Mastercard by 1.2% during the 2nd quarter. Nvest Financial LLC now owns 1,505 shares of the credit services provider’s stock valued at $846,000 after acquiring an additional 18 shares during the period. Washington Trust Advisors Inc. boosted its holdings in shares of Mastercard by 5.6% during the 2nd quarter. Washington Trust Advisors Inc. now owns 339 shares of the credit services provider’s stock valued at $191,000 after acquiring an additional 18 shares during the last quarter. Finally, Rialto Wealth Management LLC boosted its holdings in shares of Mastercard by 13.0% during the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock valued at $88,000 after acquiring an additional 18 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q4 earnings topped expectations — EPS beat, GDV and cross?border volumes were key drivers of topline and margin strength. Mastercard’s Q4 Earnings Beat on Strong GDV, Cross-Border Volume
• Positive Sentiment: Management laid out strategy beyond cards — investment in agentic commerce and stablecoins as alternative rails, signaling longer?term revenue opportunities from new payment rails and value?added services. Mastercard Leans Into Agentic Commerce and Stablecoins While Card Volumes Rise
• Positive Sentiment: Analyst support: Cantor Fitzgerald upgraded MA to a stronger rating, adding buy?side momentum after the quarter. Cantor Fitzgerald upgrade via Zacks
• Neutral Sentiment: Full earnings call transcripts and highlights are available for detail on guidance and metric cadence (useful for modeling but not a surprise to the market). Mastercard Incorporated (MA) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Product mentions and card reviews (Forbes pieces) note Mastercard network adoption on new card products — relevant for network volume over time but not immediately market moving. MBNA True Line Mastercard Review
• Negative Sentiment: Mastercard will reduce roughly 4% of its global workforce after a business review — could be read as cost discipline (positive for margins) but introduces execution and morale risks. Mastercard to lay off 4% of its global workforce, CFO says
• Negative Sentiment: Valuation and sector?risk commentary: some analysts and commentators say MA looks expensive, and broader payments/consumer?spend headwinds or regulatory pressure could cap near?term upside. Mastercard stock is expensive, but Q4 earnings still warrant a buy
• Negative Sentiment: Investor note on sector risks highlights macro and regulatory uncertainties that could amplify volatility for payments leaders despite strong fundamentals. Investor Outlook: Mastercard earnings underscore sector risks

Analysts Set New Price Targets

Several research firms have recently weighed in on MA. Redburn Partners set a $685.00 price objective on shares of Mastercard in a report on Wednesday. Robert W. Baird lifted their target price on shares of Mastercard from $640.00 to $660.00 and gave the stock an “outperform” rating in a research report on Monday, October 6th. TD Cowen reiterated a “buy” rating on shares of Mastercard in a research note on Monday, January 12th. Macquarie increased their price target on Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Truist Financial set a $609.00 price objective on Mastercard in a report on Tuesday, January 20th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $662.63.

Mastercard Stock Up 4.3%

MA opened at $543.66 on Friday. The firm’s 50 day simple moving average is $554.59 and its two-hundred day simple moving average is $564.43. The company has a market capitalization of $488.21 billion, a PE ratio of 34.76, a PEG ratio of 1.76 and a beta of 0.86. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.21 by $0.55. The firm had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. As a group, equities analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be issued a dividend of $0.87 per share. This is a boost from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, January 9th. Mastercard’s dividend payout ratio is presently 22.25%.

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.