Mastercard Incorporated $MA Shares Bought by Donaldson Capital Management LLC

Donaldson Capital Management LLC grew its stake in Mastercard Incorporated (NYSE:MA) by 13.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 22,271 shares of the credit services provider’s stock after buying an additional 2,564 shares during the quarter. Donaldson Capital Management LLC’s holdings in Mastercard were worth $12,668,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Curio Wealth LLC raised its stake in shares of Mastercard by 22,400.0% during the 2nd quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock worth $126,000 after buying an additional 224 shares in the last quarter. Mn Services Vermogensbeheer B.V. grew its holdings in Mastercard by 1.5% during the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock worth $175,872,000 after acquiring an additional 4,700 shares during the period. Financiere des Professionnels Fonds d investissement inc. raised its position in Mastercard by 88.9% in the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock worth $8,723,000 after acquiring an additional 7,215 shares in the last quarter. Global X Japan Co. Ltd. raised its position in Mastercard by 3,694.7% in the third quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after acquiring an additional 9,052 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in Mastercard by 1.2% in the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after acquiring an additional 931,132 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Stock Performance

Mastercard stock opened at $538.62 on Friday. The stock has a fifty day moving average price of $554.56 and a 200 day moving average price of $564.43. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The firm has a market capitalization of $483.68 billion, a P/E ratio of 32.60, a PEG ratio of 1.84 and a beta of 0.86. The company has a current ratio of 1.03, a quick ratio of 1.12 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. Mastercard’s revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.82 earnings per share. Equities research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be paid 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 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, January 9th. Mastercard’s payout ratio is presently 21.07%.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q4 earnings beat — Mastercard reported stronger‑than‑expected EPS and revenue, with growth in gross dollar volume, cross‑border spending and cybersecurity/value‑added services, supporting the case for durable revenue growth. Zacks Q4 Coverage
• Positive Sentiment: Macquarie raised its price target to $675 and kept an “outperform” rating — another vote of confidence that supports upside expectations. Benzinga
• Positive Sentiment: TD Cowen nudged its target higher to $671 and maintains a “buy” — adds to the cluster of bullish analyst views following the print. Benzinga
• Positive Sentiment: RBC reaffirmed its “outperform” rating with a $656 target — another supportive analyst anchor above the current price. TickerReport
• Neutral Sentiment: JPMorgan trimmed its target from $685 to $655 but kept an “overweight” rating — slightly less bullish upside than before, but still constructive overall. Benzinga
• Neutral Sentiment: Management outlined strategic moves into agentic commerce and stablecoins — promising long‑term optionality but uncertain near‑term revenue impact. PYMNTS
• Negative Sentiment: Mastercard will cut about 4% of full‑time employees after a business review — a near‑term cost action that can boost margins but may signal internal pressure or slower growth in some areas. Reuters
• Negative Sentiment: Regulatory and sector risk commentary (including discussion of potential card legislation and broader sector headwinds) adds uncertainty to valuation and investor risk appetite. BNN Bloomberg

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MA. Morgan Stanley increased their price target on shares of Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a report on Friday. Hsbc Global Res raised shares of Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. KeyCorp reissued an “overweight” rating and set a $665.00 price target on shares of Mastercard in a research note on Wednesday, October 22nd. Citigroup upgraded Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. Finally, Wells Fargo & Company raised their price objective on Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday. Five research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $668.78.

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.