Meridiem Capital Partners LP Sells 19,505 Shares of Mastercard Incorporated $MA

Meridiem Capital Partners LP reduced its position in Mastercard Incorporated (NYSE:MA) by 29.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 45,959 shares of the credit services provider’s stock after selling 19,505 shares during the quarter. Mastercard comprises about 1.7% of Meridiem Capital Partners LP’s portfolio, making the stock its 22nd largest position. Meridiem Capital Partners LP’s holdings in Mastercard were worth $26,142,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Evolution Wealth Management Inc. acquired a new position in shares of Mastercard during the 2nd quarter worth $29,000. Robbins Farley raised its stake in Mastercard by 50.0% during the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Tacita Capital Inc boosted its stake in shares of Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares in the last quarter. Foster Dykema Cabot & Partners LLC grew its holdings in shares of Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares during the last quarter. Finally, Sagard Holdings Management Inc. acquired a new position in Mastercard during the 2nd quarter worth approximately $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a global Crypto Partner Program with ~85 partners (Binance, Circle, Gemini, PayPal, Ripple, Ava Labs, etc.) to connect on‑chain assets to its card network — a push that could create new fee streams, on‑ramp/off‑ramp volume, and long‑term relevance in digital assets. Mastercard Teams With Crypto Giants on Blockchain Payment Program
• Positive Sentiment: Product innovation: Mastercard unveiled a Virtual C‑Suite starting with an AI‑driven Virtual CFO for small businesses to turn payment data into financial insights — an SMB-facing service that could increase service revenue and deepen merchant/customer stickiness. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Strategic partner expansion: Mastercard and Ericsson are working to simplify digital money movement for telcos, fintechs and banks — a move that broadens distribution into telecom channels and targets financial inclusion in underbanked markets. Ericsson and Mastercard Enhance Global Digital Money Movement and Accelerate Digital Financial Inclusion
• Positive Sentiment: Risk and fraud adoption: Regional platforms (e.g., Brazil’s Barte) are selecting Mastercard risk intelligence and partner tech to scale fraud/compliance — evidence of enterprise demand for Mastercard’s value‑added services. Barte Selects Oscilar’s AI-Native Risk Decisioning Platform to Transform Fraud and Compliance Operations
• Neutral Sentiment: Analyst/peer comparison: A Seeking Alpha piece weighs Visa vs Mastercard as buy choices — such comparative coverage can shift short‑term flows depending on who appears cheaper or faster‑growing, but it does not change Mastercard’s fundamentals directly. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today?
• Neutral Sentiment: Retail interest: Zacks/Yahoo pieces note increased user attention and trending interest in MA — higher visibility can boost intraday volume but isn’t a standalone fundamental catalyst. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It

Mastercard Stock Up 0.1%

MA traded up $0.26 during midday trading on Friday, hitting $497.57. The company had a trading volume of 249,412 shares, compared to its average volume of 3,993,576. The stock’s 50 day moving average price is $534.22 and its 200 day moving average price is $555.25. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company has a market capitalization of $443.74 billion, a price-to-earnings ratio of 30.07, a PEG ratio of 1.63 and a beta of 0.83. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

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

Mastercard Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.87 per share. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s payout ratio is currently 21.07%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on MA shares. Morgan Stanley upped their price target on shares of Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Cantor Fitzgerald upgraded Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Rothschild & Co Redburn set a $685.00 price objective on Mastercard in a research note on Wednesday, January 28th. Finally, Bank of America assumed coverage on Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 target price for the company. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $670.61.

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.