M. Kulyk & Associates LLC grew its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 160.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 10,570 shares of the credit services provider’s stock after acquiring an additional 6,505 shares during the period. M. Kulyk & Associates LLC’s holdings in Mastercard were worth $6,034,000 at the end of the most recent quarter.
Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC raised its stake in shares of Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares during the period. Schnieders Capital Management LLC. boosted its position in Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares during the period. Bluegrass Capital Partners LP increased its holdings in Mastercard by 3.7% in the 2nd quarter. Bluegrass Capital Partners LP now owns 28,000 shares of the credit services provider’s stock valued at $15,734,000 after purchasing an additional 1,000 shares in the last quarter. Evelyn Partners Asset Management Ltd increased its holdings in Mastercard by 110.5% in the 2nd quarter. Evelyn Partners Asset Management Ltd now owns 32,848 shares of the credit services provider’s stock valued at $18,459,000 after purchasing an additional 17,245 shares in the last quarter. Finally, Evelyn Partners Investment Management LLP raised its position in Mastercard by 0.8% in the second quarter. Evelyn Partners Investment Management LLP now owns 51,262 shares of the credit services provider’s stock valued at $28,806,000 after purchasing an additional 410 shares during the period. 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: Major strategic deal — Mastercard agreed to acquire BVNK for about $1.8 billion, strengthening its stablecoin and digital-asset infrastructure capabilities, a direct revenue/strategic growth catalyst as the company pushes deeper into crypto-enabled payments. Stablecoin Strategy: Mastercard to Acquire BVNK for US$1.8bn
- Positive Sentiment: Analyst upgrade — BNP Paribas Exane raised Mastercard from “neutral” to “outperform” and set a $600 price target, a bullish signal that can attract buyers and support near-term momentum. BNP Paribas Exane Upgrade
- Positive Sentiment: Bullish research/valuation views — recent analyst and independent commentary (e.g., Seeking Alpha) highlight Mastercard’s high margins, transaction growth, and multi-year EPS runway, reinforcing the long-term investment case. Mastercard: You Swipe, I Win
- Neutral Sentiment: Legal update — London’s Court of Appeal has allowed Mastercard and Visa to appeal a ruling that their default merchant interchange fees breach competition law; the decision preserves the right to challenge the judgment but leaves the underlying antitrust risk unresolved. Allowed to Appeal UK Ruling
- Neutral Sentiment: Value/price-check coverage — several pieces examine whether the recent pullback makes MA a buy, noting solid fundamentals but some short-term share weakness versus historical highs; useful context for longer-term investors but not an immediate catalyst. Is Mastercard Offering Value After Recent Share Price Weakness?
- Negative Sentiment: Near-term market pressure — articles and market note flow highlight that Mastercard (and peers Visa/AmEx) have seen recent selling/“roughing up,” and some traders are positioning this as a buy-the-dip situation; that selling pressure can keep volatility and cap near-term upside. Why Mastercard Shares Are Trading Lower Today
Mastercard Trading Up 1.2%
Mastercard (NYSE:MA – Get Free Report) last issued its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate of $4.24 by $0.52. The company had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business’s revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the firm earned $3.82 EPS. On average, analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.
Mastercard Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.87 per share. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s payout ratio is presently 21.07%.
Analyst Upgrades and Downgrades
Several brokerages have recently weighed in on MA. Evercore reaffirmed a “negative” rating on shares of Mastercard in a research report on Tuesday. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a report on Friday, February 6th. Truist Financial set a $611.00 price target on Mastercard in a report on Tuesday, February 10th. Wolfe Research reaffirmed an “outperform” rating on shares of Mastercard in a research report on Tuesday. Finally, Daiwa Securities Group set a $610.00 price objective on shares of Mastercard and gave the company an “outperform” rating in a research note on Monday, February 2nd. Six analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $667.88.
Read Our Latest Report on Mastercard
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.
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