Mastercard Incorporated $MA Shares Bought by May Hill Capital LLC

May Hill Capital LLC lifted its stake in Mastercard Incorporated (NYSE:MA) by 104.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,180 shares of the credit services provider’s stock after buying an additional 1,626 shares during the period. May Hill Capital LLC’s holdings in Mastercard were worth $1,815,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of MA. State Street Corp boosted its position in shares of Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after buying an additional 997,536 shares during the period. Vanguard Group Inc. boosted its position in shares of Mastercard by 1.2% in the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after buying an additional 955,533 shares during the period. Assenagon Asset Management S.A. boosted its position in shares of Mastercard by 792.2% in the fourth quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider’s stock worth $494,110,000 after buying an additional 768,514 shares during the period. Capital Research Global Investors boosted its position in shares of Mastercard by 6.5% in the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock worth $5,885,944,000 after buying an additional 629,941 shares during the period. Finally, PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Mastercard in the fourth quarter worth about $289,353,000. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

MA has been the subject of several analyst reports. Daiwa Securities Group set a $610.00 target price on Mastercard and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. JPMorgan Chase & Co. decreased their target price on Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Evercore reaffirmed a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Mastercard in a research report on Tuesday, March 17th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $656.00.

Mastercard Trading Up 0.7%

Shares of MA opened at $493.41 on Friday. The company has a market capitalization of $435.97 billion, a P/E ratio of 28.55, a P/E/G ratio of 1.54 and a beta of 0.76. Mastercard Incorporated has a one year low of $480.50 and a one year high of $601.77. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98. The stock has a 50-day moving average price of $503.29 and a 200 day moving average price of $531.59.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.Mastercard’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.73 earnings per share. Sell-side analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

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.