Fairtree Asset Management Pty Ltd Buys 2,082 Shares of Mastercard Incorporated $MA

Fairtree Asset Management Pty Ltd grew its position in Mastercard Incorporated (NYSE:MA) by 84.1% during the fourth quarter, HoldingsChannel reports. The firm owned 4,558 shares of the credit services provider’s stock after buying an additional 2,082 shares during the period. Mastercard comprises approximately 1.2% of Fairtree Asset Management Pty Ltd’s portfolio, making the stock its 26th largest holding. Fairtree Asset Management Pty Ltd’s holdings in Mastercard were worth $2,602,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after buying an additional 41 shares during the period. Tacita Capital Inc increased its position in shares of Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 19 shares in the last quarter. Foster Dykema Cabot & Partners LLC increased its holdings in Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares in the last quarter. Bay Harbor Wealth Management LLC grew its holdings in Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after buying an additional 20 shares in the last quarter. Finally, Birchbrook Inc. purchased a new stake in shares of Mastercard in the fourth quarter valued at about $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Price Performance

Shares of Mastercard stock opened at $499.32 on Wednesday. The business’s 50 day simple moving average is $502.47 and its two-hundred day simple moving average is $530.50. 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 current ratio of 0.98 and a quick ratio of 0.98. The stock has a market capitalization of $441.19 billion, a P/E ratio of 28.90, a price-to-earnings-growth ratio of 1.58 and a beta of 0.76.

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

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard highlighted a new Merchant Trust Services initiative designed to help banks and payment companies identify legitimate merchants and reduce scam activity, which could strengthen its fraud-prevention value proposition and deepen ties with issuers and merchants. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Positive Sentiment: Mastercard and JD.com expanded their partnership to improve cross-border payments infrastructure and payment experiences for travelers in China, a sign of continued international growth opportunities and stronger network usage. Mastercard, JD.com team up to expand payments infrastructure
• Positive Sentiment: Mastercard was recognized by the Organization of American States and The Trust for the Americas with the 2025 Corporate Citizen of the Americas Award, reinforcing its brand and social-impact profile. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Neutral Sentiment: Mastercard presented at J.P. Morgan’s technology, media and communications conference, which usually reinforces management’s strategic messaging but did not include a major new financial catalyst in the provided details. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: BDO and Mastercard marked 20 years of remittance and OFW-serving partnership in the Philippines, underscoring steady international business relationships. BDO, Mastercard mark 20 years of remittance partnership
• Neutral Sentiment: Several articles framed Mastercard as a strong payments network versus Visa and noted ongoing cross-border and issuer-related opportunities, but these were more commentary than fresh catalysts. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
• Negative Sentiment: Truist reportedly lowered its price target on Mastercard, which can weigh on sentiment by signaling more limited upside from current levels. Truist Lowers PT on Mastercard Incorporated (MA) Stock
• Negative Sentiment: Berkshire Hathaway said it is exiting its Mastercard position as part of a broader portfolio overhaul, a headline that may pressure the stock despite not changing Mastercard’s underlying operations. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. UBS Group decreased their price objective on Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Raymond James Financial set a $609.00 target price on shares of Mastercard in a report on Friday, May 1st. Finally, Royal Bank Of Canada decreased their target price on Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $656.00.

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.