Deutsche Bank AG Has $1.90 Billion Position in Mastercard Incorporated $MA

Deutsche Bank AG increased its position in Mastercard Incorporated (NYSE:MA) by 8.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,336,603 shares of the credit services provider’s stock after buying an additional 249,932 shares during the quarter. Mastercard accounts for approximately 0.6% of Deutsche Bank AG’s investment portfolio, making the stock its 20th largest position. Deutsche Bank AG’s holdings in Mastercard were worth $1,904,800,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Paragon Private Wealth Management LLC increased its stake in shares of Mastercard by 14.1% in the fourth quarter. Paragon Private Wealth Management LLC now owns 1,660 shares of the credit services provider’s stock valued at $948,000 after buying an additional 205 shares during the period. Rise Advisors LLC increased its stake in shares of Mastercard by 6.5% in the fourth quarter. Rise Advisors LLC now owns 1,150 shares of the credit services provider’s stock valued at $657,000 after buying an additional 70 shares during the period. Motley Fool Asset Management LLC increased its stake in shares of Mastercard by 19.8% in the fourth quarter. Motley Fool Asset Management LLC now owns 120,299 shares of the credit services provider’s stock valued at $68,676,000 after buying an additional 19,877 shares during the period. Portfolio Design Labs LLC increased its stake in shares of Mastercard by 1.8% in the fourth quarter. Portfolio Design Labs LLC now owns 5,918 shares of the credit services provider’s stock valued at $3,378,000 after buying an additional 104 shares during the period. Finally, North Dallas Bank & Trust Co. acquired a new position in shares of Mastercard in the fourth quarter valued at approximately $481,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MA shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $679.00 price objective on shares of Mastercard in a research note on Friday, May 1st. Weiss Ratings cut Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Citigroup reduced their target price on Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Truist Financial reduced their target price on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. Finally, Susquehanna reduced their target price on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $656.04.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: A U.S. judge gave preliminary approval to Mastercard’s revised $38 billion swipe-fee settlement with merchants, a step that could help end a long-running antitrust dispute and remove a major legal uncertainty for the card network. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Positive Sentiment: Mastercard continues to highlight growth initiatives, including a new partnership with Clip, Ant International and Televisa-Univision on a digital wallet ecosystem in Mexico, which supports broader digital payments adoption and network usage. Clip Launches Mi Clip, a Digital Wallet Ecosystem, by Partnering with Ant International, Mastercard and Televisa-Univision
• Positive Sentiment: Recent commentary around Mastercard emphasized resilient spending trends and rising earnings estimates, reinforcing the view that the underlying business remains healthy despite the stock’s year-to-date decline. Mastercard Down 15% YTD Despite Strong Operations: Buy, Hold or Sell?
• Neutral Sentiment: Mastercard also presented at the RBC Capital Markets Global Financial Technology Conference, which is generally a routine investor-update event rather than a clear new catalyst. Mastercard Incorporated (MA) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
• Neutral Sentiment: Mastercard CEO comments about concerns over AI agentic commerce add color on future risks and opportunities, but do not appear to be an immediate fundamental headwind. Mastercard CEO shares grave concerns over AI agentic commerce

Mastercard Stock Performance

Shares of MA stock opened at $494.84 on Wednesday. The business’s 50 day simple moving average is $499.71 and its 200 day simple moving average is $524.47. Mastercard Incorporated has a one year low of $464.52 and a one year high of $601.77. The stock has a market capitalization of $437.23 billion, a PE ratio of 28.64, a PEG ratio of 1.51 and a beta of 0.74. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98.

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

About Mastercard

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.