Charles Lim Capital Ltd Takes $15.70 Million Position in Mastercard Incorporated $MA

Charles Lim Capital Ltd bought a new stake in Mastercard Incorporated (NYSE:MA) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 27,500 shares of the credit services provider’s stock, valued at approximately $15,699,000. Mastercard comprises 4.3% of Charles Lim Capital Ltd’s investment portfolio, making the stock its 7th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in MA. Brighton Jones LLC grew its position in shares of Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after purchasing an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. grew its position in shares of Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares during the last quarter. Betterment LLC grew its position in shares of Mastercard by 6.5% in the second quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after purchasing an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC grew its position in shares of Mastercard by 35.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after purchasing an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new stake in Mastercard during the second quarter worth approximately $431,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Stock Performance

NYSE MA opened at $489.36 on Friday. The company has a market capitalization of $432.39 billion, a price-to-earnings ratio of 28.32, a PEG ratio of 1.52 and a beta of 0.74. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The stock has a fifty day simple moving average of $499.31 and a 200 day simple moving average of $523.57. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The business 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 quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the business posted $3.73 earnings per share. Sell-side analysts expect that Mastercard Incorporated will post 19.6 EPS for the current year.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines (AP4M), a new payment framework designed to let AI agents and autonomous machines make secure transactions, send micropayments, and settle across multiple payment types. The initiative is backed by more than 30 industry participants and includes crypto and fintech partners, which could open a new growth avenue in AI-powered commerce. Article: Mastercard Introduces Agent Pay for Machines to Enable Autonomous AI Transactions
• Positive Sentiment: A U.S. federal judge gave preliminary approval to Mastercard’s revised $38 billion swipe-fee settlement, moving a decades-long antitrust case closer to resolution. Investors may view this as reducing legal overhang, even though merchants remain unhappy and the final outcome is still pending. Article: Mastercard Incorporated (MA) gains 2% Over Preliminary Judicial Approval of $38 billion Swipe-Fee Settlement
• Neutral Sentiment: Mastercard also announced leadership changes, including Ling Hai moving into the CFO role and Sachin Mehra taking on a newly created Chief Business Officer position. This is more of a governance update than an immediate operating catalyst. Article: Mastercard announces leadership changes
• Neutral Sentiment: Cuba’s central bank said it will suspend all Visa and Mastercard transactions there after a processing partnership collapsed under U.S. sanctions pressure. The direct financial impact appears limited, but it highlights ongoing geopolitical and payment-network disruptions. Article: Cuba’s Central Bank to Suspend all Visa and Mastercard Transactions
• Negative Sentiment: Recent commentary on Mastercard’s valuation notes that the stock has been under pressure over the past months and remains below key moving averages, suggesting investors are still cautious despite the positive news flow. Article: A Look At Mastercard (MA) Valuation After Recent Share Price Weakness

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on MA shares. Truist Financial reduced their price target on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. BNP Paribas Exane raised Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price target on the stock in a research report on Thursday, March 19th. Evercore reissued a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Citigroup reduced their price target on Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Mastercard has a consensus rating of “Buy” and an average target price of $656.04.

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.