Mastercard Incorporated $MA Position Boosted by Precedent Wealth Partners LLC

Precedent Wealth Partners LLC lifted its position in Mastercard Incorporated (NYSE:MA) by 141.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,475 shares of the credit services provider’s stock after purchasing an additional 865 shares during the period. Precedent Wealth Partners LLC’s holdings in Mastercard were worth $813,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the company. State Street Corp grew its position in Mastercard by 1.3% during the second quarter. State Street Corp now owns 36,964,305 shares of the credit services provider’s stock valued at $18,984,867,000 after buying an additional 486,283 shares during the period. Jennison Associates LLC raised its position in shares of Mastercard by 10.4% in the first quarter. Jennison Associates LLC now owns 5,123,041 shares of the credit services provider’s stock worth $2,559,779,000 after acquiring an additional 480,725 shares during the period. Dimensional Fund Advisors LP boosted its stake in shares of Mastercard by 1.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,225,359 shares of the credit services provider’s stock worth $2,111,216,000 after acquiring an additional 42,871 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Mastercard by 17.8% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,666,018 shares of the credit services provider’s stock worth $1,831,763,000 after acquiring an additional 554,366 shares in the last quarter. Finally, Amundi boosted its stake in shares of Mastercard by 5.8% during the 2nd quarter. Amundi now owns 3,626,416 shares of the credit services provider’s stock worth $1,862,527,000 after acquiring an additional 199,424 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Stock Performance

MA opened at $632.46 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 3.96. The company has a market cap of $554.04 billion, a price-to-earnings ratio of 34.79, a PEG ratio of 1.77 and a beta of 0.76. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $633.29. The firm’s fifty day simple moving average is $580.82 and its two-hundred day simple moving average is $538.90.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.77 by $0.27. The business had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The company’s revenue for the quarter was up 14.1% compared to the same quarter last year. During the same quarter last year, the business earned $4.15 earnings per share. Equities analysts anticipate that Mastercard Incorporated will post 19.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Friday, October 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio (DPR) is currently 19.14%.

Insider Transactions at Mastercard

In other Mastercard news, CEO Michael Miebach sold 16,628 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $567.68, for a total transaction of $9,439,383.04. Following the completion of the sale, the chief executive officer directly owned 115,921 shares in the company, valued at approximately $65,806,033.28. The trade was a 12.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julius Genachowski sold 371 shares of the stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $585.01, for a total value of $217,038.71. Following the transaction, the director directly owned 8,607 shares of the company’s stock, valued at $5,035,181.07. The trade was a 4.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 72,676 shares of company stock worth $41,966,586 in the last three months. 0.09% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on MA shares. JPMorgan Chase & Co. raised their target price on Mastercard from $655.00 to $720.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Raymond James Financial reaffirmed an “outperform” rating and issued a $632.00 price target (up from $609.00) on shares of Mastercard in a report on Friday, July 31st. UBS Group increased their price target on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Royal Bank Of Canada raised their price objective on Mastercard from $642.00 to $696.00 and gave the company an “outperform” rating in a report on Monday, August 31st. Finally, Robert W. Baird boosted their price objective on Mastercard from $660.00 to $710.00 and gave the company an “outperform” rating in a research report on Friday, October 9th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $682.66.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Tokenization could support revenue growth. UBS estimates payment-tokenization services may contribute low-single-digit percentage growth to Mastercard’s overall revenue and low-to-mid-single-digit growth in value-added services as digital payments expand and fraud prevention becomes more important. Visa and Mastercard tokenization fees could support revenue growth, UBS says
• Positive Sentiment: Upcoming earnings expectations are favorable. Analysts anticipate year-over-year earnings growth in Mastercard’s upcoming report, while recent results have exceeded consensus estimates for both earnings and revenue. This is reinforcing expectations for another potential earnings beat. MasterCard Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: Mastercard is expanding its technology and payments ecosystem. New initiatives include AI tools that help cardholders use benefits, developer APIs for AI-agent payments, stablecoin risk-assessment capabilities and a Global Money Platform developed with BVNK. These products could create future revenue streams and strengthen Mastercard’s role in digital commerce. Mastercard unveils AI assistant to help cardholders use benefits
• Positive Sentiment: Partnerships broaden payment volume opportunities. Agreements with Aurionpro for contactless transit payments in North America and BankIslami for Shariah-compliant cards could expand Mastercard’s acceptance footprint and transaction volumes. Its First-Party Trust program also targets rising “friendly fraud,” supporting merchant demand for Mastercard’s security services. Aurionpro, Mastercard Partner on Contactless Transit Payments in North America
• Neutral Sentiment: Valuation and execution remain considerations. Mastercard has substantially outperformed the broader market and trades at a premium earnings multiple. Investors will likely focus on whether upcoming results and guidance justify that valuation, particularly as the shares approach their 52-week high. Is the Market Underpricing Mastercard Stock?

Mastercard Profile

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.