Mastercard Incorporated $MA Shares Purchased by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 2.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 44,022 shares of the credit services provider’s stock after buying an additional 1,046 shares during the quarter. Mastercard makes up approximately 1.7% of United Asset Strategies Inc.’s portfolio, making the stock its 11th largest holding. United Asset Strategies Inc.’s holdings in Mastercard were worth $24,277,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Robinswood Financial LLC purchased a new stake in shares of Mastercard during the 1st quarter worth approximately $25,000. First Pacific Financial raised its holdings in shares of Mastercard by 113.8% in the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 33 shares during the period. Allied Private Wealth LLC bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $34,000. IMG Wealth Management Inc. lifted its stake in Mastercard by 58.7% in the third quarter. IMG Wealth Management Inc. now owns 73 shares of the credit services provider’s stock valued at $40,000 after purchasing an additional 27 shares during the last quarter. Finally, Premier Financial Group purchased a new position in Mastercard in the second quarter valued at approximately $39,000. Institutional investors own 97.28% of the company’s stock.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Adjusted EPS reached $5.31 versus the $5.17 consensus, while revenue rose 14% year over year to approximately $9.81 billion, above estimates of $9.66 billion. Net income increased 18% to about $4.6 billion. Mastercard Beats Q3 Earnings on Higher Cross-Border Volumes and Pricing
• Positive Sentiment: Payment activity remained healthy. Gross dollar volume increased 7%, purchase volume rose 9%, cross-border volume climbed 11% in local currency, and switched transactions grew 9%. Higher international activity and pricing helped drive the beat despite inflation and economic uncertainty. Mastercard caps strong quarter as consumer spending holds up
• Positive Sentiment: Value-added services are becoming a major growth engine. Services revenue jumped 19%, supported by fraud prevention, cybersecurity, data and marketing offerings. Adjusted operating margin expanded to 60.5%, adding to the earnings appeal. Mastercard Q3 2026: Six straight beats as value-added services surge
• Positive Sentiment: Investors see longer-term optionality in new payment technologies. Mastercard highlighted partnerships involving artificial intelligence, tokenized cards, stablecoins and “agentic commerce,” while expanding digital-payment acceptance through initiatives such as Google Pay in Nigeria. Mastercard backs tokenized card payments for agentic commerce
• Negative Sentiment: Cash-flow and leverage trends warrant monitoring. Nine-month operating cash flow fell 6% to $11.9 billion, while buybacks and dividends totaled $14.2 billion. Debt also increased by roughly $4.9 billion, creating a less favorable funding profile despite strong reported earnings. Mastercard Services Revenue Jumps 19%: Rapid Earnings Reaction

Insider Activity

In other news, insider Sachin Mehra sold 3,266 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total value of $1,907,344.00. Following the completion of the transaction, the insider directly owned 36,650 shares of the company’s stock, valued at $21,403,600. This trade represents a 8.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ling Hai sold 4,317 shares of Mastercard stock in a transaction on Friday, October 16th. The shares were sold at an average price of $620.00, for a total value of $2,676,540.00. Following the completion of the transaction, the chief financial officer owned 35,750 shares of the company’s stock, valued at approximately $22,165,000. This trade represents a 10.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 56,048 shares of company stock valued at $32,527,203. 0.09% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have weighed in on MA. Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, August 21st. Loop Capital boosted their target price on Mastercard from $631.00 to $647.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Barclays upped their price target on Mastercard from $640.00 to $660.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Daiwa Securities Group upped their price target on Mastercard from $580.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, August 6th. Finally, Morgan Stanley lifted their price objective on Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $683.94.

Mastercard Stock Performance

Shares of MA stock opened at $636.52 on Friday. The stock has a market capitalization of $557.60 billion, a P/E ratio of 35.01, a PEG ratio of 1.74 and a beta of 0.76. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. The firm’s 50 day moving average is $585.50 and its 200 day moving average is $535.85. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $641.57.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The company had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same period last year, the firm earned $4.38 EPS. Mastercard’s revenue for the quarter was up 14.0% on a year-over-year basis. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.91 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Friday, October 9th will be given a dividend of $0.87 per share. The ex-dividend date is Friday, October 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.5%. Mastercard’s dividend payout ratio is currently 19.14%.

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.