Mastercard Incorporated $MA Shares Sold by Chevy Chase Trust Holdings LLC

Chevy Chase Trust Holdings LLC decreased its stake in Mastercard Incorporated (NYSE:MA) by 1.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 441,558 shares of the credit services provider’s stock after selling 6,949 shares during the quarter. Mastercard makes up 0.7% of Chevy Chase Trust Holdings LLC’s holdings, making the stock its 19th largest position. Chevy Chase Trust Holdings LLC’s holdings in Mastercard were worth $251,163,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC boosted its position in Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Mastercard by 8.5% during the 2nd 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 in the last quarter. Massachusetts Financial Services Co. MA lifted its stake in shares of Mastercard by 25.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock valued at $3,580,909,000 after purchasing an additional 1,299,977 shares during the period. Foundations Investment Advisors LLC lifted its stake in shares of Mastercard by 4.5% in the 2nd quarter. Foundations Investment Advisors LLC now owns 33,940 shares of the credit services provider’s stock valued at $19,072,000 after purchasing an additional 1,456 shares during the period. Finally, Empower Advisory Group LLC boosted its holdings in Mastercard by 1.8% during the second quarter. Empower Advisory Group LLC now owns 368,495 shares of the credit services provider’s stock worth $207,072,000 after buying an additional 6,537 shares in the last quarter. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Stock Up 0.1%

Shares of NYSE MA opened at $497.98 on Friday. The company’s 50-day simple moving average is $532.92 and its 200-day simple moving average is $554.32. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The firm has a market cap of $444.11 billion, a price-to-earnings ratio of 30.14, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.82 EPS. Equities analysts predict that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s payout ratio is 21.07%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Launched a global Crypto Partner Program to connect 85+ crypto firms and on‑chain infrastructure to Mastercard’s card network, positioning MA to capture tokenized settlement and new rails for payments. Mastercard’s On-Chain Push
• Positive Sentiment: Expanded stablecoin ties — SoFiUSD can now be used as a settlement option across Mastercard’s network, opening use cases in cross‑border remittances, B2B payments and programmable treasury that could lower friction and fees for some flows. Can SoFi (SOFI) Leverage Its Mastercard Stablecoin Tie-Up
• Positive Sentiment: Rolled out AI-driven “Virtual C-Suite” starting with a Virtual CFO for small businesses — productizing payments data into actionable finance tools could deepen merchant relationships and create subscription/merchant-service revenue. Mastercard’s Virtual C-Suite Brings AI-Powered CFO
• Positive Sentiment: Partnered with Ericsson to simplify digital money movement for telcos, fintechs and banks — extension into telecom rails targets financial inclusion and new transaction flows in underbanked markets. Ericsson and Mastercard Enhance Global Digital Money Movement
• Positive Sentiment: Industry uptake: multiple blockchain firms (e.g., Ava Labs) and payments infrastructure providers are joining Mastercard’s program, signaling broader ecosystem support that could accelerate real-world usage. Ava Labs joins Mastercard program
• Neutral Sentiment: Analyst and retail interest is elevated with several “trending” and comparative pieces (e.g., Visa vs. Mastercard), which can increase trading volatility but don’t change fundamentals immediately. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy
• Negative Sentiment: Key risk: crypto/on‑chain initiatives face regulatory scrutiny and integration execution risks that could delay monetization or increase compliance costs — investors should weigh adoption timelines and regulatory exposure.

Analyst Ratings Changes

Several analysts recently commented on MA shares. Bank of America began coverage on shares of Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. Truist Financial set a $611.00 target price on shares of Mastercard in a research note on Tuesday, February 10th. Cantor Fitzgerald upgraded Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an “outperform” rating in a research note on Monday, February 2nd. Finally, Rothschild & Co Redburn set a $685.00 price target on Mastercard in a report on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $670.83.

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.