Mirabaud Asset Management Ltd Acquires 1,445 Shares of Mastercard Incorporated $MA

Mirabaud Asset Management Ltd grew its holdings in Mastercard Incorporated (NYSE:MA) by 13.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,996 shares of the credit services provider’s stock after purchasing an additional 1,445 shares during the period. Mastercard makes up about 3.2% of Mirabaud Asset Management Ltd’s holdings, making the stock its 13th biggest position. Mirabaud Asset Management Ltd’s holdings in Mastercard were worth $6,774,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Tacita Capital Inc grew its stake in Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 19 shares in the last quarter. Foster Dykema Cabot & Partners LLC grew its stake in Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 40 shares in the last quarter. Bay Harbor Wealth Management LLC grew its stake in Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 20 shares in the last quarter. Dagco Inc. grew its stake in Mastercard by 200.0% during the fourth quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock valued at $38,000 after acquiring an additional 44 shares in the last quarter. Finally, Joseph Group Capital Management purchased a new position in Mastercard during the fourth quarter valued at approximately $44,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

MA stock opened at $495.39 on Monday. 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 Incorporated has a one year low of $480.50 and a one year high of $601.77. The stock has a market cap of $437.71 billion, a PE ratio of 28.67, a P/E/G ratio of 1.55 and a beta of 0.76. The firm has a 50 day simple moving average of $506.14 and a two-hundred day simple moving average of $534.56.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter in the previous year, the company earned $3.73 EPS. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. On average, analysts predict that Mastercard Incorporated will post 19.58 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 8th. Shareholders of record on Thursday, April 9th were paid a $0.87 dividend. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, April 9th. Mastercard’s payout ratio is currently 20.14%.

Wall Street Analyst Weigh In

MA has been the subject of several recent analyst reports. Evercore reaffirmed a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Truist Financial reduced their price objective on shares of Mastercard from $611.00 to $590.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Rothschild & Co Redburn set a $685.00 price objective on shares of Mastercard in a research note on Wednesday, January 28th. Finally, Bank of America initiated coverage on shares of Mastercard in a research note on Thursday, March 5th. They set a “buy” rating and a $700.00 price objective for the company. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $657.07.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a regional SME resilience program in the Middle East and North Africa to help small businesses navigate conflict-related trade disruptions, rising energy costs, and logistics strain, which could expand Mastercard’s role in business payments across the region. Mastercard Rallies Partners to Support MENA Small Businesses
• Positive Sentiment: Mastercard and Yellow Card are piloting stablecoin payment use cases in EEMEA, adding to the company’s push into digital asset and next-generation payment infrastructure. Mastercard, Yellow Card to pilot stablecoin payment use cases in EEMEA
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Mastercard, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Mastercard is being tied to multiple tokenized treasury and stablecoin initiatives with partners like JPMorgan, Ripple, and Ondo, which highlights its growing presence in blockchain-based payments and settlement. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Neutral Sentiment: Several articles note that Mastercard is a trending stock and worth watching, but they do not add new fundamentals or catalysts on their own. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Mastercard is preparing to launch services in Syria after a 15-year hiatus, a potentially incremental market expansion but not an immediate earnings driver. Mastercard prepares to launch services in Syria after 15 years
• Negative Sentiment: Macquarie lowered its price target on Mastercard, and Susquehanna also trimmed its target while noting slower April cross-border travel growth, signaling some caution around near-term volume trends. Here’s Why Macquarie Lowered PT on MasterCard (MA)
• Negative Sentiment: UK regulators are probing Mastercard, Visa, and PayPal over suspected anti-competitive conduct, which could increase legal and compliance risk for the payments industry. UK probes Mastercard, Visa, PayPal over suspected anti-competitive conduct

Mastercard 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.