Mirae Asset Global Investments Co. Ltd. Purchases 22,074 Shares of Mastercard Incorporated $MA

Mirae Asset Global Investments Co. Ltd. lifted its position in Mastercard Incorporated (NYSE:MA) by 15.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 165,432 shares of the credit services provider’s stock after buying an additional 22,074 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Mastercard were worth $94,099,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Laurel Wealth Advisors LLC increased its stake in Mastercard by 55,868.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after purchasing an additional 13,397,168 shares in the last quarter. Norges Bank acquired a new position in shares of Mastercard in the second quarter valued at approximately $6,725,317,000. Massachusetts Financial Services Co. MA raised its holdings in shares of Mastercard by 25.6% during the second quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock worth $3,580,909,000 after acquiring an additional 1,299,977 shares during the period. Vanguard Group Inc. lifted its position in Mastercard by 1.2% in the 2nd quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after acquiring an additional 931,132 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in Mastercard by 2.8% during the 2nd quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock worth $11,062,509,000 after purchasing an additional 542,841 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Price Performance

NYSE:MA opened at $521.18 on Thursday. Mastercard Incorporated has a one year low of $465.59 and a one year high of $601.77. The company has a market cap of $468.02 billion, a P/E ratio of 33.32, a P/E/G ratio of 1.76 and a beta of 0.86. The firm’s fifty day moving average price is $554.28 and its two-hundred day moving average price is $564.58. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. The company had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. Mastercard’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the company posted $3.89 EPS. Equities analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be given a $0.87 dividend. The ex-dividend date of this dividend is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is currently 22.25%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Cantor Fitzgerald upgraded MA to a “strong-buy,” which supports near-term buying interest and lifts sentiment among institutional investors. Cantor Fitzgerald Upgrade
• Positive Sentiment: A Seeking Alpha analysis projects 13%–16.5% annual EPS growth through 2028 and estimates a fair value near $616, highlighting durable margin profile and long-term transaction growth that justify premium multiples. Mastercard: Just Keep Swiping
• Positive Sentiment: Mastercard is expanding agentic AI products and partnerships (banking/retail automation and an agent-led payments trial), which could drive new revenue streams and product differentiation over time. Mastercard Launches Agentic AI Suite
• Neutral Sentiment: Analyst and media coverage (Zacks, Yahoo/Zacks analyst blog) is keeping MA in focus ahead of its quarterly report — expectations point to double-digit revenue and EPS growth but also note a stretched valuation. Is Mastercard Stock a Smart Bet Ahead of Q4?
• Neutral Sentiment: Multiple outlets note Mastercard’s high institutional ownership and strong profitability metrics — positive fundamentals but they also underpin the stock’s premium multiple and sensitivity to growth misses. Head-To-Head Analysis: Mastercard & Ryvyl
• Negative Sentiment: Competitive risk: Capital One’s acquisition activity (Brex) and broader bank consolidation/fintech push are cited as potential long-term competitive threats to card processors’ margins and volumes. Investors may price in this risk alongside premium valuation. Capital One Stock Weak After Earnings, Brex Deal in Focus

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on MA shares. Macquarie increased their price objective on Mastercard from $655.00 to $660.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Robert W. Baird lifted their price objective on shares of Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a report on Monday, October 6th. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Morgan Stanley set a $665.00 price target on shares of Mastercard and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Evercore ISI set a $610.00 price target on shares of Mastercard in a research report on Friday, December 12th. Five research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $661.70.

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.