National Bank of Canada FI Has $438.18 Million Stock Holdings in Mastercard Incorporated $MA

National Bank of Canada FI decreased its position in shares of Mastercard Incorporated (NYSE:MA) by 11.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 770,472 shares of the credit services provider’s stock after selling 100,261 shares during the period. National Bank of Canada FI’s holdings in Mastercard were worth $438,178,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its position in Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after acquiring an additional 2,028 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Mastercard by 8.5% in 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 during the period. Westwood Holdings Group Inc. grew its position in shares of Mastercard by 4.6% during the 2nd quarter. Westwood Holdings Group Inc. now owns 1,160 shares of the credit services provider’s stock worth $652,000 after purchasing an additional 51 shares in the last quarter. Ontario Teachers Pension Plan Board bought a new position in shares of Mastercard during the second quarter worth approximately $618,000. Finally, MTM Investment Management LLC bought a new position in shares of Mastercard during the second quarter worth approximately $100,000. 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: TRON joined Mastercard’s Crypto Partner Program — expands Mastercard’s on‑chain payments ecosystem and signals growing crypto-to-fiat rails that could drive new transaction volume and fees. TRON Joins Mastercard Crypto Partner Program
• Positive Sentiment: Mastercard added Borderless.xyz to its Crypto Partner Programme — another onboarding of crypto infrastructure players that broadens on‑chain payment options and partnerships. Mastercard adds Borderless.xyz to crypto partner programme
• Positive Sentiment: Cloudflare partnership on cybersecurity (Recorded Future / RiskRecon integration) — strengthens product offerings to small businesses and critical infrastructure, reducing partner risk and expanding enterprise/security revenue channels. This reinforces recent messaging that Mastercard is pushing beyond payments into security and data services. Cloudflare (NET), Mastercard (MA) Partner to Expand Cyber Defense for Small Businesses and Critical Infrastructure
• Positive Sentiment: New AI product rollouts — Mastercard’s Virtual C-Suite (agentic AI for small businesses) and an AI-powered travel concierge with MakeMyTrip showcase revenue diversification into AI-enabled services that could increase take-rates and data monetization. Mastercard (MA) Introduces Virtual C-Suite to Provide Small Businesses with Executive-Level Insights Mastercard, MakeMyTrip join forces to launch AI-powered travel concierge
• Positive Sentiment: Analyst/bullish coverage continues — a recent upgrade to Buy at Wall Street Zen and bullish write‑ups (Investomine summary / coverage pieces) keep sentiment supportive and may underpin demand as investors expect mid‑single digit EPS growth tailwinds from cross‑border volumes and value‑added services. Mastercard (NYSE:MA) Raised to Buy at Wall Street Zen
• Neutral Sentiment: Industry context and comparisons — pieces comparing PayPal, Visa and Mastercard highlight sector competition and differing growth drivers; these are background for investors but don’t change Mastercard’s near‑term narrative. PayPal vs. MasterCard: Which Fintech Stock Offers Greater Upside Now?

Mastercard Stock Up 1.9%

NYSE MA opened at $507.64 on Tuesday. The business has a fifty day moving average price of $531.70 and a two-hundred day moving average price of $553.47. The stock has a market capitalization of $452.71 billion, a PE ratio of 30.73, a PEG ratio of 1.61 and a beta of 0.83. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03.

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

Mastercard Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MA. Bank of America initiated coverage on Mastercard in a research note on Thursday, March 5th. They issued a “buy” rating and a $700.00 price target for the company. Rothschild & Co Redburn set a $685.00 price objective on Mastercard in a report on Wednesday, January 28th. Tigress Financial upped their target price on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday. Compass Point raised Mastercard from a “neutral” rating to a “buy” rating and increased their target price for the stock from $620.00 to $735.00 in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $656.00 price target on shares of Mastercard in a research report on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $670.83.

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.