PNC Financial Services Group Inc. Lowers Stock Holdings in Mastercard Incorporated $MA

PNC Financial Services Group Inc. lowered its position in shares of Mastercard Incorporated (NYSE:MA) by 0.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 831,086 shares of the credit services provider’s stock after selling 4,711 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Mastercard were worth $472,730,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of MA. LGT Financial Advisors LLC purchased a new stake in Mastercard in the second quarter worth approximately $25,000. Evolution Wealth Management Inc. bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $29,000. IMG Wealth Management Inc. purchased a new stake in shares of Mastercard in the 2nd quarter valued at $31,000. Robbins Farley raised its position in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares during the period. Finally, Tacita Capital Inc grew its stake in shares of 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 buying an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Quarterly results/revenue beat — Mastercard reported revenue and spending trends that topped forecasts, reinforcing the company’s exposure to resilient consumer and electronic payments volume. This is the primary fundamental support for shares. Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend
• Positive Sentiment: Analyst upgrades to near-term estimates — Zacks raised several near-term EPS estimates (notably FY2026 and some 2026 quarters), implying improved expected earnings momentum into 2026 that can support valuation if sustained. MarketBeat MA overview / Zacks note
• Neutral Sentiment: Dividend payment — Mastercard paid its $0.87 quarterly dividend on Feb. 9, reflecting steady shareholder returns but not an unexpected change to the company’s capital allocation policy. Carrier Global’s Quiet Dividend Strategy Deserves Attention
• Neutral Sentiment: Investor outreach — Mastercard announced participation in investor conferences in March, which provides additional management access for investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Negative Sentiment: Mixed / trimmed longer‑term estimates — Zacks also trimmed several 2027 quarterly and FY2027 EPS forecasts even as it raised other near-term/longer-term numbers; the mixed revisions add uncertainty around multi-year growth cadence and may temper enthusiasm. MarketBeat MA overview / Zacks note
• Negative Sentiment: Profit‑taking and valuation pressure — after the earnings beat and a multi‑month run near all‑time highs, investors appear to be taking profits and reacting to any mixed signals from analysts; MA’s valuation metrics and distance from moving averages make it vulnerable to short‑term pullbacks even on good news. (No external link)

Mastercard Price Performance

MA opened at $518.43 on Friday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.12 and a current ratio of 1.03. The stock has a market capitalization of $465.55 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 1.67 and a beta of 0.83. The stock’s 50 day moving average price is $553.85 and its 200-day moving average price is $563.15. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77.

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, beating the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm’s revenue for the quarter was up 17.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.82 earnings per share. On average, equities research analysts predict that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on MA shares. JPMorgan Chase & Co. lowered their target price on Mastercard from $685.00 to $655.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. The Goldman Sachs Group reiterated a “buy” rating and issued a $739.00 price objective on shares of Mastercard in a research report on Thursday, January 29th. Daiwa America raised Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 2nd. Morgan Stanley lifted their target price on shares of Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Finally, Daiwa Securities Group set a $610.00 price target on shares of Mastercard and gave the company an “outperform” rating in a report on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Mastercard presently has a consensus rating of “Buy” and an average target price of $669.27.

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.