RKL Wealth Management LLC Sells 2,624 Shares of Mastercard Incorporated $MA

RKL Wealth Management LLC cut its position in Mastercard Incorporated (NYSE:MA) by 14.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,091 shares of the credit services provider’s stock after selling 2,624 shares during the quarter. Mastercard accounts for about 0.8% of RKL Wealth Management LLC’s holdings, making the stock its 23rd biggest holding. RKL Wealth Management LLC’s holdings in Mastercard were worth $9,153,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Evolution Wealth Management Inc. acquired a new stake in Mastercard during the 2nd quarter worth approximately $29,000. Robbins Farley increased its position in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Tacita Capital Inc raised 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 acquiring an additional 19 shares during the last quarter. True Wealth Design LLC lifted its holdings in shares of Mastercard by 45.2% during the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock worth $34,000 after purchasing an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. bought a new stake in shares of Mastercard in the second quarter worth $37,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard Trading Up 2.4%

Shares of MA stock opened at $509.86 on Thursday. 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 quick ratio of 1.03 and a current ratio of 1.03. The stock has a 50 day simple moving average of $547.16 and a two-hundred day simple moving average of $560.28. The company has a market cap of $454.70 billion, a P/E ratio of 30.86, a PEG ratio of 1.61 and a beta of 0.83.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate of $4.24 by $0.52. The company 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 quarterly revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.82 EPS. Research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

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

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its reach in Africa by partnering with a Tanzanian firm to accelerate digital-payments adoption, supporting regional volume growth and network expansion. Mastercard, Tananian firm partner to fast-track the transformation of digital payment
• Positive Sentiment: Mastercard is moving into transit payments (users can pay bus fares), a practical payments use case that can increase transactions and deepen merchant/consumer engagement. Mastercard users can pay bus fares
• Positive Sentiment: Reports note Mastercard is hiring for crypto/stablecoin and DeFi roles (e.g., Director of Crypto Flows), signaling continued investment in digital-asset rails that could open new fee pools and product offerings. Mastercard Is Staffing Up for Stablecoins and DeFi — Here’s What That Means
• Neutral Sentiment: Mastercard is selling its loyalty business, SessionM, to Capillary Technologies for $20 million — a small divestiture that trims non-core assets but is unlikely to move material revenue metrics. Capillary Technologies acquires SessionM from Mastercard for $20 million
• Neutral Sentiment: Zacks highlights that Mastercard is a heavily searched stock — increased attention can boost liquidity and short-term volatility but does not itself change fundamentals. Investors Heavily Search Mastercard Incorporated (MA): Here is What You Need to Know
• Negative Sentiment: Research firm Citrini warns that “agentic commerce” and AI-driven commerce models could disrupt card networks over time — a thematic risk that, if realized, would pressure long-term transaction volumes and margins. Visa, Mastercard, AmEx could be gutted by AI ‘agentic commerce’ threat, Citrini Research warns — but retail traders unfazed by selloff
• Negative Sentiment: European payment apps are pushing into retail payments to challenge Visa/Mastercard dominance in local markets — increased competition could pressure fee growth in certain regions. European payment app targets Visa, Mastercard dominance with retail payments push

Analyst Ratings Changes

MA has been the subject of several analyst reports. Morgan Stanley raised their target price on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Raymond James Financial lowered their price objective on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Wall Street Zen raised shares of Mastercard from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Finally, Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Six research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Mastercard presently has a consensus rating of “Buy” and an average target price of $669.27.

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.