SG Trading Solutions LLC Takes $4.58 Million Position in Mastercard Incorporated $MA

SG Trading Solutions LLC bought a new stake in Mastercard Incorporated (NYSE:MA) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 8,027 shares of the credit services provider’s stock, valued at approximately $4,582,000. Mastercard makes up about 1.1% of SG Trading Solutions LLC’s investment portfolio, making the stock its 17th biggest holding.

Other large investors also recently bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. lifted its position in Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after purchasing an additional 41 shares during the last quarter. Strive Financial Group LLC bought a new stake in shares of Mastercard in the 4th quarter worth about $27,000. Hyposwiss Advisors SA purchased a new stake in shares of Mastercard during the 4th quarter valued at about $29,000. Foster Dykema Cabot & Partners LLC raised its position in shares of Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after buying an additional 40 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC lifted its holdings in shares of Mastercard by 54.1% in the 4th 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 during the last quarter. Institutional investors own 97.28% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Weiss Ratings downgraded Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Susquehanna cut their target price on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research report on Friday, May 1st. Citigroup decreased their price target on Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Raymond James Financial set a $609.00 price target on Mastercard in a research report on Friday, May 1st. Finally, Royal Bank Of Canada dropped their price objective on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $656.04.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing deeper into AI-driven “agentic commerce” with its new Agent Pay and related partnerships, which could help it capture more of the next wave of digital payments as AI agents begin shopping and paying on behalf of consumers. Article Title
• Positive Sentiment: Mastercard expanded its cross-border payments footprint through partnerships involving PaidBy and the Appia Foundation, reinforcing its international network and transaction growth opportunities. Article Title
• Positive Sentiment: Zacks highlighted Mastercard’s network-focused model, faster growth profile, and estimated upside versus American Express, suggesting the stock may still have room to rerate as digital payments expand. Article Title
• Positive Sentiment: Mastercard announced a quarterly dividend, which can appeal to income-focused investors and signals continued cash generation and shareholder returns.
• Neutral Sentiment: Mastercard executives said consumers are still navigating the current economy reasonably well, which supports the view that spending trends remain stable but does not directly change the company’s outlook. Article Title
• Neutral Sentiment: Commentary on Mastercard’s former CMO and broader AI-driven marketing trends is more about the company’s thought leadership than a direct financial catalyst. Article Title
• Neutral Sentiment: Coverage comparing Mastercard with Remitly Global and a note about Mastercard being a top-ranked momentum stock are generally supportive, but they are more market commentary than new fundamentals. Article Title Article Title
• Negative Sentiment: News that Russia is working on a plan to remove Visa and Mastercard highlights geopolitical and regulatory risk that could weigh on long-term international payment volumes. Article Title

Mastercard Trading Down 0.5%

MA opened at $490.73 on Friday. The stock has a market cap of $433.60 billion, a price-to-earnings ratio of 28.40, a P/E/G ratio of 1.54 and a beta of 0.74. The stock’s 50 day moving average price is $499.08 and its 200-day moving average price is $521.98. Mastercard Incorporated has a one year low of $464.52 and a one year high of $601.77. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.98 and a current ratio of 0.98.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The firm had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the prior year, the business posted $3.73 earnings per share. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. On average, equities analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be given a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is 20.14%.

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.