William Allan Corp Lowers Stock Holdings in Mastercard Incorporated $MA

William Allan Corp lessened its position in shares of Mastercard Incorporated (NYSE:MA) by 8.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,848 shares of the credit services provider’s stock after selling 1,388 shares during the period. Mastercard makes up approximately 4.7% of William Allan Corp’s investment portfolio, making the stock its 4th largest position. William Allan Corp’s holdings in Mastercard were worth $8,446,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. LGT Financial Advisors LLC acquired a new position in Mastercard in the 2nd quarter valued at $25,000. Family Legacy Financial Solutions LLC bought a new stake in shares of Mastercard in the second quarter valued at about $26,000. Flaharty Asset Management LLC acquired a new position in shares of Mastercard in the first quarter valued at about $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Mastercard in the second quarter valued at about $29,000. Finally, IMG Wealth Management Inc. bought a new position in Mastercard during the second quarter worth about $31,000. Institutional investors own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on MA shares. Cowen reissued a “buy” rating on shares of Mastercard in a report on Friday, October 31st. UBS Group raised their price objective on Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Robert W. Baird upped their target price on Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a research report on Monday, October 6th. Macquarie increased their target price on Mastercard from $655.00 to $660.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Finally, Tigress Financial boosted their price target on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a research note on Thursday, November 6th. Five research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $657.48.

Mastercard Price Performance

Mastercard stock opened at $575.63 on Friday. The stock has a fifty day moving average of $557.43 and a 200-day moving average of $566.70. The stock has a market capitalization of $516.92 billion, a P/E ratio of 36.81, a price-to-earnings-growth ratio of 1.97 and a beta of 0.86. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last released its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.31 by $0.07. The firm had revenue of $8.60 billion for the quarter, compared to analysts’ expectations of $8.53 billion. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.The business’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.89 earnings per share. On average, sell-side analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.6%. 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. Mastercard’s payout ratio is currently 19.44%.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Investors rotated back into payments: Zacks notes MA is up ~7.6% over the past month as money flows out of AI trades into steady-growth payment networks, supporting demand for the stock. Mastercard Up 7.6% in a Month
• Positive Sentiment: New co‑brand card rollout: a Citi AAdvantage Globe Mastercard promotion (large bonus + credits) highlights ongoing card partnerships and product-level drivers of new accounts and spend. Such offers can boost TPV and interchange over time. Citi AAdvantage Globe Mastercard review
• Positive Sentiment: Non‑payment services are a growing revenue stream: reporting on how Visa and Mastercard expanded into data, risk services and tokenization underscores diversification beyond interchange, which supports margins and long‑term growth. How nonpayments became big business
• Neutral Sentiment: Commerce media and AI positioning: Mastercard’s commerce‑media strategy and comments about AI agents doing the buying point to new addressable markets, but monetization timelines remain unclear. Mastercard’s commerce media boss on AI agents
• Neutral Sentiment: Analyst coverage is mixed: recent pieces highlight MA as a strong growth name, but broker notes and reiterations (e.g., Monness Hold $525 vs. KBW Buy) show differing targets — this can mute volatility as investors await clearer catalysts. InsiderMonkey analyst roundup
• Neutral Sentiment: Apple Card issuer change: reports that Chase will take over Apple Card issuance introduce potential shifts in co‑brand and network arrangements; impact on MA’s fees/volumes is uncertain and worth monitoring. Apple Card moving to Chase
• Negative Sentiment: Regulatory/legal headwinds: a proposed Visa/Mastercard settlement that could change checkout experiences for shoppers may bring restrictions, remediation costs or revenue impacts if merchant rules or fee structures are altered. That raises downside risk to interchange and business model assumptions. Proposed Visa, Mastercard settlement

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.