Benjamin Edwards Inc. Sells 2,023 Shares of Mastercard Incorporated $MA

Key Points

• Benjamin Edwards Inc. sold 2,023 shares of Mastercard in Q4, trimming its stake by 1.6% to 122,878 shares valued at about $70.18 million, which represents 0.8% of its portfolio and leaves Mastercard as its 21st largest holding; roughly 97.3% of Mastercard is owned by institutional investors.
• Mastercard beat Q1 expectations (EPS $4.60 vs. $4.41; revenue $8.40B, +15.8% YoY), and analysts remain largely positive with a consensus "Buy" rating and an average price target of about $657.07, despite a few recent target trims.

Benjamin Edwards Inc. cut its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 122,878 shares of the credit services provider's stock after selling 2,023 shares during the period. Mastercard makes up 0.8% of Benjamin Edwards Inc.'s investment portfolio, making the stock its 21st biggest holding. Benjamin Edwards Inc.'s holdings in Mastercard were worth $70,175,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Foster Dykema Cabot & Partners LLC increased its holdings 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 acquiring an additional 40 shares during the last quarter. Tacita Capital Inc increased its holdings in shares of Mastercard by 50.0% during the 3rd 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. Dagco Inc. increased its holdings in shares of Mastercard by 200.0% during the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider's stock valued at $38,000 after acquiring an additional 44 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of Mastercard during the 4th quarter valued at about $44,000. Finally, Clayton Financial Group LLC increased its holdings in shares of Mastercard by 627.3% during the 4th quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider's stock valued at $46,000 after acquiring an additional 69 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on MA. Tigress Financial increased their price objective on Mastercard from $730.00 to $735.00 and gave the company a "strong-buy" rating in a report on Friday, March 13th. Weiss Ratings lowered Mastercard from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, April 24th. Loop Capital initiated coverage on Mastercard in a report on Tuesday, March 31st. They issued a "buy" rating and a $631.00 target price on the stock. BNP Paribas Exane raised Mastercard from a "neutral" rating to an "outperform" rating and set a $600.00 target price on the stock in a report on Thursday, March 19th. Finally, Rothschild & Co Redburn set a $685.00 target price on Mastercard in a report on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $657.07.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q1 results beat expectations — Mastercard reported stronger-than-expected revenue and EPS, with revenue up ~16% YoY and margin/ROE remaining robust; that underpins the company’s earnings momentum. Read More.
• Positive Sentiment: MoonPay will issue a virtual Mastercard debit card to let AI agents and users spend stablecoins anywhere Mastercard is accepted — expands crypto-to-fiat flows across the Mastercard network and creates incremental payment volume. Read More.
• Positive Sentiment: Partnerships and product wins (Stripe integration, Wizard, Wells Fargo B2B efforts) reinforce Mastercard’s push into agentic commerce, tokenization and B2B card adoption — supports medium-term volume and fee growth. Read More.
• Positive Sentiment: Industry commentary highlights secular upside — analysts’ average price targets imply material upside and some firms have raised FY estimates, signaling continued analyst confidence in long-term growth. Read More.
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper read‑throughs on guidance and segment trends — useful for investors assessing sustainability of cross‑border and value‑added services growth. Read More.
• Negative Sentiment: Royal Bank of Canada trimmed its price target from $656 to $629 (still Outperform) — a downgrade in the target can prompt short-term selling even if the rating remains positive. Read More.
• Negative Sentiment: Susquehanna modestly lowered its target (from $670 to $665) — another target adjustment that may increase near-term volatility despite a positive stance. Read More.
• Negative Sentiment: Market reaction: several outlets note the stock fell despite earnings — suggests investor focus on valuation, buyback timing, margin pressure from rising expenses, or simply profit‑taking after recent gains. Read More.

Mastercard Stock Performance

MA opened at $495.78 on Friday. The firm has a market capitalization of $442.14 billion, a P/E ratio of 30.01, a price-to-earnings-growth ratio of 1.61 and a beta of 0.76. The stock's 50 day moving average price is $506.73 and its two-hundred day moving average price is $536.24. The company has a quick ratio of 1.03, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last released its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 analyst estimates of $8.26 billion. During the same quarter last year, the firm posted $3.73 EPS. The company's revenue was up 15.8% on a year-over-year basis. On average, equities analysts forecast that Mastercard Incorporated will post 19.52 earnings per share for the current year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued 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 of this dividend is Thursday, April 9th. Mastercard's dividend payout ratio (DPR) is presently 21.07%.

About Mastercard

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.

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