Bingham Private Wealth LLC Buys Shares of 2,449 Mastercard Incorporated $MA

Key Points

• Bingham Private Wealth LLC bought a new stake of 2,449 Mastercard shares in Q4 valued at about $1.398 million, representing 1.2% of its portfolio and the fund's 23rd largest holding.
• Other institutions also added to MA positions—State Street, Vanguard, Assenagon (up 792.2% to 865,523 shares) and Capital Research among them—leaving institutional ownership at 97.28%.
• Mastercard beat Q4 EPS estimates ($4.76 vs. $4.24) with revenue up 17.5% YoY to $8.81 billion, declared a $0.87 quarterly dividend, and carries a consensus analyst rating of Buy with a $662 price target.

Bingham Private Wealth LLC bought a new stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,449 shares of the credit services provider's stock, valued at approximately $1,398,000. Mastercard makes up 1.2% of Bingham Private Wealth LLC's portfolio, making the stock its 23rd largest position.

Several other hedge funds have also recently added to or reduced their stakes in MA. State Street Corp raised its stake in shares of Mastercard by 2.8% in the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider's stock worth $20,807,283,000 after buying an additional 997,536 shares in the last quarter. Vanguard Group Inc. raised its stake in shares of Mastercard by 1.2% in the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider's stock worth $45,181,341,000 after buying an additional 955,533 shares in the last quarter. Assenagon Asset Management S.A. raised its stake in shares of Mastercard by 792.2% in the 4th quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider's stock worth $494,110,000 after buying an additional 768,514 shares in the last quarter. Capital Research Global Investors raised its stake in shares of Mastercard by 6.5% in the 3rd quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider's stock worth $5,885,944,000 after buying an additional 629,941 shares in the last quarter. Finally, Danske Bank A S bought a new stake in shares of Mastercard in the 3rd quarter worth $245,980,000. Institutional investors own 97.28% of the company's stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Zacks highlights Mastercard's strong growth attributes and argues MA remains a multi-year compounder, supporting buy-side interest from growth investors. Is MasterCard (MA) a Solid Growth Stock? 3 Reasons to Think "Yes"
• Positive Sentiment: Zacks also reports that consensus analyst targets imply roughly ~28.8% upside, and notes that upward revisions to earnings estimates could drive further near-term gains. Wall Street Analysts Think MasterCard (MA) Could Surge 28.81%: Read This Before Placing a Bet
• Positive Sentiment: Seeking Alpha articles argue Mastercard is shifting toward higher‑margin data and services (now a sizable part of revenue) and present bullish valuation cases—these narratives can support a re-rating if execution and cross‑border/pass‑through volumes hold. Mastercard: More Than A Payment Network, And Still Undervalued
• Positive Sentiment: Another Seeking Alpha piece profiles Mastercard as a dividend‑growth idea on sale, which may attract income-seeking investors given MA's cash flow profile and buyback/dividend policy. Mastercard: Buy This Dividend Growth All-Star On Sale Now
• Neutral Sentiment: Mastercard confirmed it will report Q1 2026 results and host a conference call on April 30 — a key near-term catalyst that could drive volatility depending on guidance and margin commentary. Mastercard Incorporated to Host Conference Call on First Quarter 2026 Financial Results
• Neutral Sentiment: Mastercard is reportedly in talks on a digital financial‑inclusion project in Ethiopia — a potentially strategic geographic expansion but likely immaterial to near‑term revenue. Mastercard in talks for digital financial inclusion project in Ethiopia
• Negative Sentiment: Citigroup cut its price target on MA from $735 to $675 (while keeping a Buy rating) — the downward revision reduces the ceiling implied by sell‑side guidance and may cap upside or cool some momentum despite the retained positive rating. Benzinga

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Bank of America assumed coverage on Mastercard in a research note on Thursday, March 5th. They issued a "buy" rating and a $700.00 price objective on the stock. The Goldman Sachs Group reissued a "buy" rating and issued a $739.00 price objective on shares of Mastercard in a research note on Thursday, January 29th. Wall Street Zen raised Mastercard from a "hold" rating to a "buy" rating in a research note on Sunday, March 15th. Compass Point raised Mastercard from a "neutral" rating to a "buy" rating and boosted their price objective for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. Finally, Raymond James Financial dropped their price objective on Mastercard from $707.00 to $631.00 and set an "outperform" rating on the stock in a research note on Thursday, January 29th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $662.00.

Mastercard Trading Up 0.9%

NYSE:MA opened at $513.08 on Wednesday. The stock has a fifty day simple moving average of $511.78 and a 200 day simple moving average of $540.81. The firm has a market capitalization of $457.57 billion, a price-to-earnings ratio of 31.06, a price-to-earnings-growth ratio of 1.63 and a beta of 0.83. Mastercard Incorporated has a 1-year low of $480.50 and a 1-year high of $601.77. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion for the quarter, compared to analysts' expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.Mastercard's revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the business posted $3.82 EPS. Sell-side analysts forecast that Mastercard Incorporated will post 15.91 earnings per share 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 paid a $0.87 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard's dividend payout ratio (DPR) is currently 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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