Concurrent Investment Advisors LLC Has $20.51 Million Holdings in Mastercard Incorporated $MA

Key Points

• Concurrent Investment Advisors LLC increased its Mastercard stake by 49.5% in Q4, buying 11,895 shares to hold 35,923 shares valued at $20.51 million.

• Wall Street sentiment is broadly positive with a consensus Buy rating and an average price target of $659, supported by multiple Strong Buy/Buy analyst actions.

• Mastercard reported a quarterly EPS beat ($4.76 vs. $4.24) and revenue up 17.5%, has a market cap near $450 billion and a $0.87 quarterly dividend, though it faces regulatory and competitive risks.


Concurrent Investment Advisors LLC raised its holdings in Mastercard Incorporated (NYSE:MA - Free Report) by 49.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 35,923 shares of the credit services provider's stock after buying an additional 11,895 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Mastercard were worth $20,508,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Mastercard by 1.2% during the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider's stock worth $45,181,341,000 after purchasing an additional 955,533 shares during the period. State Street Corp raised its position in shares of Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider's stock worth $20,807,283,000 after purchasing an additional 997,536 shares during the period. Capital Research Global Investors raised its position in shares of Mastercard by 6.5% during the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider's stock worth $5,885,944,000 after purchasing an additional 629,941 shares during the period. Legal & General Group Plc raised its position in shares of Mastercard by 4.2% during the third quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider's stock worth $3,303,015,000 after purchasing an additional 235,403 shares during the period. Finally, Invesco Ltd. raised its position in shares of Mastercard by 6.4% during the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider's stock worth $3,218,638,000 after purchasing an additional 339,137 shares during the period. 97.28% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on MA shares. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $656.00 target price on shares of Mastercard in a research report on Friday, January 30th. Loop Capital started coverage on Mastercard in a research report on Tuesday, March 31st. They set a "buy" rating and a $631.00 target price on the stock. TD Cowen reaffirmed a "buy" rating on shares of Mastercard in a research report on Tuesday, March 17th. Wolfe Research reaffirmed an "outperform" rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Cantor Fitzgerald raised 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, twenty-one have assigned a Buy rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus price target of $659.00.

Mastercard Trading Up 0.4%

Shares of Mastercard stock opened at $504.58 on Friday. The stock has a fifty day simple moving average of $507.62 and a 200 day simple moving average of $537.86. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77. The company has a market capitalization of $449.99 billion, a P/E ratio of 30.54, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business's revenue for the quarter was up 17.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.82 EPS. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.52 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard's dividend payout ratio is 21.07%.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street expects earnings growth next week, boosting the prospect of an earnings beat that can drive the stock higher. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: BMO Capital Markets upgraded MA to "strong-buy," a bullish signal from a major shop that can support buying interest. BMO Upgrade Coverage
• Positive Sentiment: Multiple business expansions and partnerships — e.g., KuCoin launching a Mastercard‑powered USDC payment card in Australia and new initiatives in South Africa and Sri Lanka — underscore network growth and new revenue streams. KuCoin Debuts Mastercard-Powered USDC Payment Card in Australia
• Positive Sentiment: Corporate sustainability and revenue progress: Mastercard reported continued revenue growth and emissions reductions, reinforcing the quality growth narrative investors like. Mastercard grows revenue, reduces emissions for third straight year
• Positive Sentiment: Investor commentary and bullish write-ups (including a positive thesis summarized on Yahoo Finance) highlight MA’s valuation vs. growth and keep buy-side interest elevated. Is Mastercard Incorporated (MA) A Good Stock To Buy Now?
• Neutral Sentiment: Truist lowered its price target from $611 to $590 but kept a "buy" rating — slightly less upside than before but still supportive. Truist Lowers PT
• Neutral Sentiment: Valuation comparisons (PayPal vs. Mastercard) keep analysts debating relative value; these discussions can influence flows but are not an immediate catalyst. PYPL vs. MA: Which Stock Is the Better Value Option?
• Negative Sentiment: Regulatory/legal pressure: a new suit over card fees could increase litigation and regulatory scrutiny, creating a downside risk to margins and sentiment. Visa, Mastercard face new suit over card fees
• Negative Sentiment: Industry changes: reporting on a proposed Visa–Mastercard deal suggests merchants could gain tools to steer spending, which may pressure interchange revenue over time. Proposed Visa–Mastercard Deal Hands Merchants New Power to Steer Spending

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.

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