Cryder Capital Partners LLP Has $129.19 Million Stock Holdings in Mastercard Incorporated $MA

Key Points

• Cryder Capital Partners LLP increased its Mastercard stake by 16.7% in Q4 to 226,299 shares worth $129.19 million, making MA its 7th-largest holding (7.6% of Cryder’s portfolio).
• Wall Street analysts maintain a consensus Buy on MA with an average price target of $657.07 (six Strong Buy, 21 Buy, 1 Hold, 1 Sell).
• Mastercard beat Q1 estimates with EPS of $4.60 versus $4.41 expected and revenue of $8.40 billion, and the stock trades at a $443.4B market cap with a P/E of 28.77; the company also declared a $0.87 quarterly dividend (≈0.7% yield).

Cryder Capital Partners LLP lifted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 16.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 226,299 shares of the credit services provider's stock after buying an additional 32,359 shares during the period. Mastercard comprises 7.6% of Cryder Capital Partners LLP's holdings, making the stock its 7th largest position. Cryder Capital Partners LLP's holdings in Mastercard were worth $129,190,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Vulcan Value Partners LLC boosted its holdings in shares of Mastercard by 6.5% in the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider's stock valued at $265,233,000 after buying an additional 28,331 shares during the period. Nicholson Wealth Management Group LLC boosted its holdings in shares of Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider's stock valued at $1,625,000 after buying an additional 1,730 shares during the period. Murphy Middleton Hinkle & Parker Inc. acquired a new position in shares of Mastercard in the fourth quarter valued at approximately $1,113,000. Mn Services Vermogensbeheer B.V. boosted its holdings in shares of Mastercard by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider's stock valued at $175,872,000 after buying an additional 4,700 shares during the period. Finally, Assetmark Inc. boosted its holdings in shares of Mastercard by 4.5% in the fourth quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider's stock valued at $130,902,000 after buying an additional 9,795 shares during the period. Institutional investors own 97.28% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on MA shares. Wolfe Research reiterated an "outperform" rating on shares of Mastercard in a report on Tuesday, March 17th. The Goldman Sachs Group reiterated a "buy" rating and issued a $739.00 price target on shares of Mastercard in a report on Thursday, January 29th. Susquehanna reduced their price target on shares of Mastercard from $670.00 to $665.00 and set a "positive" rating for the company in a report on Friday, May 1st. JPMorgan Chase & Co. reduced their price target on shares of Mastercard from $685.00 to $655.00 and set an "overweight" rating for the company in a report on Friday, January 30th. Finally, Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a report on Wednesday, January 28th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Buy" and an average price target of $657.07.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Morgan Stanley raised its price target (to $679) and reiterated an Overweight rating, signaling continued analyst confidence in Mastercard’s longer‑term growth despite recent market noise. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds
• Positive Sentiment: Mastercard is expanding its digital‑asset and on‑chain payment capabilities (BVNK acquisition, partnerships with MoonPay, Rain, KuCoin) — a revenue/volume tail that could lift payment-related fees and open new rails for programs and tokenized payments. Mastercard Deepens Digital Asset Push With Stablecoin And AI Payment Rails
• Positive Sentiment: Mastercard took a strategic stake in Astrada’s $3.8M seed round, signaling direct investment in the data layer for “autonomous finance” and closer ties to fintech innovation that could feed future products and merchant services. Astrada Raises Seed Round to Build the Data Layer for Autonomous Finance
• Positive Sentiment: Rain’s expansion of a stablecoin card network with Mastercard shows growing partner adoption for stablecoin‑linked consumer payment options — reinforces Mastercard’s push into crypto payment rails. Rain expands stablecoin card network with Mastercard partnership
• Positive Sentiment: Buy-side commentary (24/7 Wall St.) highlights Mastercard as a top pick after a Q1 beat and a favorable longer‑term thesis, supporting potential upside if results and growth catalysts persist. Mastercard Is One Of Our Top Picks After Q1 Beat
• Neutral Sentiment: Industry commentary on agentic commerce and B2B late payments shows Mastercard is building infrastructure and product responses (AI agents, B2B payment controls), which are strategic positives but gradual revenue levers. Mastercard Targets the Hidden Cost of Late B2B Payments
• Neutral Sentiment: Fundamental writeups (Seeking Alpha) reiterate strong ROE, margin profile and diversification into high‑margin services — supportive but already reflected to some extent in consensus multiples. Mastercard And Its Real Value
• Negative Sentiment: Royal Bank of Canada trimmed its price target to $629, reflecting more cautious near‑term expectations which can pressure sentiment and limit upside. Royal Bank Of Canada Cuts Mastercard NYSE: MA Price Target to $629.00
• Negative Sentiment: Raymond James flagged near‑term headwinds (travel/cross‑border and macro sensitivity noted in analyst commentary), contributing to today’s weaker trading as investors mark risk to near‑term growth. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds

Mastercard Stock Down 1.5%

NYSE:MA opened at $497.17 on Wednesday. The firm has a market capitalization of $443.38 billion, a price-to-earnings ratio of 28.77, a price-to-earnings-growth ratio of 1.58 and a beta of 0.76. Mastercard Incorporated has a twelve month low of $480.50 and a twelve month high of $601.77. The stock's 50 day moving average price is $506.16 and its two-hundred day moving average price is $535.39. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA - Get Free Report) last posted 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. The firm had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business's quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.73 EPS. Equities research analysts expect that Mastercard Incorporated will post 19.58 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be issued a dividend of $0.87 per share. 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 payout ratio is presently 20.14%.

Mastercard 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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