Crystal Rock Capital Management Has $9.21 Million Holdings in Mastercard Incorporated $MA

Key Points

• Crystal Rock Capital Management trimmed its stake in Mastercard by 13.4% in Q4, selling 2,500 shares and leaving 16,139 shares worth $9.213 million, with Mastercard comprising about 4.9% of the fund and its sixth-largest holding.
• Mastercard beat quarterly expectations with $4.76 EPS (vs. $4.24 est.) and $8.81 billion in revenue (+17.5% YoY), and declared a $0.87 quarterly dividend ($3.48 annualized; ex-dividend April 9, payable May 8).
• About 97.3% of MA is owned by institutions, and analysts’ consensus is a Buy with an average target price of $662, despite mixed individual ratings.

Crystal Rock Capital Management reduced its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 13.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 16,139 shares of the credit services provider's stock after selling 2,500 shares during the quarter. Mastercard makes up about 4.9% of Crystal Rock Capital Management's holdings, making the stock its 6th biggest holding. Crystal Rock Capital Management's holdings in Mastercard were worth $9,213,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MA. Brighton Jones LLC raised its holdings in Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider's stock valued at $3,594,000 after buying an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider's stock valued at $1,432,000 after buying an additional 200 shares during the last quarter. Betterment LLC raised its holdings in Mastercard by 6.5% during the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider's stock valued at $532,000 after buying an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC raised its holdings in Mastercard by 35.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider's stock valued at $380,548,000 after buying an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in Mastercard during the 2nd quarter valued at $431,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard Stock Up 0.6%

Shares of NYSE MA opened at $521.56 on Friday. 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 Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The firm has a market capitalization of $465.13 billion, a PE ratio of 31.57, a price-to-earnings-growth ratio of 1.66 and a beta of 0.83. The firm has a fifty day simple moving average of $509.92 and a two-hundred day simple moving average of $540.20.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The business had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. During the same period in the prior year, the business earned $3.82 EPS. The company's revenue for the quarter was up 17.5% on a year-over-year basis. Equities analysts expect that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

The firm 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. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard's dividend payout ratio (DPR) is presently 21.07%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Merchant-settlement removes an overhang and limits future litigation risk for the payments network, improving near-term operating visibility and potential expense savings. Visa, Mastercard settle merchant claims
• Positive Sentiment: Partnered with Lobster.cash to enable AI agent payments for existing cardholders — expands Mastercard’s addressable market into automated/agentic payments and Web3-linked use cases, a potential new revenue stream. Lobster.cash partners with Mastercard to enable secure AI agent payments for all existing card holders
• Positive Sentiment: Industry coverage highlights Mastercard’s strong earnings surprise history and analyst attention, supporting expectations for continued outperformance vs. estimates. That track record tends to underpin investor confidence around MA’s multiple. Will MasterCard (MA) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: New Canadian co-branded Mastercard product offers premium airline perks — supports card spend/loyalty but is incremental and localized, so limited broader revenue impact. New Canadian Mastercard offers first-class travel perks with major airline
• Neutral Sentiment: Macro data (weekly jobless claims below expectations) suggests resilience in US labor markets, which is broadly supportive for consumer spending and card volumes — a sector tailwind but not MA-specific. Weekly Jobless Claims Below Expectations
• Neutral Sentiment: Coverage on American Express ahead of its earnings highlights continued firm spending trends across the card industry; positive for network volumes but represents competitor activity rather than a direct MA catalyst. Should You Bet on AXP Ahead of Q1 Earnings? Key Factors to Watch
• Negative Sentiment: Investor concerns about Mastercard’s investments/exposure to emerging technologies and related execution or regulatory risk triggered selling pressure in some coverage; this sentiment can add volatility until clarity on returns and regulation arrives. Mastercard (MA) fell on concerns over emerging technologies
• Positive Sentiment: Fintech/industry write-ups on the Lobster.cash tie-up emphasize Mastercard’s push into agentic/payment innovation — consistent media coverage can accelerate merchant and partner interest. Agentic Waves: Mastercard Splashes out with lobster.cash
• Neutral Sentiment: Zacks note that MA is attracting investor attention summarizes the mix of positive fundamentals and headline risk — keeps MA in focus but doesn’t add a discrete catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Evercore reiterated a "negative" rating on shares of Mastercard in a report on Tuesday, March 17th. Raymond James Financial lowered their price target on shares of Mastercard from $707.00 to $631.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. BNP Paribas Exane upgraded shares of Mastercard from a "neutral" rating to an "outperform" rating and set a $600.00 price objective for the company in a report on Thursday, March 19th. Loop Capital assumed coverage on shares of Mastercard in a report on Tuesday, March 31st. They issued a "buy" rating and a $631.00 price objective for the company. Finally, Macquarie Infrastructure upped their price objective on shares of Mastercard from $660.00 to $675.00 and gave the stock an "outperform" rating in a report on Friday, January 30th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus target price of $662.00.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.