Fifth Third Bancorp Has $435.52 Million Holdings in Mastercard Incorporated $MA

Key Points

• Fifth Third Bancorp increased its Mastercard stake by 25.7% in the first quarter, adding 178,479 shares and bringing its total to 871,642 shares worth about $435.5 million.
• Mastercard is seeing generally bullish sentiment from analysts and media, including a Barclays strong-buy upgrade and several firms raising or maintaining positive price targets, with consensus still at Buy.
• The company recently reported strong quarterly results, beating EPS and revenue estimates, and also announced a quarterly dividend of $0.87 per share payable on August 7.

Fifth Third Bancorp grew its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 25.7% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 871,642 shares of the credit services provider's stock after purchasing an additional 178,479 shares during the period. Mastercard comprises 0.8% of Fifth Third Bancorp's holdings, making the stock its 22nd largest holding. Fifth Third Bancorp owned 0.10% of Mastercard worth $435,525,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of MA. E Fund Management Hong Kong Co. Ltd. increased its stake in Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider's stock valued at $26,000 after acquiring an additional 41 shares during the last quarter. Strive Financial Group LLC bought a new position in Mastercard in the 4th quarter valued at approximately $27,000. Hyposwiss Advisors SA bought a new position in shares of Mastercard during the fourth quarter valued at $29,000. First Pacific Financial lifted its holdings in Mastercard by 113.8% during the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider's stock worth $31,000 after buying an additional 33 shares during the period. Finally, Bay Harbor Wealth Management LLC lifted its stake in shares of Mastercard by 54.1% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider's stock worth $33,000 after acquiring an additional 20 shares during the period. 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: Barclays upgraded Mastercard to strong-buy, adding to the bullish analyst backdrop and reinforcing confidence in the company’s long-term growth outlook.
• Positive Sentiment: Mastercard launched Agent Pay for Machines (AP4M), a platform designed to enable secure AI-agent and machine-to-machine payments, which could open a new growth avenue in emerging digital commerce. Mastercard (MA) Launches AP4M To Bring AI Agent Payments Onchain
• Positive Sentiment: Mastercard and VEON announced a partnership to expand financial services across several markets, highlighting continued international expansion and transaction-network growth potential. VEON (VEON), Mastercard (MA) Partner to Expand Financial Services
• Positive Sentiment: Analysts still expect strong fundamentals, and recent commentary emphasized Mastercard’s resilient operations and earnings-growth forecasts, which helped support the stock despite technical weakness.
• Neutral Sentiment: Mastercard will report second-quarter 2026 results on July 30, keeping investors focused on payment-volume trends, margins, and whether growth can justify the valuation. Mastercard Incorporated to Host Conference Call on Second Quarter 2026 Financial Results
• Neutral Sentiment: An insider sale of 200 shares was disclosed, but it was a small pre-planned transaction under a Rule 10b5-1 plan, so it is not a major signal by itself.
• Negative Sentiment: Mastercard’s move below its 200-day moving average may be weighing on sentiment, as traders often view that level as a key technical support point.
• Negative Sentiment: Broader concerns around stablecoin competition, regulatory fee pressure, and alternative payment rails could pressure legacy card-network stocks like Mastercard and Visa.

Insider Buying and Selling at Mastercard

In related news, insider Sandra A. Arkell sold 200 shares of Mastercard stock in a transaction on Monday, July 6th. The shares were sold at an average price of $540.00, for a total value of $108,000.00. Following the transaction, the insider owned 3,322 shares in the company, valued at $1,793,880. This trade represents a 5.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 4,828 shares of Mastercard stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $525.00, for a total value of $2,534,700.00. Following the completion of the transaction, the insider owned 16,429 shares in the company, valued at approximately $8,625,225. This represents a 22.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,005 shares of company stock valued at $3,689,976 over the last quarter. 0.09% of the stock is owned by company insiders.

Mastercard Price Performance

MA traded up $2.94 during trading on Friday, reaching $526.14. 1,616,894 shares of the company were exchanged, compared to its average volume of 3,819,577. The company's 50-day moving average is $499.66 and its two-hundred day moving average is $517.53. 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 Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The company has a market cap of $464.89 billion, a price-to-earnings ratio of 30.45, a P/E/G ratio of 1.64 and a beta of 0.73.

Mastercard (NYSE:MA - Get Free Report) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.41 by $0.19. The business had revenue of $8.40 billion for the quarter, compared to analysts' expectations of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the prior year, the company posted $3.73 EPS. Research analysts forecast that Mastercard Incorporated will post 19.61 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 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 of this dividend is Thursday, July 9th. Mastercard's payout ratio is currently 20.14%.

Analyst Ratings Changes

A number of analysts have commented on the stock. Piper Sandler initiated coverage on shares of Mastercard in a research report on Monday, June 29th. They set an "overweight" rating and a $597.00 price target on the stock. Truist Financial reduced their price target on shares of Mastercard from $590.00 to $561.00 and set a "buy" rating for the company in a research report on Tuesday, May 12th. Barclays began coverage on Mastercard in a research note on Wednesday. They set an "overweight" rating and a $640.00 price target for the company. Robert W. Baird increased their target price on shares of Mastercard from $660.00 to $680.00 and gave the company an "outperform" rating in a report on Tuesday, July 7th. Finally, Raymond James Financial set a $609.00 price target on Mastercard in a report on Friday, May 1st. Seven 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 issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $653.78.

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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