Global Retirement Partners LLC Purchases 8,406 Shares of Mastercard Incorporated $MA

Key Points

• Global Retirement Partners LLC increased its Mastercard stake by 62.3% in the fourth quarter, buying 8,406 additional shares and bringing its total holdings to 21,899 shares worth about $12.5 million.
• Institutional ownership of Mastercard remains very high at 97.28%, and several other funds also added to or initiated positions in the company during recent quarters.
• Analysts remain broadly upbeat on Mastercard, with a consensus Buy rating and an average price target of $656; the company also recently beat quarterly earnings and revenue expectations.

Global Retirement Partners LLC lifted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 62.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,899 shares of the credit services provider's stock after acquiring an additional 8,406 shares during the quarter. Global Retirement Partners LLC's holdings in Mastercard were worth $12,502,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Vulcan Value Partners LLC lifted its holdings in Mastercard by 6.5% during the 3rd 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 in the last quarter. Nicholson Wealth Management Group LLC lifted its holdings in Mastercard by 153.6% during the 3rd 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 in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new stake in Mastercard during the 4th quarter valued at about $1,113,000. Assetmark Inc. lifted its holdings in Mastercard by 4.5% during the 4th 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 in the last quarter. Finally, Mn Services Vermogensbeheer B.V. lifted its holdings in Mastercard by 1.5% during the 3rd 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 in the last quarter. Institutional investors own 97.28% of the company's stock.

Analyst Ratings Changes

MA has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price objective on shares of Mastercard from $660.00 to $668.00 and gave the company an "overweight" rating in a report on Thursday, January 29th. Loop Capital initiated coverage on shares of Mastercard in a report on Tuesday, March 31st. They set a "buy" rating and a $631.00 price objective for the company. Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a research report on Wednesday, January 28th. Morgan Stanley reissued an "overweight" rating and set a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. Finally, Bank of America initiated coverage on shares of Mastercard in a research report on Thursday, March 5th. They set a "buy" rating and a $700.00 target price on the stock. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Mastercard currently has a consensus rating of "Buy" and a consensus price target of $656.00.

Mastercard Stock Down 0.2%

NYSE:MA opened at $498.59 on Thursday. The company has a market cap of $440.55 billion, a PE ratio of 28.85, a P/E/G ratio of 1.56 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 company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The company's 50 day moving average is $502.08 and its two-hundred day moving average is $530.11.

Mastercard (NYSE:MA - Get Free Report) last released its 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 company had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. Mastercard's revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.73 EPS. Analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current year.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a collaboration with Commercial International Bank to support digital payments innovation, reinforcing its growth strategy in electronic payments and partnerships. Mastercard has collaborated with Commercial International Bank to support digital payments innovation
• Positive Sentiment: Mastercard received support from analyst coverage and was cited as one of the better stocks to own, which may help reinforce investor confidence in the name. Mastercard Incorporated NYSE: MA Given Consensus Recommendation of "Buy" by Analysts
• Positive Sentiment: Mastercard was recognized by the Trust for the Americas and the Organization of American States with the 2025 Corporate Citizen of the Americas Award, a reputational positive. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Positive Sentiment: Mastercard continues to expand fraud prevention and merchant-trust tools through Merchant Trust Services, supporting its value-added services story. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Neutral Sentiment: Mastercard was highlighted in a conference presentation transcript, which is unlikely to move the stock by itself but may draw attention to management commentary. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Other mentions, including BDO’s remittance partnership anniversary and consumer card benefits articles, are broadly supportive of Mastercard’s network but not material enough to drive the stock on their own. BDO, Mastercard mark 20 years of remittance partnership
• Negative Sentiment: Recent comparison pieces suggest Visa has the edge over Mastercard on valuation and balance-sheet strength, which can pressure MA as investors rotate toward the perceived better-risk-adjusted option. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Negative Sentiment: Berkshire Hathaway said it is exiting its position in Mastercard, a headline that may add some selling pressure or sentiment drag even if the move is portfolio-specific. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

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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