Kepler Cheuvreux Suisse SA Purchases New Position in Mastercard Incorporated $MA

Key Points

• Kepler Cheuvreux Suisse SA bought 89,486 shares of Mastercard (~$50.89M) in Q3, making the stock about 2.8% of its portfolio and its fourth‑largest holding.
• Mastercard beat expectations in its latest quarter with $4.76 EPS vs. $4.24 expected and $8.81B in revenue (up 17.5% y/y), and reported a 45.65% net margin and 203.92% ROE.
• Analyst sentiment is largely positive (MarketBeat average target ~$670.61 with many Buy/Strong Buy ratings), Mastercard pays a $0.87 quarterly dividend (0.7% yield), and the stock trades at a relatively premium multiple (mid‑20s to low‑30s P/E range).

Kepler Cheuvreux Suisse SA purchased a new stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 89,486 shares of the credit services provider's stock, valued at approximately $50,890,000. Mastercard comprises approximately 2.8% of Kepler Cheuvreux Suisse SA's investment portfolio, making the stock its 4th largest holding.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider's stock valued at $3,594,000 after acquiring an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider's stock valued at $1,432,000 after acquiring an additional 200 shares in the last quarter. Davis R M Inc. boosted its holdings in Mastercard by 15.4% in the second quarter. Davis R M Inc. now owns 3,563 shares of the credit services provider's stock valued at $2,002,000 after acquiring an additional 475 shares in the last quarter. Addison Advisors LLC increased its position in Mastercard by 7.2% during the 2nd quarter. Addison Advisors LLC now owns 537 shares of the credit services provider's stock valued at $302,000 after purchasing an additional 36 shares during the period. Finally, Winch Advisory Services LLC increased its position in Mastercard by 0.8% during the 2nd quarter. Winch Advisory Services LLC now owns 3,223 shares of the credit services provider's stock valued at $1,811,000 after purchasing an additional 24 shares during the period. Hedge funds and other institutional investors own 97.28% of the company's stock.

Mastercard Stock Performance

Shares of Mastercard stock opened at $514.41 on Wednesday. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. The firm has a market capitalization of $458.75 billion, a P/E ratio of 31.14, a P/E/G ratio of 1.67 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. The business has a fifty day simple moving average of $537.04 and a two-hundred day simple moving average of $556.02.

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

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard’s move from a pure payments network toward high‑margin software and cybersecurity (VASS now >40% of revenue, strong CAGR) supports a higher multiple and recurring revenue thesis. This is a material strategic re‑rating theme for investors. Mastercard's Shift From Payments To Software
• Positive Sentiment: Mastercard signed a consumer credit‑information deal with TransUnion, expanding data assets and product cross‑sell opportunities for lending and fraud services — potential upside to data/analytics revenue. TransUnion, Mastercard ink consumer credit info deal
• Positive Sentiment: Mastercard launched an AI‑driven “virtual CFO” for small businesses to address a large underserved SMB market — a product that could boost volume, engagement and subscription‑style revenues. Most small businesses can’t afford a full-time finance chief. So Mastercard is debuting a ‘virtual CFO’ built with AI
• Positive Sentiment: BofA reinstated coverage of MA with a Buy rating and a $700 price target — a high‑profile broker endorsement that can support upside and attract momentum buyers. BofA Reinstates Coverage of Mastercard Incorporated (MA) With a Buy Rating
• Positive Sentiment: Mastercard is active on AI/transaction authentication for purchases initiated by AI agents — reinforcing its leadership in secure payments as commerce digitizes. This supports the firm’s cybersecurity/value‑added services narrative. When AI Makes the Purchase, Mastercard Wants Proof
• Neutral Sentiment: Mastercard’s presentation at the Wolfe Research FinTech forum (transcript) reiterates strategic priorities and product rollouts but contained no major surprise or new financial guidance, so it’s neutral for immediate price direction. Mastercard Presents at Wolfe Research FinTech Forum Transcript
• Neutral Sentiment: A valuation take notes MA is trading at ~25–26x P/E — “pricey but not overpriced.” That view can temper buying despite positive fundamentals, contributing to short‑term volatility. Mastercard at 25.9X P/E: Pricey, But Not Overpriced - Buy or Wait?
• Neutral Sentiment: PR and regional pieces (India AI inclusion, Miami tech coverage) highlight market expansion and tailwinds but are background items unlikely to move the stock immediately. Mastercard: Inclusive India Is Innovating AI To Create Economic Opportunities
• Negative Sentiment: Minor executive movement: a former Mastercard executive was named to a fintech competitor (Yuno), a small loss of talent that could prompt short‑term headlines but is unlikely to alter MA’s strategy. Yuno Appoints Former Mastercard Executive Mauricio Schwartzmann

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Daiwa Securities Group set a $610.00 target price on shares of Mastercard and gave the stock an "outperform" rating in a research report on Monday, February 2nd. Cantor Fitzgerald upgraded shares of Mastercard to a "strong-buy" rating in a research report on Tuesday, January 27th. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. TD Cowen raised their price objective on shares of Mastercard from $668.00 to $671.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Finally, Morgan Stanley lifted their price objective on Mastercard from $665.00 to $678.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Buy" and an average target price of $670.61.

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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