Mastercard Incorporated $MA Position Reduced by Calamos Advisors LLC

Key Points

• Calamos Advisors trimmed its stake in Mastercard by 2.5% in Q4, selling 6,231 shares and ending the quarter with 240,682 shares worth about $137.4 million.
• Other institutional investors mostly increased holdings (Montrusco Bolton up 24% to 382,750 shares) and institutional ownership stands at 97.28%, showing continued heavy institutional exposure.
• Fundamentals and sentiment remain positive: Mastercard beat Q4 EPS estimates ($4.76 vs. $4.24), revenue rose 17.5% year-over-year, the company declared a quarterly dividend of $0.87, and analysts maintain a consensus "Buy" rating with a $659 target price.

Calamos Advisors LLC decreased its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,682 shares of the credit services provider's stock after selling 6,231 shares during the period. Calamos Advisors LLC's holdings in Mastercard were worth $137,401,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Montrusco Bolton Investments Inc. raised its holdings in Mastercard by 24.0% during the fourth quarter. Montrusco Bolton Investments Inc. now owns 382,750 shares of the credit services provider's stock worth $214,165,000 after purchasing an additional 74,110 shares in the last quarter. Segment Wealth Management LLC raised its holdings in Mastercard by 6.3% during the fourth quarter. Segment Wealth Management LLC now owns 7,108 shares of the credit services provider's stock worth $4,058,000 after purchasing an additional 423 shares in the last quarter. TBH Global Asset Management LLC raised its holdings in Mastercard by 10.4% during the fourth quarter. TBH Global Asset Management LLC now owns 19,975 shares of the credit services provider's stock worth $11,403,000 after purchasing an additional 1,887 shares in the last quarter. Golden Reserve Retirement LLC bought a new stake in Mastercard during the fourth quarter worth approximately $305,000. Finally, Wise Wealth Partners raised its holdings in Mastercard by 9.0% during the fourth quarter. Wise Wealth Partners now owns 860 shares of the credit services provider's stock worth $491,000 after purchasing an additional 71 shares in the last quarter. Institutional investors own 97.28% of the company's stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street expects earnings growth next week, boosting the prospect of an earnings beat that can drive the stock higher. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: BMO Capital Markets upgraded MA to "strong-buy," a bullish signal from a major shop that can support buying interest. BMO Upgrade Coverage
• Positive Sentiment: Multiple business expansions and partnerships — e.g., KuCoin launching a Mastercard‑powered USDC payment card in Australia and new initiatives in South Africa and Sri Lanka — underscore network growth and new revenue streams. KuCoin Debuts Mastercard-Powered USDC Payment Card in Australia
• Positive Sentiment: Corporate sustainability and revenue progress: Mastercard reported continued revenue growth and emissions reductions, reinforcing the quality growth narrative investors like. Mastercard grows revenue, reduces emissions for third straight year
• Positive Sentiment: Investor commentary and bullish write-ups (including a positive thesis summarized on Yahoo Finance) highlight MA’s valuation vs. growth and keep buy-side interest elevated. Is Mastercard Incorporated (MA) A Good Stock To Buy Now?
• Neutral Sentiment: Truist lowered its price target from $611 to $590 but kept a "buy" rating — slightly less upside than before but still supportive. Truist Lowers PT
• Neutral Sentiment: Valuation comparisons (PayPal vs. Mastercard) keep analysts debating relative value; these discussions can influence flows but are not an immediate catalyst. PYPL vs. MA: Which Stock Is the Better Value Option?
• Negative Sentiment: Regulatory/legal pressure: a new suit over card fees could increase litigation and regulatory scrutiny, creating a downside risk to margins and sentiment. Visa, Mastercard face new suit over card fees
• Negative Sentiment: Industry changes: reporting on a proposed Visa–Mastercard deal suggests merchants could gain tools to steer spending, which may pressure interchange revenue over time. Proposed Visa–Mastercard Deal Hands Merchants New Power to Steer Spending

Mastercard Stock Performance

Shares of MA stock opened at $504.58 on Friday. Mastercard Incorporated has a 1-year low of $480.50 and a 1-year high of $601.77. 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 company has a market capitalization of $449.99 billion, a price-to-earnings ratio of 30.54, a P/E/G ratio of 1.61 and a beta of 0.83. The stock's fifty day simple moving average is $507.62 and its 200-day simple moving average is $537.86.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter in the previous year, the company posted $3.82 earnings per share. Mastercard's revenue for the quarter was up 17.5% compared to the same quarter last year. On average, sell-side analysts predict that Mastercard Incorporated will post 19.52 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.87 per share. The ex-dividend date is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. Mastercard's payout ratio is currently 21.07%.

Analysts Set New Price Targets

Several equities research analysts recently commented on MA shares. Wall Street Zen raised Mastercard from a "hold" rating to a "buy" rating in a report on Sunday, March 15th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Mastercard in a report on Thursday, January 22nd. Tigress Financial upped their price target on Mastercard from $730.00 to $735.00 and gave the company a "strong-buy" rating in a report on Friday, March 13th. JPMorgan Chase & Co. dropped their price target on Mastercard from $685.00 to $655.00 and set an "overweight" rating on the stock in a report on Friday, January 30th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating and issued a $739.00 price target on shares of Mastercard in a report on Thursday, January 29th. Six 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 company presently has a consensus rating of "Buy" and a consensus target price of $659.00.

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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