Mastercard Incorporated $MA Shares Purchased by Meiji Yasuda Asset Management Co Ltd.

Key Points

• Meiji Yasuda Asset Management increased its stake in Mastercard by 34.8%, buying 3,160 shares to hold 12,229 shares worth about $6.96 million as of the latest SEC filing.
• Mastercard posted a quarterly earnings beat with $4.76 EPS vs. $4.24 expected and $8.81 billion in revenue, showing strong profitability (net margin 45.65% and ROE 203.92%).
• Analyst sentiment is broadly positive with an average "Buy" consensus and an average price target of $670.61, while individual targets range as high as $739.00.

Meiji Yasuda Asset Management Co Ltd. raised its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 34.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 12,229 shares of the credit services provider's stock after buying an additional 3,160 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.'s holdings in Mastercard were worth $6,956,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of MA. Evolution Wealth Management Inc. acquired a new stake in shares of Mastercard in the 2nd quarter worth about $29,000. Robbins Farley boosted its stake in Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider's stock valued at $31,000 after purchasing an additional 18 shares during the period. Tacita Capital Inc boosted its stake in Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider's stock valued at $32,000 after purchasing an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC grew its position in Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider's stock worth $32,000 after purchasing an additional 40 shares during the last quarter. Finally, True Wealth Design LLC increased its stake in shares of Mastercard by 45.2% in the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider's stock valued at $34,000 after purchasing an additional 19 shares during the period. Institutional investors and hedge funds own 97.28% of the company's stock.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its partnership with SoFi to enable SoFiUSD stablecoin settlements across Mastercard’s global payments network — a move that could accelerate cross‑border and B2B settlement use cases and support fees from new rails. Mastercard's Stablecoin Moment: SoFiUSD Gets Global Settlement Rails
• Positive Sentiment: Analyst sentiment is supportive: Bank of America/other firms have highlighted card networks as defensive growth plays and some firms have raised price targets or maintain Buy ratings, giving upside to valuation expectations. BofA sees card networks as safest bets Mastercard Receives Consensus 'Buy'
• Neutral Sentiment: Corporate / partnership PR — a Mastercard executive was appointed to Delivering Good’s board (non‑financial/CSR news). Useful for reputation but unlikely to move fundamentals. Delivering Good Welcomes Three New Board Members
• Neutral Sentiment: Industry positioning: coverage of Mastercard trialing autonomous payment/AI agents and engaging with standards work — signals ongoing product innovation; timing and monetization remain uncertain. Mastercard, DBS and UOB trial autonomous payment AI agent Visa, Mastercard jockey to set agentic standards
• Negative Sentiment: Risk theme — analysts and stories are raising the prospect that AI shopping agents could reduce the role of card networks in commerce, a structural threat that could pressure long‑term growth assumptions. Are Visa and Mastercard vulnerable to AI shopping agents?
• Negative Sentiment: Regulatory/competitive concern — coverage arguing Europe needs a payments system independent of Visa/Mastercard highlights potential policy/headwinds that could limit market access or pricing power in key regions. Why Europe needs a payment system independent of Mastercard and Visa
• Negative Sentiment: Negative media spotlight — high‑profile commentators have advised caution on trading Mastercard, which can amplify short‑term selling pressure despite underlying fundamentals. Cramer's Stop Trading: Mastercard

Analysts Set New Price Targets

A number of research firms have recently weighed in on MA. Rothschild & Co Redburn set a $685.00 price target on Mastercard in a report on Wednesday, January 28th. Morgan Stanley raised their target price on Mastercard from $665.00 to $678.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $739.00 target price on shares of Mastercard in a research note on Thursday, January 29th. Weiss Ratings reiterated a "buy (b)" rating on shares of Mastercard in a research report on Thursday, January 22nd. Finally, Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an "outperform" rating in a report on Monday, February 2nd. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, Mastercard currently has an average rating of "Buy" and an average target price of $670.61.

Mastercard Trading Down 0.5%

Mastercard stock opened at $521.82 on Friday. The firm has a 50 day simple moving average of $539.50 and a 200-day simple moving average of $557.37. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. The stock has a market capitalization of $465.36 billion, a PE ratio of 31.59, a price-to-earnings-growth ratio of 1.67 and a beta of 0.83. Mastercard Incorporated has a 12-month low of $465.59 and a 12-month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last announced its earnings results 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. The firm had revenue of $8.81 billion for the quarter, compared to analysts' expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm's quarterly revenue was up 17.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.82 earnings per share. As a group, equities research analysts expect that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Dividend Announcement

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

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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