Mastercard Incorporated $MA Shares Purchased by WCG Wealth Advisors LLC

Key Points

• WCG Wealth Advisors LLC increased its Mastercard stake by 30.7% in Q4, buying 9,574 additional shares and bringing its total holdings to 40,740 shares worth about $23.3 million.
• Other large institutional investors also boosted their positions, including Norges Bank, State Street, Vanguard, and Assenagon Asset Management, with 97.28% of Mastercard shares now held by hedge funds and other institutional investors.
• Mastercard’s stock was down 1.1% to $472.62, while the company’s latest earnings beat estimates on both EPS and revenue; analysts currently maintain a consensus Buy rating with an average price target of $656.04.

WCG Wealth Advisors LLC boosted its position in Mastercard Incorporated (NYSE:MA - Free Report) by 30.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 40,740 shares of the credit services provider's stock after acquiring an additional 9,574 shares during the quarter. WCG Wealth Advisors LLC's holdings in Mastercard were worth $23,257,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in MA. Norges Bank purchased a new position in Mastercard in the fourth quarter valued at about $6,705,708,000. State Street Corp raised its position in Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider's stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the period. Vanguard Group Inc. raised its position in Mastercard by 1.2% in the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider's stock valued at $45,181,341,000 after purchasing an additional 955,533 shares during the period. Assenagon Asset Management S.A. increased its position in shares of Mastercard by 792.2% during the fourth quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider's stock worth $494,110,000 after acquiring an additional 768,514 shares during the last quarter. Finally, Capital Research Global Investors increased its position in shares of Mastercard by 6.5% during the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider's stock worth $5,885,944,000 after acquiring an additional 629,941 shares during the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Stock Down 1.1%

Shares of Mastercard stock opened at $472.62 on Thursday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm has a market cap of $417.60 billion, a P/E ratio of 27.35, a P/E/G ratio of 1.49 and a beta of 0.74. Mastercard Incorporated has a fifty-two week low of $464.52 and a fifty-two week high of $601.77. The business has a 50-day moving average price of $500.38 and a 200 day moving average price of $525.79.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.Mastercard's quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the previous year, the company earned $3.73 earnings per share. On average, sell-side analysts forecast that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Dbs Bank raised Mastercard to a "moderate buy" rating in a research report on Friday, March 27th. Loop Capital reaffirmed a "buy" rating and set a $631.00 target price on shares of Mastercard in a research report on Wednesday. Wall Street Zen lowered Mastercard from a "buy" rating to a "hold" rating in a research report on Saturday, May 2nd. Tigress Financial lifted their target price on Mastercard from $730.00 to $735.00 and gave the stock a "strong-buy" rating in a research report on Friday, March 13th. Finally, Royal Bank Of Canada dropped their target price on Mastercard from $656.00 to $629.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $656.04.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding settlement capabilities to include stablecoin, intraday, weekend, and holiday options, a move that could improve payment efficiency and strengthen its role in digital asset infrastructure. Mastercard Prepares to Expand Network Capabilities for New Settlement Choices
• Positive Sentiment: Reports that Mastercard is backing a new stablecoin platform, alongside Stripe and Visa, suggest growing adoption of blockchain-based payments and possible new revenue opportunities. Mastercard and Visa Back Stealth Stablecoin Platform
• Positive Sentiment: Loop Capital reaffirmed its Buy rating and set a $631 price target, signaling confidence that Mastercard can continue to outperform from current levels. Benzinga coverage of Loop Capital rating
• Positive Sentiment: Mastercard is also being highlighted for testing instant cross-currency payments and broader cross-border settlement tools, which could support international transaction volume and deepen relationships with banks and merchants. Mastercard tests instant cross-currency payments on TIPS platform
• Neutral Sentiment: Mastercard named Ling Hai as its next CFO and moved Sachin Mehra into a new chief business officer role. The changes appear aimed at sharpening execution, but they also add some near-term uncertainty around leadership transition. Mastercard names Ling Hai CFO, moves Sachin Mehra to new role
• Neutral Sentiment: Mastercard’s presentation at the Evercore Global TMT Conference and commentary on Gen Z spending behavior were largely informational, offering no immediate catalyst but reinforcing the company’s longer-term consumer and network strategy. Mastercard Incorporated (MA) Presents at 2026 Evercore Global TMT Conference Transcript
• Negative Sentiment: A report that U.S. sanctions are interrupting Visa and Mastercard payments in Cuba is a reminder that geopolitical and regulatory issues can still disrupt network usage in certain markets. US sanctions interrupt Visa, Mastercard payments in Cuba

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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