Mastercard Incorporated $MA Shares Sold by Bristol John W & Co. Inc. NY

Key Points

• Bristol John W & Co. Inc. NY trimmed its position in Mastercard by 2.2%, selling 8,804 shares and leaving 391,427 shares valued at about $222.65 million, which represents roughly 3.5% of the firm's holdings and is its ninth-largest holding.
• Mastercard beat estimates in the latest quarter with $4.76 EPS versus a $4.24 consensus and revenue of $8.81 billion (up 17.5% YoY), reporting robust margins and return on equity.
• Analysts maintain a positive view on MA with a consensus rating of Buy and a consensus price target of $670.61, including recent bullish notes such as Bank of America initiating coverage at $700 and Compass Point raising its target to $735.

Bristol John W & Co. Inc. NY lessened its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 2.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 391,427 shares of the credit services provider's stock after selling 8,804 shares during the quarter. Mastercard comprises about 3.5% of Bristol John W & Co. Inc. NY's holdings, making the stock its 9th biggest holding. Bristol John W & Co. Inc. NY's holdings in Mastercard were worth $222,648,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in MA. Evolution Wealth Management Inc. purchased a new stake in Mastercard during the 2nd quarter worth approximately $29,000. Robbins Farley boosted its position in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider's stock valued at $31,000 after buying an additional 18 shares during the period. Tacita Capital Inc boosted its position in Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider's stock valued at $32,000 after buying an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC grew its stake in shares of Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider's stock worth $32,000 after acquiring an additional 40 shares in the last quarter. Finally, Sagard Holdings Management Inc. acquired a new position in shares of Mastercard in the second quarter worth $37,000. Hedge funds and other institutional investors own 97.28% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on MA. Bank of America initiated coverage on Mastercard in a research note on Thursday, March 5th. They issued a "buy" rating and a $700.00 price objective on the stock. Compass Point raised Mastercard from a "neutral" rating to a "buy" rating and boosted their target price for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. Evercore set a $610.00 price target on Mastercard in a research report on Friday, December 12th. Wall Street Zen cut Mastercard from a "buy" rating to a "hold" rating in a research note on Saturday, March 7th. Finally, Daiwa Securities Group set a $610.00 price objective on Mastercard and gave the stock an "outperform" rating in a research report on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus price target of $670.61.

Mastercard Stock Performance

NYSE:MA opened at $497.01 on Friday. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77. 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 firm has a market capitalization of $443.23 billion, a PE ratio of 30.09, a price-to-earnings-growth ratio of 1.63 and a beta of 0.83. The business's fifty day moving average price is $534.22 and its 200 day moving average price is $555.25.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.Mastercard's revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.82 EPS. On average, sell-side analysts anticipate that Mastercard Incorporated will post 15.91 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. Investors 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 of this dividend 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 launched a global Crypto Partner Program with ~85 crypto and payments firms (Binance, Circle, PayPal, Gemini, etc.), aiming to connect on‑chain assets to its card network—this accelerates potential new transaction volume and positioning in digital assets. Mastercard launches crypto partner program with 85 companies to reshape global payments
• Positive Sentiment: MA introduced a Virtual C‑Suite starting with an AI‑powered Virtual CFO for small businesses, a product that could drive subscription or platform revenue and deepen merchant/client data monetization. Mastercard's Virtual C-Suite Brings AI-Powered CFO to Small Firms
• Positive Sentiment: Partnership with Ericsson aims to simplify global digital money movement for telcos, fintechs and banks—helpful for scaling access in underbanked markets and expanding transaction rails. Ericsson and Mastercard Enhance Global Digital Money Movement and Accelerate Digital Financial Inclusion
• Positive Sentiment: Mastercard rolled out the Mastercard Global Commerce Suite for Small Businesses in APAC to simplify cross‑border payments for SMEs—could increase transaction volumes among growing merchants. Mastercard Simplifies Cross-Border Payments for Asia Pacific SMEs
• Positive Sentiment: Brazilian fintech Barte selected Mastercard’s risk intelligence via Oscilar for fraud and compliance—an example of banks/fintechs adopting Mastercard services beyond core processing. Barte Selects Oscilar’s AI-Native Risk Decisioning Platform to Transform Fraud and Compliance Operations
• Neutral Sentiment: Market commentary and “trending stock” pieces (Zacks/Yahoo) are driving investor attention; they summarize fundamentals and analyst expectations but contain no new company disclosures. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Comparative analysis pieces (e.g., Visa vs Mastercard) may influence flows by arguing relative valuation or growth tradeoffs, but they don't change MA’s fundamentals directly. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today?
• Neutral Sentiment: Customer perks like the Asia Gourmet Circle (Mastercard Collection) support card retention/brand but have limited near‑term revenue impact. The Mastercard Collection: Savor the Extraordinary with Mastercard's Asia Gourmet Circle Program
• Negative Sentiment: Opinion pieces on “agentic commerce” and AI agents highlight governance and regulatory risk as AI agents transact under delegated authority—this raises potential compliance and policy risk for payment networks enabling such flows. Europe’s Agentic commerce shift: Why AI agents are set to become economic actors

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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