Mastercard Incorporated $MA Shares Sold by Flossbach Von Storch SE

Key Points

• Flossbach Von Storch SE reduced its Mastercard stake by 2.1%, selling 12,348 shares and retaining 578,461 shares valued at about $330.23 million, making MA its 25th-largest holding.
• A U.S. judge is reviewing a proposed $38 billion swipe-fee settlement involving Visa and Mastercard, creating regulatory and legal uncertainty that could pose downside risk.
• Wall Street sentiment remains broadly positive — MarketBeat shows a consensus "Buy/Strong Buy" with an average price target of $659 (roughly a 28% implied upside) and institutional ownership near 97%.

Flossbach Von Storch SE lowered its position in Mastercard Incorporated (NYSE:MA - Free Report) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 578,461 shares of the credit services provider's stock after selling 12,348 shares during the quarter. Mastercard makes up about 1.3% of Flossbach Von Storch SE's holdings, making the stock its 25th biggest holding. Flossbach Von Storch SE owned about 0.06% of Mastercard worth $330,232,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MA. Foster Dykema Cabot & Partners LLC grew its stake in shares of Mastercard by 250.0% during the third 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 in the last quarter. Tacita Capital Inc raised its stake in Mastercard by 50.0% in the third 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 in the last quarter. Dagco Inc. lifted its holdings in Mastercard by 200.0% during the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider's stock worth $38,000 after buying an additional 44 shares during the last quarter. Clayton Financial Group LLC lifted its holdings in Mastercard by 627.3% during the 4th quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider's stock worth $46,000 after buying an additional 69 shares during the last quarter. Finally, TruNorth Capital Management LLC purchased a new position in shares of Mastercard in the 3rd quarter valued at about $46,000. Institutional investors and hedge funds own 97.28% of the company's stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street bullishness: aggregate analyst coverage shows a “Strong Buy” consensus and an average implied upside of ~28%, citing Mastercard as one of the top big-name stocks to buy — this supports upside expectations. Wall Street Anticipates 28% Upside To Mastercard Incorporated (MA)
• Positive Sentiment: Analyst support remains: several firms (BMO initiating Outperform, Citi and others reiterating Buy) maintain constructive ratings and multi-hundred-dollar price targets, signaling continued institutional confidence even after some target trims. Mastercard (MA): Among the Best Fintech Stocks to Invest In
• Positive Sentiment: Corporate reputation boost: Mastercard won the 2025 Corporate Citizen Americas Award, reinforcing ESG credentials that can support longer-term institutional demand. Mastercard Wins 2025 Corporate Citizen Americas Award
• Neutral Sentiment: Earnings and guidance focus: previews and analyst previews (Zacks, Seeking Alpha) highlight expectations for Q1 results and key metric scrutiny — this raises focus on upcoming results but isn’t a clear directional catalyst until actual numbers are released. Countdown to MasterCard (MA) Q1 Earnings
• Neutral Sentiment: Payments market context: consumer card comparisons and retail card dynamics matter for network volumes over time but the recent retail-card comparison coverage is background industry color rather than a direct, immediate driver for MA. Here's how credit cards from Costco, Amazon, Target and Walmart compare
• Negative Sentiment: Legal overhang: a U.S. judge is reviewing the proposed $38 billion swipe-fee settlement involving Visa and Mastercard — this creates regulatory/legal uncertainty and potential financial/PR downside if the settlement is altered or blocked. US judge reviews Visa, Mastercard $38 billion swipe fee settlement

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Tigress Financial raised 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. Dbs Bank raised Mastercard to a "moderate buy" rating in a report on Friday, March 27th. Raymond James Financial dropped their price target on shares of Mastercard from $707.00 to $631.00 and set an "outperform" rating on the stock in a research note on Thursday, January 29th. BMO Capital Markets initiated coverage on shares of Mastercard in a report on Tuesday, April 21st. They set an "outperform" rating and a $605.00 price objective on the stock. Finally, UBS Group reduced their price objective on shares of Mastercard from $700.00 to $650.00 and set a "buy" rating for the company in a research report on Tuesday, March 31st. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Mastercard currently has an average rating of "Buy" and an average price target of $659.00.

Mastercard Stock Up 0.5%

Mastercard stock opened at $506.53 on Tuesday. The company has a market capitalization of $451.73 billion, a P/E ratio of 30.66, a PEG ratio of 1.62 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. Mastercard Incorporated has a fifty-two week low of $480.50 and a fifty-two week high of $601.77. The stock has a 50-day simple moving average of $507.38 and a 200-day simple moving average of $536.89.

Mastercard (NYSE:MA - Get Free Report) last announced its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion during 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 business's revenue was up 17.5% on a year-over-year basis. During the same period in the prior year, the firm earned $3.82 EPS. Equities research analysts expect that Mastercard Incorporated will post 19.52 earnings per share for the current year.

Mastercard Dividend Announcement

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

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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