M&T Bank Corp Has $9.35 Million Holdings in Mastercard Incorporated $MA

Key Points

• M&T Bank Corp cut its stake in Mastercard by 95.8% in the fourth quarter, selling 371,409 shares and holding 16,378 shares worth about $9.35 million after the sale.
• Mastercard posted a strong quarter with $4.76 EPS (beating estimates by $0.52) and revenue of $8.81 billion, with a 17.5% year-over-year revenue gain and very high profitability metrics (net margin 45.65%, ROE 203.92%).
• The company announced a quarterly dividend of $0.87 (annualized $3.48, 0.7% yield) and retains broad analyst support—consensus rating “Buy” with an average target price around $659.

M&T Bank Corp lessened its stake in Mastercard Incorporated (NYSE:MA - Free Report) by 95.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,378 shares of the credit services provider's stock after selling 371,409 shares during the quarter. M&T Bank Corp's holdings in Mastercard were worth $9,350,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Tacita Capital Inc boosted its holdings in shares of 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 last quarter. Foster Dykema Cabot & Partners LLC increased its holdings in shares of Mastercard by 250.0% during the 3rd 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 during the last quarter. Dagco Inc. increased its holdings in shares of 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 acquiring an additional 44 shares during the last quarter. TruNorth Capital Management LLC bought a new stake in Mastercard in the 3rd quarter valued at $46,000. Finally, Clayton Financial Group LLC raised its stake in Mastercard by 627.3% in the 4th quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider's stock valued at $46,000 after acquiring an additional 69 shares during the period. Institutional investors and hedge funds own 97.28% of the company's stock.

Mastercard Stock Up 0.4%

MA stock opened at $504.58 on Friday. 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 $449.99 billion, a price-to-earnings ratio of 30.54, a PEG ratio of 1.61 and a beta of 0.83. The business's fifty day moving average price is $507.62 and its two-hundred day moving average price is $537.86. Mastercard Incorporated has a fifty-two week low of $480.50 and a fifty-two week 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 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion during the quarter, compared to analysts' expectations of $8.80 billion. During the same quarter in the previous year, the business posted $3.82 earnings per share. Mastercard's quarterly revenue was up 17.5% on a year-over-year basis. On average, equities analysts anticipate that Mastercard Incorporated will post 19.52 earnings per share for the current year.

Mastercard Announces Dividend

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

Key Stories Impacting Mastercard

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

Analysts Set New Price Targets

MA has been the topic of a number of research analyst reports. Macquarie Infrastructure increased their price target on Mastercard from $660.00 to $675.00 and gave the company an "outperform" rating in a research note on Friday, January 30th. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the company an "outperform" rating in a research note on Monday, February 2nd. 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 research note on Friday, January 30th. Wolfe Research restated an "outperform" rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Wells Fargo & Company upped their price target on shares of Mastercard from $660.00 to $668.00 and gave the company an "overweight" rating in a research note on Thursday, January 29th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $659.00.

Mastercard 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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