Munich Reinsurance Co Stock Corp in Munich Sells 11,556 Shares of Mastercard Incorporated $MA

Key Points

• Munich Re sold 11,556 Mastercard shares in Q4, trimming its position by 10.7% to 96,169 shares valued at about $55.53 million.
• Mastercard beat quarterly EPS estimates ($4.76 vs. $4.24) with revenue up 17.5% year-over-year, and announced a $0.87 quarterly dividend (annualized $3.48, ~0.7% yield).
• Analyst sentiment is broadly positive with a consensus "Buy" rating and an average price target of $659, supported by multiple recent upgrades.

Munich Reinsurance Co Stock Corp in Munich lowered its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 10.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 96,169 shares of the credit services provider's stock after selling 11,556 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich's holdings in Mastercard were worth $55,530,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Riggs Asset Managment Co. Inc. raised its position in shares of Mastercard by 20.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider's stock worth $61,000 after acquiring an additional 18 shares during the last quarter. Alpine Bank Wealth Management increased its holdings in Mastercard by 1.0% in the third quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider's stock valued at $1,034,000 after purchasing an additional 18 shares during the last quarter. Zullo Investment Group Inc. increased its holdings in Mastercard by 1.7% in the third quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider's stock valued at $621,000 after purchasing an additional 18 shares during the last quarter. Trail Ridge Investment Advisors LLC increased its holdings in Mastercard by 0.3% in the third quarter. Trail Ridge Investment Advisors LLC now owns 5,505 shares of the credit services provider's stock valued at $3,131,000 after purchasing an additional 19 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in Mastercard by 6.1% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 328 shares of the credit services provider's stock valued at $187,000 after purchasing an additional 19 shares during the last quarter. Institutional investors own 97.28% of the company's stock.

Analyst Upgrades and Downgrades

MA has been the subject of a number of recent analyst reports. Dbs Bank upgraded Mastercard to a "moderate buy" rating in a report on Friday, March 27th. BNP Paribas Exane raised Mastercard from a "neutral" rating to an "outperform" rating and set a $600.00 target price for the company in a research note on Thursday, March 19th. Tigress Financial boosted their target price on Mastercard from $730.00 to $735.00 and gave the company a "strong-buy" rating in a research note on Friday, March 13th. UBS Group decreased their target price on Mastercard from $700.00 to $650.00 and set a "buy" rating for the company in a research note on Tuesday, March 31st. Finally, Compass Point raised Mastercard from a "neutral" rating to a "buy" rating and boosted their target price for the company from $620.00 to $735.00 in a research note on Tuesday, January 13th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Buy" and a consensus target price of $659.00.

Key Mastercard News

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

Mastercard Stock Up 0.4%

NYSE:MA opened at $504.58 on Friday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. The company has a market cap of $449.99 billion, a PE ratio of 30.54, a PEG ratio of 1.61 and a beta of 0.83. Mastercard Incorporated has a 52-week low of $480.50 and a 52-week high of $601.77. The stock has a 50-day simple moving average of $507.62 and a 200 day simple moving average of $537.86.

Mastercard (NYSE:MA - Get Free Report) last posted its quarterly earnings data 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. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. During the same period last year, the company earned $3.82 earnings per share. Mastercard's quarterly revenue was up 17.5% on a year-over-year basis. On average, sell-side analysts expect that Mastercard Incorporated will post 19.52 EPS for the current fiscal year.

Mastercard Announces Dividend

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