Parnassus Investments LLC reduced its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 14.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,809,280 shares of the credit services provider's stock after selling 313,779 shares during the period. Mastercard accounts for about 2.7% of Parnassus Investments LLC's portfolio, making the stock its 10th largest holding. Parnassus Investments LLC owned approximately 0.20% of Mastercard worth $1,032,882,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. raised its position in shares of Mastercard by 820.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider's stock valued at $26,000 after buying an additional 41 shares during the period. Foster Dykema Cabot & Partners LLC raised its position 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 valued at $32,000 after buying an additional 40 shares during the period. Tacita Capital Inc raised its position in shares of Mastercard by 50.0% during 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. Bay Harbor Wealth Management LLC raised its position in shares of Mastercard by 54.1% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider's stock valued at $33,000 after buying an additional 20 shares during the period. Finally, Birchbrook Inc. purchased a new stake in shares of Mastercard during the 4th quarter valued at approximately $37,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
- Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
- Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
- Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
- Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
- Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.
Mastercard Stock Down 0.6%
Mastercard stock opened at $486.04 on Friday. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $601.77. The stock's fifty day simple moving average is $499.36 and its 200-day simple moving average is $523.82. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm has a market capitalization of $429.46 billion, a P/E ratio of 28.13, a P/E/G ratio of 1.53 and a beta of 0.74.
Mastercard (NYSE:MA - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping analysts' consensus estimates of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter in the prior year, the company earned $3.73 earnings per share. The company's revenue was up 15.8% on a year-over-year basis. As a group, equities analysts expect that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.
Analyst Ratings Changes
Several analysts have recently commented on MA shares. BMO Capital Markets started coverage on shares of Mastercard in a research report on Tuesday, April 21st. They set an "outperform" rating and a $605.00 price target on the stock. Susquehanna cut their target price on Mastercard from $670.00 to $665.00 and set a "positive" rating on the stock in a research report on Friday, May 1st. Evercore reissued a "negative" rating on shares of Mastercard in a research report on Tuesday, March 17th. Morgan Stanley reissued an "overweight" rating and issued a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. Finally, Truist Financial cut their target price on Mastercard from $590.00 to $561.00 and set a "buy" rating on the stock in a research report on Tuesday, May 12th. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus target price of $656.04.
Read Our Latest Analysis on MA
Mastercard Company Profile
(
Free Report)
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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