Sandro Wealth Management LLC Makes New $3.83 Million Investment in Mastercard Incorporated $MA

Key Points

• Sandro Wealth Management initiated a new position in Mastercard, acquiring 6,702 shares worth about $3.83 million, roughly 3.2% of its portfolio and the firm's seventh-largest holding.
• Mastercard beat Q1 estimates, reporting $4.60 EPS vs. $4.41 expected and $8.40B revenue vs. $8.26B, with revenue up ~15.8% YoY and strong margins/ROE underpinning earnings momentum.
• Mastercard declared a quarterly dividend of $0.87 per share (annualized yield ~0.7%) and holds a consensus "Buy" rating with an average price target of $657.07, though some analysts trimmed targets and the stock has seen near-term volatility.

Sandro Wealth Management LLC bought a new position in Mastercard Incorporated (NYSE:MA - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 6,702 shares of the credit services provider's stock, valued at approximately $3,826,000. Mastercard comprises approximately 3.2% of Sandro Wealth Management LLC's portfolio, making the stock its 7th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the business. Alpine Bank Wealth Management increased its stake in Mastercard by 1.0% in the 3rd quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider's stock worth $1,034,000 after acquiring an additional 18 shares during the last quarter. Zullo Investment Group Inc. increased its stake in Mastercard by 1.7% in the 3rd quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider's stock worth $621,000 after acquiring an additional 18 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its stake in Mastercard by 20.0% in the 2nd 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. Barnes Dennig Private Wealth Management LLC increased its stake in Mastercard by 6.1% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 328 shares of the credit services provider's stock worth $187,000 after acquiring an additional 19 shares during the last quarter. Finally, FAS Wealth Partners Inc. increased its stake in Mastercard by 1.7% in the 3rd quarter. FAS Wealth Partners Inc. now owns 1,167 shares of the credit services provider's stock worth $664,000 after acquiring an additional 19 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q1 results beat expectations — Mastercard reported stronger-than-expected revenue and EPS, with revenue up ~16% YoY and margin/ROE remaining robust; that underpins the company’s earnings momentum. Read More.
• Positive Sentiment: MoonPay will issue a virtual Mastercard debit card to let AI agents and users spend stablecoins anywhere Mastercard is accepted — expands crypto-to-fiat flows across the Mastercard network and creates incremental payment volume. Read More.
• Positive Sentiment: Partnerships and product wins (Stripe integration, Wizard, Wells Fargo B2B efforts) reinforce Mastercard’s push into agentic commerce, tokenization and B2B card adoption — supports medium-term volume and fee growth. Read More.
• Positive Sentiment: Industry commentary highlights secular upside — analysts’ average price targets imply material upside and some firms have raised FY estimates, signaling continued analyst confidence in long-term growth. Read More.
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper read‑throughs on guidance and segment trends — useful for investors assessing sustainability of cross‑border and value‑added services growth. Read More.
• Negative Sentiment: Royal Bank of Canada trimmed its price target from $656 to $629 (still Outperform) — a downgrade in the target can prompt short-term selling even if the rating remains positive. Read More.
• Negative Sentiment: Susquehanna modestly lowered its target (from $670 to $665) — another target adjustment that may increase near-term volatility despite a positive stance. Read More.
• Negative Sentiment: Market reaction: several outlets note the stock fell despite earnings — suggests investor focus on valuation, buyback timing, margin pressure from rising expenses, or simply profit‑taking after recent gains. Read More.

Mastercard Price Performance

Shares of Mastercard stock opened at $495.78 on Friday. The company has a current ratio of 0.98, a quick ratio of 1.03 and a debt-to-equity ratio of 2.56. The firm has a market capitalization of $442.14 billion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 1.61 and a beta of 0.76. The business's 50-day moving average price is $506.73 and its 200-day moving average price is $536.24. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. The firm had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company's revenue was up 15.8% on a year-over-year basis. During the same period in the prior year, the company earned $3.73 EPS. Sell-side analysts forecast that Mastercard Incorporated will post 19.52 EPS for the current fiscal year.

Mastercard Dividend Announcement

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. This represents a $3.48 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard's dividend payout ratio (DPR) is presently 21.07%.

Analyst Ratings Changes

A number of equities analysts have weighed in on MA shares. Wells Fargo & Company upped their target price on Mastercard from $660.00 to $668.00 and gave the stock an "overweight" rating in a research note on Thursday, January 29th. Bank of America started coverage on Mastercard in a research note on Thursday, March 5th. They issued a "buy" rating and a $700.00 target price on the stock. Tigress Financial upped their target price on Mastercard from $730.00 to $735.00 and gave the stock a "strong-buy" rating in a research note on Friday, March 13th. Dbs Bank upgraded Mastercard to a "moderate buy" rating in a research report on Friday, March 27th. Finally, Royal Bank Of Canada reduced their price objective on Mastercard from $656.00 to $629.00 and set an "outperform" rating on the stock in a research report on Friday. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Mastercard has a consensus rating of "Buy" and an average price target of $657.07.

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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