Snyder Capital Management L P Boosts Stock Position in Mastercard Incorporated $MA

Key Points

• Snyder Capital Management raised its Mastercard stake by 42.7%, buying 35,755 shares to hold 119,413 shares worth about $67.9 million as of the latest SEC filing.
• Wall Street is broadly bullish on MA with a consensus rating of Buy and an average price target of $670.61, supported by recent upgrades (e.g., Compass Point raising its target to $735).
• Mastercard posted a quarterly beat with EPS $4.76 vs. $4.24 expected and revenue of $8.81 billion (up 17.5% YoY), and announced a quarterly dividend of $0.87 per share (ex-dividend April 9, yield ~0.7%).

Snyder Capital Management L P lifted its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 42.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 119,413 shares of the credit services provider's stock after buying an additional 35,755 shares during the period. Snyder Capital Management L P's holdings in Mastercard were worth $67,923,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of MA. Evolution Wealth Management Inc. bought a new stake in shares of Mastercard in the 2nd quarter worth approximately $29,000. Robbins Farley grew its holdings in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider's stock valued at $31,000 after purchasing an additional 18 shares during the last quarter. Tacita Capital Inc raised its position in Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider's stock worth $32,000 after purchasing an additional 19 shares during the period. True Wealth Design LLC lifted its stake in Mastercard by 45.2% in the second quarter. True Wealth Design LLC now owns 61 shares of the credit services provider's stock worth $34,000 after purchasing an additional 19 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in Mastercard during the second quarter valued at about $37,000. Hedge funds and other institutional investors own 97.28% of the company's stock.

Wall Street Analysts Forecast Growth

MA has been the subject of a number of recent research reports. 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. Dbs Bank raised Mastercard to a "moderate buy" rating in a research note on Friday, February 6th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Mastercard in a research note on Thursday, January 22nd. Daiwa Securities Group set a $610.00 price target on shares of Mastercard and gave the company an "outperform" rating in a report on Monday, February 2nd. Finally, TD Cowen raised their price target on shares of Mastercard from $668.00 to $671.00 and gave the stock a "buy" rating in a report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Mastercard presently has an average rating of "Buy" and a consensus price target of $670.61.

Mastercard Stock Performance

NYSE:MA opened at $523.69 on Thursday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The firm's fifty day simple moving average is $541.76 and its 200 day simple moving average is $558.24. The stock has a market cap of $467.03 billion, a P/E ratio of 31.70, a price-to-earnings-growth ratio of 1.68 and a beta of 0.83. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77.

Mastercard (NYSE:MA - Get Free Report) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate 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 net margin of 45.65% and a return on equity of 203.92%. The company's quarterly revenue was up 17.5% compared to the same quarter last year. During the same period last year, the company posted $3.82 EPS. As a group, research analysts predict that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders 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 of this dividend is Thursday, April 9th. Mastercard's payout ratio is presently 21.07%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard partnered with SoFi to test SoFiUSD stablecoin as a settlement option across Mastercard’s network — a notable move into digital-asset settlement that could expand cross-border and B2B payment flows and deepen network relevance. SoFi Mastercard Stablecoin Deal Shifts Focus To Payments Infrastructure Growth
• Positive Sentiment: Truist nudged its price target higher to $611 and articles highlight billionaire investor interest — analyst upgrades and institutional optimism support upside narrative for MA shares. MasterCard (MA) Positioned To Benefit From Optimism Around Other Network Assessments
• Positive Sentiment: Live trial of an autonomous AI payment agent with DBS and UOB in Singapore demonstrates product innovation and potential for new, higher-frequency payment use cases — helps reinforce Mastercard’s tech leadership. Mastercard, DBS and UOB successfully trial autonomous payment by AI agent in Singapore
• Positive Sentiment: Product and market expansion items — Rogers/Canada premium tier launch and Taipei contactless metro rollouts — signal continued issuer and transit adoption, supporting volume growth. Mastercard launches premium tier in Canada with Rogers as debut Mastercard Brings Contactless Metro Payments and Reforestation to Taipei
• Neutral Sentiment: Industry ecosystem moves — Stripe’s support for Mastercard agentic tokens and BNPL integrations — are supportive long-term but incremental for near-term revenue. Stripe Will Support Visa And Mastercard Agentic Tokens And Back BNPL for Klarna And Affirm
• Neutral Sentiment: Investor-facing activity: management presented at the Morgan Stanley TMT conference and published research on cybercrime impacts — helps the narrative but unlikely to drive big near-term moves. Mastercard Incorporated (MA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Mastercard: What Spending Data Tells Us About Cyberattacks
• Negative Sentiment: Policy/competitive risk: commentary urging Europe to develop an independent payments system highlights regulatory pushback that could lower future interchange fees or limit network share in a major region — a tangible downside risk for MA’s long-term take rates. Why Europe needs a payment system independent of Mastercard and Visa

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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