Tounjian Advisory Partners LLC Purchases 2,862 Shares of Mastercard Incorporated $MA

Key Points

• Tounjian Advisory Partners LLC boosted its Mastercard stake by 77% in Q4, purchasing 2,862 shares to hold 6,580 shares worth about $3.76 million, making MA roughly 1.3% of the firm's portfolio and its 14th-largest position.
• Mastercard beat quarterly expectations with EPS of $4.76 versus $4.24 est. and revenue of $8.81 billion (+17.5% YoY), supporting strong margins (net margin 45.65%) and continued analyst upgrades.
• The company is pursuing strategic growth—announcing the ~ $1.8 billion acquisition of BVNK to expand stablecoin/digital-asset capabilities—while analysts are largely bullish (average target ≈ $667.88) and institutional ownership is ~97%.

Tounjian Advisory Partners LLC raised its position in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 77.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,580 shares of the credit services provider's stock after buying an additional 2,862 shares during the quarter. Mastercard comprises approximately 1.3% of Tounjian Advisory Partners LLC's portfolio, making the stock its 14th biggest position. Tounjian Advisory Partners LLC's holdings in Mastercard were worth $3,756,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of MA. Vanguard Group Inc. increased its stake in shares of Mastercard by 1.2% in the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider's stock worth $45,181,341,000 after acquiring an additional 955,533 shares in the last quarter. State Street Corp boosted its stake in Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider's stock worth $20,807,283,000 after acquiring an additional 997,536 shares in the last quarter. Laurel Wealth Advisors LLC boosted its stake in Mastercard by 55,868.1% during the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider's stock worth $7,541,880,000 after acquiring an additional 13,397,168 shares in the last quarter. Norges Bank purchased a new stake in Mastercard in the second quarter worth about $6,725,317,000. Finally, Capital Research Global Investors grew its holdings in Mastercard by 6.5% in the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider's stock worth $5,885,944,000 after purchasing an additional 629,941 shares during the period. Institutional investors own 97.28% of the company's stock.

Mastercard Trading Up 1.2%

NYSE:MA opened at $496.91 on Friday. The company's 50 day moving average price is $525.06 and its 200-day moving average price is $551.00. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. 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 stock has a market cap of $443.15 billion, a price-to-earnings ratio of 30.08, a PEG ratio of 1.60 and a beta of 0.83.

Mastercard (NYSE:MA - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm's revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.82 EPS. On average, equities research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The firm also recently announced 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 dividend yield of 0.7%. Mastercard's dividend payout ratio (DPR) is presently 21.07%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Compass Point upgraded shares of Mastercard from a "neutral" rating to a "buy" rating and lifted their target price for the company from $620.00 to $735.00 in a report on Tuesday, January 13th. TD Cowen restated a "buy" rating on shares of Mastercard in a research note on Tuesday. HSBC raised Mastercard from a "hold" rating to a "strong-buy" rating in a research report on Monday, December 8th. Raymond James Financial lowered their price objective on Mastercard from $707.00 to $631.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Finally, Truist Financial set a $611.00 target price on Mastercard in a report on Tuesday, February 10th. Six analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Buy" and an average target price of $667.88.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Major strategic deal — Mastercard agreed to acquire BVNK for about $1.8 billion, strengthening its stablecoin and digital-asset infrastructure capabilities, a direct revenue/strategic growth catalyst as the company pushes deeper into crypto-enabled payments. Stablecoin Strategy: Mastercard to Acquire BVNK for US$1.8bn
• Positive Sentiment: Analyst upgrade — BNP Paribas Exane raised Mastercard from "neutral" to "outperform" and set a $600 price target, a bullish signal that can attract buyers and support near-term momentum. BNP Paribas Exane Upgrade
• Positive Sentiment: Bullish research/valuation views — recent analyst and independent commentary (e.g., Seeking Alpha) highlight Mastercard's high margins, transaction growth, and multi-year EPS runway, reinforcing the long-term investment case. Mastercard: You Swipe, I Win
• Neutral Sentiment: Legal update — London’s Court of Appeal has allowed Mastercard and Visa to appeal a ruling that their default merchant interchange fees breach competition law; the decision preserves the right to challenge the judgment but leaves the underlying antitrust risk unresolved. Allowed to Appeal UK Ruling
• Neutral Sentiment: Value/price-check coverage — several pieces examine whether the recent pullback makes MA a buy, noting solid fundamentals but some short-term share weakness versus historical highs; useful context for longer-term investors but not an immediate catalyst. Is Mastercard Offering Value After Recent Share Price Weakness?
• Negative Sentiment: Near-term market pressure — articles and market note flow highlight that Mastercard (and peers Visa/AmEx) have seen recent selling/“roughing up,” and some traders are positioning this as a buy-the-dip situation; that selling pressure can keep volatility and cap near-term upside. Why Mastercard Shares Are Trading Lower Today

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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