Mastercard Incorporated $MA Shares Purchased by Sarasin & Partners LLP

Sarasin & Partners LLP raised its stake in Mastercard Incorporated (NYSE:MA) by 2.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 727,985 shares of the credit services provider’s stock after purchasing an additional 20,686 shares during the period. Mastercard comprises 4.1% of Sarasin & Partners LLP’s investment portfolio, making the stock its 6th biggest position. Sarasin & Partners LLP owned approximately 0.08% of Mastercard worth $413,597,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. LGT Financial Advisors LLC purchased a new position in Mastercard in the second quarter worth approximately $25,000. Family Legacy Financial Solutions LLC acquired a new stake in shares of Mastercard in the 2nd quarter valued at $26,000. Flaharty Asset Management LLC purchased a new stake in shares of Mastercard during the 1st quarter worth $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Mastercard during the 2nd quarter worth about $29,000. Finally, IMG Wealth Management Inc. acquired a new stake in shares of Mastercard during the 2nd quarter worth about $31,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded access to its Merchant Cloud through a collaboration with MoneyHash, which should improve merchant payment performance and drive incremental merchant onboarding and transaction growth. Mastercard Expands Access to Merchant Cloud Through Collaboration With MoneyHash to Enhance Merchant Payment Performance
• Positive Sentiment: Mastercard launched a “Loan on Card” solution to expand lending through its network — a direct revenue lever that could increase interest-related fees and deepen cardholder engagement. Mastercard Introduces Loan on Card to Expand Lending Opportunities
• Positive Sentiment: Institutional collaboration with BlackRock and Franklin Templeton via the ADI Foundation signals growing institutional adoption and credibility for Mastercard’s initiatives, potentially supporting large-scale enterprise partnerships. BlackRock, Mastercard, and Franklin Templeton Announce Collaboration with ADI Foundation, Signaling Institutional Adoption
• Positive Sentiment: Regional expansion: Mastercard boosted its Africa acceptance network ~45% in 2025, supporting long-term volume growth in underpenetrated markets. Mastercard Boosts Africa Acceptance Network by 45% in 2025, Accelerating the Continent’s Digital Economy
• Positive Sentiment: New consumer and marketing initiatives — e.g., McLaren Racing co-branded perks and youth financial-education programs — help drive card engagement and brand differentiation. Mastercard launches McLaren Racing Mastercard Pass with FAB Spendsafe launches Full-Service Financial Education Platform for Youth Backed by Mastercard in Canada
• Neutral Sentiment: Background pieces (INET history, EVTC vs MA comparison) provide context for investors but do not change fundamentals immediately; EVTC comparison may influence value-oriented buy/sell decisions for some investors. How INET Transformed MasterCard Transactions: An Overview EVTC vs. MA: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Regulatory/legal: Visa and Mastercard agreed to pay a combined $167.5M to settle a class-action ATM-fee lawsuit. The charge is manageable vs Mastercard’s market cap but is a reminder of ongoing litigation and regulatory risk in fee practices. Visa, Mastercard to pay $167.5 million in ATM user fee settlement​ Visa and Mastercard agree to pat €142 million to settle ATM fee lawsuit

Wall Street Analysts Forecast Growth

MA has been the topic of a number of recent analyst reports. Macquarie increased their target price on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Morgan Stanley set a $665.00 price objective on Mastercard and gave the company an “overweight” rating in a research note on Friday, October 31st. UBS Group raised their target price on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Hsbc Global Res upgraded shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Truist Financial lowered their price objective on shares of Mastercard from $638.00 to $630.00 and set a “buy” rating on the stock in a research report on Tuesday, November 4th. Five research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $657.48.

Mastercard Price Performance

Shares of NYSE MA opened at $572.46 on Friday. The stock has a fifty day moving average price of $553.82 and a 200 day moving average price of $565.96. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. The company has a market cap of $514.07 billion, a PE ratio of 36.60, a P/E/G ratio of 2.25 and a beta of 0.87.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The company had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter in the prior year, the firm earned $3.89 EPS. Mastercard’s quarterly revenue was up 16.7% on a year-over-year basis. Sell-side analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be issued a $0.87 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. This is a boost from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio is presently 19.44%.

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.