Mastercard Incorporated $MA Holdings Trimmed by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA cut its stake in shares of Mastercard Incorporated (NYSE:MA) by 1.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,386,151 shares of the credit services provider’s stock after selling 20,444 shares during the quarter. Mastercard makes up approximately 7.0% of Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s portfolio, making the stock its 2nd biggest position. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA owned 0.15% of Mastercard worth $795,332,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. ORG Partners LLC lifted its position in Mastercard by 73.2% during the 2nd quarter. ORG Partners LLC now owns 698 shares of the credit services provider’s stock worth $394,000 after acquiring an additional 295 shares in the last quarter. Curio Wealth LLC lifted its stake in shares of Mastercard by 22,400.0% in the second quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock worth $126,000 after acquiring an additional 224 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. boosted its holdings in Mastercard by 88.9% in the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock valued at $8,723,000 after purchasing an additional 7,215 shares during the last quarter. Global X Japan Co. Ltd. grew its stake in Mastercard by 3,694.7% during the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock valued at $5,288,000 after purchasing an additional 9,052 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in shares of Mastercard by 1.2% in the 2nd quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock valued at $44,098,695,000 after purchasing an additional 931,132 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Investors rotated back into payments: Zacks notes MA is up ~7.6% over the past month as money flows out of AI trades into steady-growth payment networks, supporting demand for the stock. Mastercard Up 7.6% in a Month
• Positive Sentiment: New co‑brand card rollout: a Citi AAdvantage Globe Mastercard promotion (large bonus + credits) highlights ongoing card partnerships and product-level drivers of new accounts and spend. Such offers can boost TPV and interchange over time. Citi AAdvantage Globe Mastercard review
• Positive Sentiment: Non‑payment services are a growing revenue stream: reporting on how Visa and Mastercard expanded into data, risk services and tokenization underscores diversification beyond interchange, which supports margins and long‑term growth. How nonpayments became big business
• Neutral Sentiment: Commerce media and AI positioning: Mastercard’s commerce‑media strategy and comments about AI agents doing the buying point to new addressable markets, but monetization timelines remain unclear. Mastercard’s commerce media boss on AI agents
• Neutral Sentiment: Analyst coverage is mixed: recent pieces highlight MA as a strong growth name, but broker notes and reiterations (e.g., Monness Hold $525 vs. KBW Buy) show differing targets — this can mute volatility as investors await clearer catalysts. InsiderMonkey analyst roundup
• Neutral Sentiment: Apple Card issuer change: reports that Chase will take over Apple Card issuance introduce potential shifts in co‑brand and network arrangements; impact on MA’s fees/volumes is uncertain and worth monitoring. Apple Card moving to Chase
• Negative Sentiment: Regulatory/legal headwinds: a proposed Visa/Mastercard settlement that could change checkout experiences for shoppers may bring restrictions, remediation costs or revenue impacts if merchant rules or fee structures are altered. That raises downside risk to interchange and business model assumptions. Proposed Visa, Mastercard settlement

Mastercard Price Performance

NYSE MA opened at $575.63 on Monday. The stock has a 50-day simple moving average of $557.43 and a 200 day simple moving average of $566.88. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77. The company has a debt-to-equity ratio of 2.40, a quick ratio of 1.12 and a current ratio of 1.12. The stock has a market capitalization of $516.92 billion, a PE ratio of 36.81, a P/E/G ratio of 1.95 and a beta of 0.86.

Mastercard (NYSE:MA) last announced its quarterly earnings results 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 firm had revenue of $8.60 billion during the quarter, compared to analysts’ expectations of $8.53 billion. During the same quarter last year, the company earned $3.89 earnings per share. The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. Research analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given a $0.87 dividend. The ex-dividend date is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a yield of 0.6%. Mastercard’s dividend payout ratio is 22.25%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on MA shares. Cowen reaffirmed a “buy” rating on shares of Mastercard in a research report on Friday, October 31st. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Tigress Financial increased their price objective on Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research note on Thursday, November 6th. Compass Point set a $620.00 price objective on shares of Mastercard and gave the company a “neutral” rating in a research report on Friday, October 31st. Finally, Royal Bank Of Canada lifted their target price on shares of Mastercard from $645.00 to $654.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $657.48.

About Mastercard

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.