Mn Services Vermogensbeheer B.V. Boosts Stock Position in Mastercard Incorporated $MA

Mn Services Vermogensbeheer B.V. raised its holdings in Mastercard Incorporated (NYSE:MA) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 309,192 shares of the credit services provider’s stock after acquiring an additional 4,700 shares during the quarter. Mastercard makes up 1.1% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 13th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Mastercard were worth $175,872,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Birch Financial Group LLC grew its holdings in shares of Mastercard by 3.5% in the third quarter. Birch Financial Group LLC now owns 1,782 shares of the credit services provider’s stock worth $1,014,000 after purchasing an additional 60 shares during the last quarter. Drive Wealth Management LLC lifted its holdings in Mastercard by 4.7% during the 3rd quarter. Drive Wealth Management LLC now owns 2,682 shares of the credit services provider’s stock valued at $1,526,000 after buying an additional 121 shares in the last quarter. Westfuller Advisors LLC purchased a new stake in Mastercard in the 3rd quarter valued at about $684,000. Delta Financial Advisors LLC bought a new position in Mastercard in the 3rd quarter worth about $1,152,000. Finally, Tranquilli Financial Advisor LLC increased its position in shares of Mastercard by 4.7% during the third quarter. Tranquilli Financial Advisor LLC now owns 532 shares of the credit services provider’s stock worth $303,000 after acquiring an additional 24 shares during the period. 97.28% of the stock is currently owned by institutional investors.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
• Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
• Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
• Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren‑Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
• Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
• Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near‑term. Read More. Read More.
• Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
• Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

Mastercard Price Performance

MA opened at $524.67 on Friday. The firm has a market capitalization of $471.15 billion, a PE ratio of 33.55, a price-to-earnings-growth ratio of 1.81 and a beta of 0.86. 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 business’s 50-day moving average is $554.82 and its two-hundred day moving average is $565.33. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, beating the consensus estimate of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business had revenue of $8.60 billion during the quarter, compared to analyst estimates of $8.53 billion. During the same period in the prior year, the firm posted $3.89 earnings per share. The company’s quarterly revenue was up 16.7% on a year-over-year basis. Research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Shareholders of record on Friday, January 9th will be paid a $0.87 dividend. This represents a $3.48 annualized dividend and a yield of 0.7%. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. Mastercard’s payout ratio is 22.25%.

Analyst Upgrades and Downgrades

MA has been the subject of a number of research reports. UBS Group boosted their price target on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a report on Friday, October 31st. Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Royal Bank Of Canada raised their price target on Mastercard from $645.00 to $654.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Morgan Stanley set a $665.00 price objective on Mastercard and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, Tigress Financial increased their target price on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a report on Thursday, November 6th. Four analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $661.24.

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.