Lbp Am Sa Buys 31,970 Shares of Mastercard Incorporated $MA

Lbp Am Sa increased its position in Mastercard Incorporated (NYSE:MA) by 10.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 344,378 shares of the credit services provider’s stock after acquiring an additional 31,970 shares during the period. Mastercard makes up about 2.4% of Lbp Am Sa’s portfolio, making the stock its 7th biggest holding. Lbp Am Sa’s holdings in Mastercard were worth $195,886,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Brighton Jones LLC increased its position in shares of Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after buying an additional 2,028 shares in the last quarter. Kathmere Capital Management LLC lifted its holdings in Mastercard by 2.9% during the second quarter. Kathmere Capital Management LLC now owns 2,038 shares of the credit services provider’s stock valued at $1,145,000 after purchasing an additional 57 shares in the last quarter. Patton Fund Management Inc. acquired a new stake in Mastercard in the 2nd quarter worth about $232,000. ORG Partners LLC raised its stake in Mastercard by 73.2% in the 2nd quarter. ORG Partners LLC now owns 698 shares of the credit services provider’s stock valued at $394,000 after purchasing an additional 295 shares during the last quarter. Finally, SeaBridge Investment Advisors LLC boosted its stake in Mastercard by 4.3% during the 2nd quarter. SeaBridge Investment Advisors LLC now owns 6,463 shares of the credit services provider’s stock worth $3,632,000 after purchasing an additional 264 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard News Summary

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.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective 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. Evercore ISI set a $610.00 target price on Mastercard in a report on Friday, December 12th. Robert W. Baird increased their price target on Mastercard from $640.00 to $660.00 and gave the company an “outperform” rating in a report on Monday, October 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $713.00 price objective on shares of Mastercard in a research report on Thursday, October 30th. Finally, Morgan Stanley set a $665.00 target price on Mastercard and gave the company an “overweight” rating in a report on Friday, October 31st. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and a consensus target price of $661.24.

Mastercard Stock Down 1.5%

Shares of NYSE:MA opened at $524.67 on Monday. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The firm’s 50 day moving average price is $554.82 and its 200 day moving average price is $565.36. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40. The stock has a market cap of $471.15 billion, a price-to-earnings ratio of 33.55, a price-to-earnings-growth ratio of 1.78 and a beta of 0.86.

Mastercard (NYSE:MA) last issued its 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. The firm had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The company’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.89 earnings per share. As a group, equities research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The business 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 is an increase from Mastercard’s previous quarterly dividend of $0.76. The ex-dividend date is Friday, January 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is 22.25%.

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.