WealthPlan Investment Management LLC Reduces Stock Position in Mastercard Incorporated $MA

WealthPlan Investment Management LLC reduced its position in shares of Mastercard Incorporated (NYSE:MA) by 24.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,804 shares of the credit services provider’s stock after selling 5,118 shares during the period. WealthPlan Investment Management LLC’s holdings in Mastercard were worth $9,022,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. increased its stake in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after acquiring an additional 18 shares during the period. FAS Wealth Partners Inc. increased its stake in shares of Mastercard by 1.7% in the third quarter. FAS Wealth Partners Inc. now owns 1,167 shares of the credit services provider’s stock worth $664,000 after acquiring an additional 19 shares during the period. Matisse Capital increased its stake in shares of Mastercard by 1.4% in the third quarter. Matisse Capital now owns 1,348 shares of the credit services provider’s stock worth $767,000 after acquiring an additional 19 shares during the period. Millington Financial Advisors LLC increased its stake in shares of Mastercard by 5.2% in the third quarter. Millington Financial Advisors LLC now owns 386 shares of the credit services provider’s stock worth $216,000 after acquiring an additional 19 shares during the period. Finally, Tacita Capital Inc increased its stake in shares of Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 19 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Stock Performance

MA opened at $493.41 on Friday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The company has a market cap of $435.97 billion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.54 and a beta of 0.76. Mastercard Incorporated has a 52-week low of $480.50 and a 52-week high of $601.77. The firm’s fifty day simple moving average is $503.29 and its two-hundred day simple moving average is $531.59.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.41 by $0.19. The business had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company’s revenue was up 15.8% compared to the same quarter last year. During the same period last year, the firm posted $3.73 earnings per share. Equities analysts anticipate that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Wall Street Zen lowered shares of Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Citigroup dropped their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Evercore restated a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Royal Bank Of Canada dropped their price target on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Finally, Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research report on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $656.00.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

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.