IFM Investors Pty Ltd Sells 2,368 Shares of Mastercard Incorporated $MA

IFM Investors Pty Ltd cut its holdings in Mastercard Incorporated (NYSE:MA) by 1.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 164,294 shares of the credit services provider’s stock after selling 2,368 shares during the period. Mastercard comprises approximately 0.8% of IFM Investors Pty Ltd’s portfolio, making the stock its 17th largest holding. IFM Investors Pty Ltd’s holdings in Mastercard were worth $93,792,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in MA. Riggs Asset Managment Co. Inc. grew its holdings in shares of Mastercard by 20.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock valued at $61,000 after buying an additional 18 shares during the last quarter. Tacita Capital Inc grew its holdings in shares of Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after buying an additional 19 shares during the last quarter. Resurgent Financial Advisors LLC grew its holdings in shares of Mastercard by 1.2% during the third quarter. Resurgent Financial Advisors LLC now owns 1,597 shares of the credit services provider’s stock valued at $908,000 after buying an additional 19 shares during the last quarter. Silicon Valley Capital Partners grew its holdings in shares of Mastercard by 1.1% during the third quarter. Silicon Valley Capital Partners now owns 1,717 shares of the credit services provider’s stock valued at $977,000 after buying an additional 19 shares during the last quarter. Finally, Affinity Capital Advisors LLC grew its holdings in shares of Mastercard by 0.7% during the fourth quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock valued at $1,678,000 after buying an additional 19 shares during the last quarter. 97.28% of the stock is owned by institutional investors.

Mastercard Trading Down 0.6%

Shares of MA stock opened at $486.04 on Friday. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The firm’s 50 day moving average is $499.36 and its 200 day moving average is $523.82. The stock has a market capitalization of $429.46 billion, a P/E ratio of 28.13, a P/E/G ratio of 1.53 and a beta of 0.74.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on MA shares. Bank of America started coverage on shares of Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. Susquehanna cut their price target on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a report on Friday, May 1st. Loop Capital reiterated a “buy” rating and set a $631.00 price target on shares of Mastercard in a report on Wednesday, June 3rd. Morgan Stanley restated an “overweight” rating and issued a $679.00 target price on shares of Mastercard in a report on Friday, May 1st. Finally, TD Cowen restated a “buy” rating on shares of Mastercard in a report on Tuesday, March 17th. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Mastercard has a consensus rating of “Buy” and a consensus target price of $656.04.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
• Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
• Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
• Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
• Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
• Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.

Mastercard Company 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.