Nixon Peabody Trust Co. Has $22.02 Million Holdings in Mastercard Incorporated $MA

Nixon Peabody Trust Co. cut its holdings in Mastercard Incorporated (NYSE:MA) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,564 shares of the credit services provider’s stock after selling 1,008 shares during the period. Mastercard comprises approximately 1.7% of Nixon Peabody Trust Co.’s investment portfolio, making the stock its 14th biggest holding. Nixon Peabody Trust Co.’s holdings in Mastercard were worth $22,015,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. raised its holdings in shares of Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after purchasing an additional 41 shares during the last quarter. Foster Dykema Cabot & Partners LLC raised its holdings in shares of Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares during the last quarter. Tacita Capital Inc raised its holdings 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 valued at $32,000 after purchasing an additional 19 shares during the last quarter. Bay Harbor Wealth Management LLC increased its holdings in Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after buying an additional 20 shares during the last quarter. Finally, Birchbrook Inc. acquired a new position in Mastercard during the fourth quarter worth $37,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Trading Down 0.3%

MA stock opened at $498.24 on Friday. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. The company has a fifty day moving average price of $501.67 and a two-hundred day moving average price of $529.52. Mastercard Incorporated has a one year low of $480.50 and a one year high of $601.77. The stock has a market cap of $440.24 billion, a price-to-earnings ratio of 28.83, a price-to-earnings-growth ratio of 1.56 and a beta of 0.76.

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

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a partnership with JD.com to expand global payment connectivity and explore agentic AI-powered purchasing solutions, which could support future transaction volume growth and strengthen its digital commerce position. Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions
• Positive Sentiment: Mastercard also partnered with ryd to launch a digital-first fleet payment operating system in Europe, highlighting continued expansion in commercial payments and acceptance-network usage. Mastercard and Ryd Target Fragmented European Fleet Payments Market
• Positive Sentiment: BMONI and Mastercard said they are partnering to unlock instant card access for consumers in Nigeria, another sign of Mastercard’s continued push into emerging-market digital payments. BMONI and Mastercard Partner to Unlock Instant Card Access for Consumers in Nigeria
• Positive Sentiment: Mastercard expanded its fintech innovation footprint by launching Mastercard Lighthouse in the UAE with the UAE AI Office, which may help the company identify new payment and AI-related growth opportunities. Mastercard Lighthouse launches in UAE in collaboration with UAE AI Office to accelerate fintech innovation
• Neutral Sentiment: Mastercard continues to draw investor attention, but the article is largely a recap rather than a new catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: An insider reduced their stake, which can attract attention but does not necessarily signal a major change in fundamentals. This Mastercard Insider Reduced Their Stake By 43%
• Negative Sentiment: Investors are concerned that UK and European regulators may push for more fee transparency and regional payment alternatives, which could pressure Mastercard’s pricing power and market share. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
• Negative Sentiment: Market chatter that Mastercard is asking Brazilian payment processors to help cover losses tied to Banco Master’s failure may add near-term earnings uncertainty. Market Chatter: Mastercard Asks Brazil’s Payment Processors to Help Pay for Banco Master Failure
• Negative Sentiment: Broader headlines about Europe’s payment alliance targeting Visa and Mastercard reinforce competitive and regulatory risks for MA’s network model. Europe’s 130-million-user payment alliance takes aim at Visa and Mastercard

Analyst Ratings Changes

A number of brokerages recently weighed in on MA. Evercore restated a “negative” rating on shares of Mastercard in a report on Tuesday, March 17th. BMO Capital Markets began coverage on shares of Mastercard in a report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 target price on the stock. Royal Bank Of Canada lowered their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a report on Wednesday, January 28th. Finally, Daiwa Securities Group set a $610.00 target price on shares of Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $656.00.

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.