Public Sector Pension Investment Board Increases Position in Mastercard Incorporated $MA

Public Sector Pension Investment Board lifted its position in shares of Mastercard Incorporated (NYSE:MA) by 8.8% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 335,582 shares of the credit services provider’s stock after buying an additional 27,119 shares during the quarter. Mastercard makes up 0.7% of Public Sector Pension Investment Board’s holdings, making the stock its 25th largest holding. Public Sector Pension Investment Board’s holdings in Mastercard were worth $190,882,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Curio Wealth LLC grew its position in shares of Mastercard by 22,400.0% during the second quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock valued at $126,000 after purchasing an additional 224 shares in the last quarter. Nicholson Wealth Management Group LLC lifted its position in shares of Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock worth $1,625,000 after buying an additional 1,730 shares in the last quarter. Mn Services Vermogensbeheer B.V. boosted its stake in Mastercard by 1.5% during the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after buying an additional 4,700 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. grew its holdings in Mastercard by 88.9% during the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock valued at $8,723,000 after buying an additional 7,215 shares in the last quarter. Finally, Global X Japan Co. Ltd. increased its stake in Mastercard by 3,694.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after acquiring an additional 9,052 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Zacks raised Mastercard’s FY2026 outlook (now $19.03 from $18.80) and issued higher long‑range FY2028 EPS forecasts ($25.10), implying stronger medium‑term earnings growth and supporting valuation. (Zacks estimate revisions reported 2/12–2/13)
• Positive Sentiment: Recent coverage notes Mastercard’s revenue beat as customers continue to spend — this reinforces the company’s underlying transaction volume strength and supports upside to revenue and fee growth. Mastercard Incorporated (MA) revenue beats forecasts as customers continue to spend
• Neutral Sentiment: Mastercard announced participation in two March investor conferences — gives management chances to update guidance and reassure investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Industry/strategy coverage discusses Mastercard’s positioning around stablecoins and crypto rails — signals strategic focus on future payments infrastructure but not an immediate earnings swing. Visa and Mastercard Bet Stablecoins Are the Future of Payments
• Neutral Sentiment: Mastercard launched knowledge‑sharing exchanges with the Central Bank of Syria under a strategic collaboration framework — a geopolitical / compliance angle to monitor; immediate financial impact appears limited. Mastercard and Central Bank of Syria launch knowledge-sharing exchanges under strategic collaboration framework
• Negative Sentiment: Zacks trimmed a handful of 2027 quarterly EPS estimates (Q1, Q2, Q3 2027 and a small FY2027 cut to $21.70 from $21.77), which may pressure short‑term sentiment as investors reassess near‑term margin/timing assumptions. (Zacks estimate revisions reported 2/12–2/13)
• Neutral Sentiment: Zacks also ran a broader piece highlighting Mastercard as a growth stock (style/score discussion) — supportive for longer‑term investor interest but not an immediate catalyst. Here’s Why MasterCard (MA) is a Strong Growth Stock

Mastercard Stock Down 1.8%

NYSE MA opened at $527.65 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The firm has a market capitalization of $473.83 billion, a price-to-earnings ratio of 31.94, a PEG ratio of 1.74 and a beta of 0.83. The company has a fifty day moving average of $554.39 and a two-hundred day moving average of $563.50.

Mastercard (NYSE:MA) last released its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The business’s revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the business earned $3.82 EPS. On average, analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, April 9th. Mastercard’s payout ratio is 21.07%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Evercore set a $610.00 price objective on Mastercard in a report on Friday, December 12th. Wall Street Zen raised shares of Mastercard from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Royal Bank Of Canada reiterated an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a research report on Friday, January 30th. The Goldman Sachs Group reissued a “buy” rating and issued a $739.00 price objective on shares of Mastercard in a research note on Thursday, January 29th. Finally, HSBC upgraded shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $669.27.

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.