Mastercard Incorporated $MA Shares Bought by Waycross Partners LLC

Waycross Partners LLC lifted its stake in shares of Mastercard Incorporated (NYSE:MA) by 2.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 59,696 shares of the credit services provider’s stock after acquiring an additional 1,264 shares during the period. Mastercard accounts for 2.9% of Waycross Partners LLC’s portfolio, making the stock its 12th largest position. Waycross Partners LLC’s holdings in Mastercard were worth $33,956,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. LGT Financial Advisors LLC acquired a new position in Mastercard in the second quarter valued at $25,000. Evolution Wealth Management Inc. purchased a new position in shares of Mastercard in the 2nd quarter worth about $29,000. Robbins Farley lifted its stake in shares of Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 18 shares in the last quarter. IMG Wealth Management Inc. acquired a new position in shares of Mastercard in the 2nd quarter valued at about $31,000. Finally, Tacita Capital Inc grew its holdings in shares of Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 19 shares during the period. 97.28% of the stock is currently owned by hedge funds and other institutional investors.

Mastercard Trading Up 0.6%

Shares of MA opened at $521.51 on Wednesday. Mastercard Incorporated has a one year low of $465.59 and a one year high of $601.77. The stock has a 50-day moving average price of $553.12 and a 200 day moving average price of $562.57. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. The company has a market capitalization of $468.32 billion, a P/E ratio of 31.57, a P/E/G ratio of 1.67 and a beta of 0.83.

Mastercard (NYSE:MA) last announced its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.Mastercard’s quarterly revenue was up 17.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.82 EPS. Sell-side analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

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

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: BlackRock and Mastercard are exploring integration with the XRP Ledger, signaling potential new crypto settlement rails and product opportunities that could expand Mastercard’s addressable market and transaction volumes. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Positive Sentiment: Mastercard is positioning for AI-driven payments, highlighting product readiness and investments in AI-powered payment flows that could increase processing efficiency and new revenue streams. Mastercard demonstrates readiness for a new era of AI-powered payments
• Positive Sentiment: Mastercard published a cyber‑security “report card,” underscoring focus on risk controls and trust — a positive signal for merchant and issuer partners that rely on platform security. Mastercard applies a cyber security ‘report card’
• Neutral Sentiment: Corporate thought leadership pieces highlight Mastercard’s push to “unlock” digital finance at scale; these reinforce strategy but are informational rather than immediate revenue drivers. Mastercard: Unlocking the Business Case for Digital Finance at Scale
• Neutral Sentiment: Valuation comparison coverage (GPN vs MA) may prompt some investors to reassess relative value, but it’s a secondary factor to company-level execution. GPN or MA: Which Is the Better Value Stock Right Now?
• Negative Sentiment: U.K. banks and officials are discussing national payments alternatives to Visa and Mastercard amid political concerns, which raises regulatory and market-share risk in a key region if such schemes gain traction. Visa and Mastercard on red alert as fears of political shutdown mount UK looking at Visa and Mastercard alternatives – what does this mean for your money?
• Negative Sentiment: Broader political risks (mentions of U.S. deplatforming threats) keep Visa and Mastercard on alert — such geopolitics could translate to regulatory action or client/issuer uncertainty that pressures cross-border volumes. UK bank chiefs consider setting alternatives to Visa and Mastercard amid Trump threats

Wall Street Analyst Weigh In

Several research firms recently commented on MA. Morgan Stanley raised their price target on shares of Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Truist Financial set a $611.00 target price on shares of Mastercard in a research note on Tuesday, February 10th. Raymond James Financial decreased their price target on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $656.00 price objective on shares of Mastercard in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $669.27.

Mastercard 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.