Mastercard Incorporated $MA is Hemenway Trust Co LLC’s 5th Largest Position

Hemenway Trust Co LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 5.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 91,050 shares of the credit services provider’s stock after selling 5,115 shares during the period. Mastercard makes up about 4.0% of Hemenway Trust Co LLC’s investment portfolio, making the stock its 5th largest position. Hemenway Trust Co LLC’s holdings in Mastercard were worth $51,790,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. acquired a new stake in shares of Mastercard during the second quarter worth $29,000. Robbins Farley increased its stake in 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 buying an additional 18 shares during the period. Tacita Capital Inc raised its position in 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 buying an additional 19 shares during the last quarter. True Wealth Design LLC lifted its stake in shares of Mastercard by 45.2% in the 2nd quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock worth $34,000 after acquiring an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. acquired a new stake in shares of Mastercard in the 2nd quarter worth $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Cloudflare + Mastercard launch a cybersecurity platform aimed at small businesses — expands Mastercard’s merchant value-added services (new recurring revenue opportunity; strengthens SME stickiness). Cloudflare and Mastercard launch cybersecurity platform for small businesses
• Positive Sentiment: Ericsson and Mastercard link platforms to speed cross-border money movement — partnership targets high-volume mobile and telco rails, potentially increasing processed volume and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Mastercard rolls out agentic commerce pilots (India and with banks) enabling AI agents to transact — positions MA to capture future payments volume from AI-driven purchases. Mastercard and Visa enlist banks for agentic payment pilots
• Positive Sentiment: Mastercard signals readiness to roll out AI-enabled payments and other AI features — supports long-term product differentiation and higher-margin services. Mastercard is ready to roll out AI payments
• Positive Sentiment: Regional growth: partnership with Grameenphone in Bangladesh and a new fleet solutions portfolio in APAC extend Mastercard’s merchant reach and vertical product sales. Grameenphone and Mastercard partner to unlock new possibilities in digital lifestyle Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Exploratory blockchain work with BlackRock on the XRP Ledger signals strategic diversification into tokenized rails and custody/institutional flows. BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: ESG/community initiatives (Inclusion Hub for autistic Australians; music program in Manchester) support brand and regulatory goodwill but are unlikely to drive near-term revenue. Mastercard unveils Inclusion Hub New Mastercard programme aims to break barriers for young Mancunians in music
• Neutral Sentiment: Analyst commentary (Zacks pieces) reiterates Mastercard’s deep moat and industry positioning despite margin pressure from tech spend — supports investor confidence but is not new company-specific news. Payments Power Play: MA or AXP
• Negative Sentiment: Regulatory/competitive risk: UK and some banks are exploring national payment alternatives to Visa/Mastercard — could pressure long-term interchange volumes in certain markets. UK looking at Visa and Mastercard alternatives Visa and Mastercard on red alert

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on MA shares. Cantor Fitzgerald raised Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. Raymond James Financial decreased their price target on Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. HSBC raised Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Finally, Wells Fargo & Company upped their price target on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Six equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $669.27.

Mastercard Stock Up 1.2%

MA opened at $527.97 on Thursday. 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 cap of $474.11 billion, a price-to-earnings ratio of 31.96, a PEG ratio of 1.68 and a beta of 0.83. Mastercard Incorporated has a one year low of $465.59 and a one year high of $601.77. The business’s fifty day moving average is $552.89 and its two-hundred day moving average is $562.32.

Mastercard (NYSE:MA) last released its quarterly 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. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter in the previous year, the company posted $3.82 EPS. The business’s revenue was up 17.5% on a year-over-year basis. Analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

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

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.