BNP Paribas Acquires 3,119 Shares of Mastercard Incorporated $MA

BNP Paribas increased its stake in Mastercard Incorporated (NYSE:MA) by 7.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,680 shares of the credit services provider’s stock after acquiring an additional 3,119 shares during the period. BNP Paribas’ holdings in Mastercard were worth $27,117,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Evolution Wealth Management Inc. bought a new position in Mastercard during the second quarter valued at $29,000. Robbins Farley increased its stake in Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares during the period. Foster Dykema Cabot & Partners LLC lifted its position in shares of Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the last quarter. Tacita Capital Inc lifted its position 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 worth $32,000 after purchasing an additional 19 shares during the last quarter. Finally, Sagard Holdings Management Inc. purchased a new stake in shares of Mastercard during the second quarter valued at $37,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Up 0.1%

Shares of Mastercard stock opened at $497.98 on Friday. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. The stock has a market cap of $444.11 billion, a price-to-earnings ratio of 30.14, a PEG ratio of 1.61 and a beta of 0.83. The firm’s 50-day moving average is $532.92 and its two-hundred day moving average is $554.32. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

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

Mastercard Dividend Announcement

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

Analysts Set New Price Targets

Several research firms recently commented on MA. Macquarie Infrastructure raised their price target on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. JPMorgan Chase & Co. dropped their target price on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Wells Fargo & Company lifted their price target on shares of Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Mastercard has an average rating of “Buy” and a consensus price target of $670.83.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Launched a global Crypto Partner Program to connect 85+ crypto firms and on‑chain infrastructure to Mastercard’s card network, positioning MA to capture tokenized settlement and new rails for payments. Mastercard’s On-Chain Push
• Positive Sentiment: Expanded stablecoin ties — SoFiUSD can now be used as a settlement option across Mastercard’s network, opening use cases in cross‑border remittances, B2B payments and programmable treasury that could lower friction and fees for some flows. Can SoFi (SOFI) Leverage Its Mastercard Stablecoin Tie-Up
• Positive Sentiment: Rolled out AI-driven “Virtual C-Suite” starting with a Virtual CFO for small businesses — productizing payments data into actionable finance tools could deepen merchant relationships and create subscription/merchant-service revenue. Mastercard’s Virtual C-Suite Brings AI-Powered CFO
• Positive Sentiment: Partnered with Ericsson to simplify digital money movement for telcos, fintechs and banks — extension into telecom rails targets financial inclusion and new transaction flows in underbanked markets. Ericsson and Mastercard Enhance Global Digital Money Movement
• Positive Sentiment: Industry uptake: multiple blockchain firms (e.g., Ava Labs) and payments infrastructure providers are joining Mastercard’s program, signaling broader ecosystem support that could accelerate real-world usage. Ava Labs joins Mastercard program
• Neutral Sentiment: Analyst and retail interest is elevated with several “trending” and comparative pieces (e.g., Visa vs. Mastercard), which can increase trading volatility but don’t change fundamentals immediately. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy
• Negative Sentiment: Key risk: crypto/on‑chain initiatives face regulatory scrutiny and integration execution risks that could delay monetization or increase compliance costs — investors should weigh adoption timelines and regulatory exposure.

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.