Private Advisory Group LLC Has $1.36 Million Holdings in Mastercard Incorporated $MA

Private Advisory Group LLC increased its position in Mastercard Incorporated (NYSE:MA) by 96.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,382 shares of the credit services provider’s stock after acquiring an additional 1,171 shares during the quarter. Private Advisory Group LLC’s holdings in Mastercard were worth $1,360,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Evolution Wealth Management Inc. bought a new position in shares of Mastercard in the second quarter worth about $29,000. Robbins Farley increased its position in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after buying an additional 18 shares during the period. Foster Dykema Cabot & Partners LLC lifted its holdings 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 buying an additional 40 shares during the last quarter. Tacita Capital Inc boosted its position 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 acquiring an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. acquired a new stake in shares of Mastercard in the second quarter worth $37,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding merchant acceptance and digital payments infrastructure across Africa, supporting long‑term volume growth and cross‑border transaction opportunities. Mastercard is driving digital economy growth in Africa by boosting acceptance network
• Neutral Sentiment: Executive commentary highlights investment in digital trust and cybersecurity—an operational positive for enterprise customers but unlikely to move near‑term revenue materially. In the next frontier of technology, digital trust is the new foundation
• Negative Sentiment: Multiple outlets report Mastercard has hired bankers to explore selling the Nets real‑time payments unit it acquired for ~$3.2B in 2019. Investors fear this could signal a strategic retreat from European instant‑payments infrastructure, create execution uncertainty, and weigh on growth expectations even if the sale would raise cash or refocus capital. Mastercard looks to unwind biggest ever acquisition Mastercard explores sale of payments unit it bought from Nets in 2019, FT reports Mastercard Explores Divestiture of Nets Real-Time Payments Unit
• Negative Sentiment: Regulatory risk: the FTC has warned major payment processors, including Mastercard, against politically or religiously motivated “debanking”—adding compliance and reputational risk that could invite scrutiny or operational constraints. FTC Issues Warnings to Payment Processors Against ‘Debanking’
• Negative Sentiment: Competitive pressure in Europe: the European Payments Initiative (Wero) is gaining momentum as banks seek alternatives to U.S. card rails—this poses a medium‑term threat to transaction volumes in key markets. European Payments Initiative CEO says Trump fears are boosting its appeal
• Negative Sentiment: Peer moves (e.g., American Express pushing AI and new cash‑back offerings) increase product competition for customer wallet share and merchant relationships. American Express Bets Big on AI, Cash Back in 2026 Push

Mastercard Price Performance

NYSE:MA opened at $483.92 on Monday. 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 50-day moving average of $519.99 and a 200-day moving average of $547.58. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company has a market capitalization of $431.56 billion, a price-to-earnings ratio of 29.29, a PEG ratio of 1.56 and a beta of 0.83.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $8.80 billion. During the same quarter in the previous year, the firm posted $3.82 earnings per share. The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. As a group, equities research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

Wall Street Analysts Forecast Growth

MA has been the subject of several research analyst reports. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday. Weiss Ratings restated a “buy (b)” rating on shares of Mastercard in a report on Thursday, January 22nd. Evercore reaffirmed a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Wolfe Research reiterated an “outperform” rating on shares of Mastercard in a research note on Tuesday, March 17th. Finally, Morgan Stanley lifted their target price on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $667.88.

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.