Adell Harriman & Carpenter Inc. Increases Stock Position in Mastercard Incorporated $MA

Adell Harriman & Carpenter Inc. increased its holdings in Mastercard Incorporated (NYSE:MA) by 4.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 39,087 shares of the credit services provider’s stock after purchasing an additional 1,549 shares during the period. Mastercard accounts for 1.3% of Adell Harriman & Carpenter Inc.’s investment portfolio, making the stock its 20th largest holding. Adell Harriman & Carpenter Inc.’s holdings in Mastercard were worth $22,314,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of MA. Vanguard Group Inc. boosted its holdings in shares of Mastercard by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after acquiring an additional 466,514 shares during the period. State Street Corp raised its stake in shares of Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the period. Capital Research Global Investors raised its stake in shares of Mastercard by 6.5% during the 3rd quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock valued at $5,885,944,000 after purchasing an additional 629,941 shares during the period. Legal & General Group Plc lifted its holdings in Mastercard by 4.2% during the 3rd quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider’s stock worth $3,303,015,000 after purchasing an additional 235,403 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of Mastercard by 6.4% during the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider’s stock valued at $3,218,638,000 after buying an additional 339,137 shares during the period. Institutional investors own 97.28% of the company’s stock.

Analyst Ratings Changes

MA has been the subject of a number of analyst reports. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. BMO Capital Markets began coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price on the stock. UBS Group cut their price target on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a report on Friday, May 1st. Macquarie Infrastructure boosted their price target on shares of Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Mastercard in a report on Tuesday, March 17th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Mastercard currently has a consensus rating of “Buy” and an average target price of $656.00.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard highlighted a new Merchant Trust Services initiative designed to help banks and payment companies identify legitimate merchants and reduce scam activity, which could strengthen its fraud-prevention value proposition and deepen ties with issuers and merchants. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Positive Sentiment: Mastercard and JD.com expanded their partnership to improve cross-border payments infrastructure and payment experiences for travelers in China, a sign of continued international growth opportunities and stronger network usage. Mastercard, JD.com team up to expand payments infrastructure
• Positive Sentiment: Mastercard was recognized by the Organization of American States and The Trust for the Americas with the 2025 Corporate Citizen of the Americas Award, reinforcing its brand and social-impact profile. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Neutral Sentiment: Mastercard presented at J.P. Morgan’s technology, media and communications conference, which usually reinforces management’s strategic messaging but did not include a major new financial catalyst in the provided details. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: BDO and Mastercard marked 20 years of remittance and OFW-serving partnership in the Philippines, underscoring steady international business relationships. BDO, Mastercard mark 20 years of remittance partnership
• Neutral Sentiment: Several articles framed Mastercard as a strong payments network versus Visa and noted ongoing cross-border and issuer-related opportunities, but these were more commentary than fresh catalysts. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
• Negative Sentiment: Truist reportedly lowered its price target on Mastercard, which can weigh on sentiment by signaling more limited upside from current levels. Truist Lowers PT on Mastercard Incorporated (MA) Stock
• Negative Sentiment: Berkshire Hathaway said it is exiting its Mastercard position as part of a broader portfolio overhaul, a headline that may pressure the stock despite not changing Mastercard’s underlying operations. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

Mastercard Price Performance

MA stock opened at $499.32 on Wednesday. The firm has a 50 day simple moving average of $502.47 and a two-hundred day simple moving average of $530.50. The stock has a market cap of $441.19 billion, a PE ratio of 28.90, a P/E/G ratio of 1.58 and a beta of 0.76. Mastercard Incorporated has a one year low of $480.50 and a one year high of $601.77. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the firm posted $3.73 EPS. The firm’s revenue was up 15.8% compared to the same quarter last year. On average, analysts predict that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

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.