Fisher Asset Management LLC lifted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,355,805 shares of the credit services provider’s stock after purchasing an additional 47,405 shares during the period. Fisher Asset Management LLC’s holdings in Mastercard were worth $2,486,642,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently made changes to their positions in MA. State Street Corp increased its stake in Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after acquiring an additional 997,536 shares during the period. Vanguard Group Inc. increased its stake in Mastercard by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after acquiring an additional 955,533 shares during the period. Assenagon Asset Management S.A. increased its stake in Mastercard by 792.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 865,523 shares of the credit services provider’s stock worth $494,110,000 after acquiring an additional 768,514 shares during the period. Capital Research Global Investors increased its stake in 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 worth $5,885,944,000 after acquiring an additional 629,941 shares during the period. Finally, PFA Pension Forsikringsaktieselskab bought a new position in Mastercard during the 4th quarter worth $289,353,000. Institutional investors own 97.28% of the company’s stock.
Trending Headlines about Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard announced a partnership with JD.com to expand global payment connectivity and explore agentic AI-powered purchasing solutions, which could support future transaction volume growth and strengthen its digital commerce position. Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions
- Positive Sentiment: Mastercard also partnered with ryd to launch a digital-first fleet payment operating system in Europe, highlighting continued expansion in commercial payments and acceptance-network usage. Mastercard and Ryd Target Fragmented European Fleet Payments Market
- Positive Sentiment: BMONI and Mastercard said they are partnering to unlock instant card access for consumers in Nigeria, another sign of Mastercard’s continued push into emerging-market digital payments. BMONI and Mastercard Partner to Unlock Instant Card Access for Consumers in Nigeria
- Positive Sentiment: Mastercard expanded its fintech innovation footprint by launching Mastercard Lighthouse in the UAE with the UAE AI Office, which may help the company identify new payment and AI-related growth opportunities. Mastercard Lighthouse launches in UAE in collaboration with UAE AI Office to accelerate fintech innovation
- Neutral Sentiment: Mastercard continues to draw investor attention, but the article is largely a recap rather than a new catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: An insider reduced their stake, which can attract attention but does not necessarily signal a major change in fundamentals. This Mastercard Insider Reduced Their Stake By 43%
- Negative Sentiment: Investors are concerned that UK and European regulators may push for more fee transparency and regional payment alternatives, which could pressure Mastercard’s pricing power and market share. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
- Negative Sentiment: Market chatter that Mastercard is asking Brazilian payment processors to help cover losses tied to Banco Master’s failure may add near-term earnings uncertainty. Market Chatter: Mastercard Asks Brazil’s Payment Processors to Help Pay for Banco Master Failure
- Negative Sentiment: Broader headlines about Europe’s payment alliance targeting Visa and Mastercard reinforce competitive and regulatory risks for MA’s network model. Europe’s 130-million-user payment alliance takes aim at Visa and Mastercard
Mastercard Trading Down 0.1%
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the company posted $3.73 EPS. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. Equities analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.
Analyst Ratings Changes
A number of equities analysts have commented on the company. Macquarie Infrastructure raised their price objective on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Weiss Ratings lowered Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. BNP Paribas Exane upgraded Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective on the stock in a research note on Thursday, March 19th. BMO Capital Markets assumed coverage on Mastercard in a research note on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price objective on the stock. Finally, Royal Bank Of Canada lowered their price objective on Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $656.00.
Check Out Our Latest Research Report on MA
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.
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