Logan Capital Management Inc. Has $51.21 Million Stake in Mastercard Incorporated $MA

Logan Capital Management Inc. grew its holdings in shares of Mastercard Incorporated (NYSE:MA) by 2.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 89,706 shares of the credit services provider’s stock after purchasing an additional 1,914 shares during the quarter. Mastercard makes up 2.2% of Logan Capital Management Inc.’s investment portfolio, making the stock its 9th largest holding. Logan Capital Management Inc.’s holdings in Mastercard were worth $51,211,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vulcan Value Partners LLC increased its position in Mastercard by 6.5% in the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after buying an additional 28,331 shares during the last quarter. Murphy Middleton Hinkle & Parker Inc. purchased a new position in shares of Mastercard during the 4th quarter valued at $1,113,000. Assetmark Inc. grew its stake in shares of Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after acquiring an additional 9,795 shares during the period. Longbow Finance SA increased its holdings in Mastercard by 50.3% in the 3rd quarter. Longbow Finance SA now owns 23,013 shares of the credit services provider’s stock worth $13,090,000 after acquiring an additional 7,704 shares during the last quarter. Finally, Global X Japan Co. Ltd. raised its stake in Mastercard by 396.3% in the 4th quarter. Global X Japan Co. Ltd. now owns 46,145 shares of the credit services provider’s stock valued at $26,343,000 after acquiring an additional 36,848 shares during the period. 97.28% of the stock is owned by hedge funds and other institutional investors.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched Agent Pay for Machines / AP4M, a new protocol that lets AI agents and machines make secure payments, with support from 30+ industry participants and partners including major crypto and fintech names. This could open a new growth avenue in AI-powered commerce and strengthen Mastercard’s long-term relevance in digital payments.
• Positive Sentiment: The company also announced a partnership with a Chicago startup to support autonomous AI transactions, reinforcing its push into next-generation payment infrastructure and programmable payments.
• Positive Sentiment: Mastercard is expanding settlement capabilities using stablecoins, which may improve cross-border and digital asset settlement options and support broader adoption in crypto-linked payment flows.
• Neutral Sentiment: Reports highlighted leadership changes at Mastercard, which could signal strategic adjustments but does not yet clearly indicate a direct financial impact.
• Neutral Sentiment: Investors are also tracking the Visa/Mastercard swipe-fee settlement, which received preliminary judicial approval. While this removes some legal uncertainty, it also keeps attention on pricing and merchant-fee pressure that could shape the company’s economics over time.
• Negative Sentiment: The swipe-fee settlement may limit upside for payment networks by reinforcing merchant concessions and potential fee scrutiny, which could weigh on sentiment toward Mastercard (MA) despite the recent product momentum.

Mastercard Price Performance

MA stock opened at $486.04 on Friday. The firm has a 50 day moving average of $499.36 and a 200-day moving average of $523.82. The firm has a market capitalization of $429.46 billion, a P/E ratio of 28.13, a price-to-earnings-growth ratio of 1.53 and a beta of 0.74. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56.

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MA. BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price for the company in a research report on Thursday, March 19th. Citigroup lowered their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Morgan Stanley restated an “overweight” rating and set a $679.00 price target on shares of Mastercard in a research note on Friday, May 1st. Truist Financial reduced their price objective on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating for the company in a research note on Tuesday, May 12th. Finally, UBS Group lowered their target price on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Mastercard currently has a consensus rating of “Buy” and a consensus target price of $656.04.

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.