SmartHarvest Portfolios LLC Purchases Shares of 3,666 Mastercard Incorporated $MA

SmartHarvest Portfolios LLC purchased a new stake in Mastercard Incorporated (NYSE:MA) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,666 shares of the credit services provider’s stock, valued at approximately $2,093,000. Mastercard makes up about 0.7% of SmartHarvest Portfolios LLC’s holdings, making the stock its 20th largest position.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Riggs Asset Managment Co. Inc. increased its stake in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock valued at $61,000 after purchasing an additional 18 shares during the period. Tacita Capital Inc increased its stake 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 purchasing an additional 19 shares during the period. Resurgent Financial Advisors LLC increased its stake in shares of Mastercard by 1.2% in the third quarter. Resurgent Financial Advisors LLC now owns 1,597 shares of the credit services provider’s stock valued at $908,000 after purchasing an additional 19 shares during the period. Silicon Valley Capital Partners increased its stake in shares of Mastercard by 1.1% in the third quarter. Silicon Valley Capital Partners now owns 1,717 shares of the credit services provider’s stock valued at $977,000 after purchasing an additional 19 shares during the period. Finally, Affinity Capital Advisors LLC increased its stake in shares of Mastercard by 0.7% in the fourth quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock valued at $1,678,000 after purchasing an additional 19 shares during the period. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Weiss Ratings lowered shares of Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Evercore restated a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Morgan Stanley reiterated an “overweight” rating and set a $679.00 price objective on shares of Mastercard in a research note on Friday, May 1st. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Finally, BNP Paribas Exane upgraded shares of 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. Six investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Mastercard currently has an average rating of “Buy” and an average target price of $656.04.

Mastercard Price Performance

NYSE MA opened at $486.04 on Friday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month 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. The firm has a market capitalization of $429.46 billion, a PE ratio of 28.13, a P/E/G ratio of 1.53 and a beta of 0.74. The company’s 50 day simple moving average is $499.36 and its 200 day simple moving average is $523.82.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating 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 business had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter last year, the business earned $3.73 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. As a group, equities research analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Mastercard News Roundup

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.

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.