Harold Davidson & Associates Inc. Has $4.03 Million Position in Mastercard Incorporated $MA

Harold Davidson & Associates Inc. increased its position in shares of Mastercard Incorporated (NYSE:MA) by 57.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,078 shares of the credit services provider’s stock after purchasing an additional 2,586 shares during the quarter. Mastercard makes up about 1.8% of Harold Davidson & Associates Inc.’s holdings, making the stock its 15th biggest position. Harold Davidson & Associates Inc.’s holdings in Mastercard were worth $4,026,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Laurel Wealth Advisors LLC boosted its stake in Mastercard by 55,868.1% during the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock valued at $7,541,880,000 after buying an additional 13,397,168 shares during the period. Norges Bank bought a new stake in shares of Mastercard during the 2nd quarter worth $6,725,317,000. Massachusetts Financial Services Co. MA grew its position in Mastercard by 25.6% in the second quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock worth $3,580,909,000 after acquiring an additional 1,299,977 shares in the last quarter. Vanguard Group Inc. raised its position in Mastercard by 1.2% during the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock valued at $45,181,341,000 after purchasing an additional 955,533 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in Mastercard by 2.8% during the second quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock worth $11,062,509,000 after purchasing an additional 542,841 shares during the last quarter. 97.28% of the stock is owned by institutional investors.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing “agentic commerce” in India—enabling AI agents to transact on behalf of consumers and working with banks on pilots. This accelerates new payment flows and value‑added services in a large, fast-growing market. Mastercard brings agentic commerce vision to India
• Positive Sentiment: Mastercard and Ericsson announced a partnership to link platforms for faster cross‑border digital money movement—improves rails for mobile-enabled transfers and could lift transaction volumes and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Launch of a fleet payments portfolio in Asia Pacific targets commercial, recurring spend (fuel, maintenance, fleet cards) — diversifies B2B revenue and deepens merchant relationships in a high‑frequency segment. Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Mastercard is advancing agentic payment pilots with banks and signalling readiness for AI-driven payments—this supports higher-margin value‑added services and reinforces the company’s tech leadership. Mastercard and Visa enlist banks for agentic payment pilots
• Neutral Sentiment: Analyst commentary highlights Mastercard’s wide moat versus competitors (asset‑light network, VAS strength), supporting the long-term thesis even as cost pressures persist. Payments Power Play: MA or AXP, Who Has the Deeper Moat in 2026?
• Neutral Sentiment: Exploratory work with BlackRock on potential XRP Ledger integration signals interest in ledger rails and settlement efficiency, but is early stage and more strategic than immediately revenue‑generating. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: Mastercard rolled out a cybersecurity “report card” initiative—positive for risk management and brand trust, but not a near-term revenue driver. Mastercard applies a cyber security ‘report card’
• Negative Sentiment: Regulatory and competitive risk: UK banks and policymakers are exploring national alternatives to Visa/Mastercard and heightened political/regulatory concerns are being reported—this poses potential long‑term market share and fee pressure in key markets. Visa and Mastercard on red alert as fears of political shutdown mount

Mastercard Price Performance

NYSE:MA opened at $527.97 on Thursday. The stock has a market cap of $474.11 billion, a PE ratio of 31.96, a P/E/G ratio of 1.68 and a beta of 0.83. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The business’s 50-day simple moving average is $552.89 and its two-hundred day simple moving average is $562.32. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The company’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same period in the prior year, the firm earned $3.82 EPS. As a group, analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

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

Wall Street Analysts Forecast Growth

MA has been the subject of several recent research reports. UBS Group boosted their price target on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. The Goldman Sachs Group restated a “buy” rating and issued a $739.00 target price on shares of Mastercard in a research note on Thursday, January 29th. Tigress Financial raised their price target on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Wells Fargo & Company boosted their price objective on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Finally, KeyCorp reiterated an “overweight” rating and issued a $665.00 price target on shares of Mastercard in a research note on Wednesday, October 22nd. Six analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $669.27.

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.