Mastercard Incorporated $MA Stock Holdings Lifted by Lansforsakringar Fondforvaltning AB publ

Lansforsakringar Fondforvaltning AB publ increased its position in shares of Mastercard Incorporated (NYSE:MA) by 2.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 255,951 shares of the credit services provider’s stock after acquiring an additional 6,164 shares during the quarter. Mastercard accounts for about 0.8% of Lansforsakringar Fondforvaltning AB publ’s holdings, making the stock its 17th largest position. Lansforsakringar Fondforvaltning AB publ’s holdings in Mastercard were worth $145,587,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. Rialto Wealth Management LLC raised its stake in Mastercard by 13.0% during the 2nd quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock valued at $88,000 after purchasing an additional 18 shares during the period. Robbins Farley boosted its position in shares of Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after buying an additional 18 shares during the period. Brady Martz Wealth Solutions LLC grew its holdings in shares of Mastercard by 2.2% during the third quarter. Brady Martz Wealth Solutions LLC now owns 841 shares of the credit services provider’s stock valued at $479,000 after buying an additional 18 shares in the last quarter. Alpine Bank Wealth Management grew its holdings in shares of Mastercard by 1.0% during the third quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider’s stock valued at $1,034,000 after buying an additional 18 shares in the last quarter. Finally, Zullo Investment Group Inc. raised its position in Mastercard by 1.7% during the third quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider’s stock valued at $621,000 after buying an additional 18 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on MA shares. Truist Financial set a $611.00 price objective on Mastercard in a research report on Tuesday, February 10th. UBS Group increased their price target on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a report on Wednesday, January 28th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $656.00 price objective on shares of Mastercard in a research note on Friday, January 30th. Finally, Tigress Financial increased their target price on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research report on Thursday, November 6th. Six analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Mastercard has a consensus rating of “Buy” and a consensus target price of $669.27.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic cybersecurity partnership with Cloudflare positions Mastercard to sell security tools to small businesses and strengthen transaction security — a potential new revenue stream and cross‑sell opportunity that supports longer‑term growth. Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership
• Positive Sentiment: Mastercard is tapping telecom partners to reach ~120 million potential customers — a distribution play that can grow prepaid and mobile-first payment penetration in emerging markets. Mastercard Taps Telecoms for 120M Potential Customers
• Positive Sentiment: Local rollout wins: Mastercard enabled Google Pay for cardholders in Saudi Arabia and partnered with Grameenphone in Bangladesh — both moves expand tap‑to‑pay and digital wallet adoption in growth markets. Mastercard enables Google Pay for cardholders in Saudi Arabia
• Positive Sentiment: Product innovation: Mastercard highlights a move toward “agentic AI” — shifting from recommendation to automated action — which could improve fraud prevention, merchant solutions, and customer experiences over time. “We Are Moving From AI Systems That Recommend to That Act”: Mastercard on Agentic AI
• Neutral Sentiment: Coverage pieces reinforce Mastercard’s long-term performance narrative (e.g., 10‑year return retrospectives and momentum stock write‑ups) — useful for sentiment but low immediate impact on fundamentals. $1000 Invested In Mastercard 10 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: Additional reporting explains how Mastercard and Cloudflare will fight cyber threats — supports the partnership narrative but is incremental to the main announcement. How are Mastercard and Cloudfare Fighting Cyber Threats?
• Negative Sentiment: Critical analysis in the Financial Times argues the UK has become overly dependent on Mastercard, highlighting regulatory and political scrutiny risks that could translate into higher compliance costs or policy headwinds. How the UK accidentally shackled itself to Mastercard

Mastercard Trading Up 1.1%

NYSE:MA opened at $525.94 on Friday. The stock’s 50 day moving average price is $551.10 and its 200 day moving average price is $561.70. Mastercard Incorporated has a 52 week low of $465.59 and a 52 week high of $601.77. The company has a market capitalization of $472.30 billion, a P/E ratio of 31.84, a P/E/G ratio of 1.70 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company’s revenue was up 17.5% compared to the same quarter last year. During the same period in the previous year, the company earned $3.82 earnings per share. On average, research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors 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 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio is currently 21.07%.

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.