Mufg Securities Americas Inc. Purchases 4,283 Shares of Mastercard Incorporated $MA

Mufg Securities Americas Inc. grew its holdings in Mastercard Incorporated (NYSE:MA) by 23.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,260 shares of the credit services provider’s stock after acquiring an additional 4,283 shares during the quarter. Mastercard accounts for about 0.8% of Mufg Securities Americas Inc.’s investment portfolio, making the stock its 16th largest holding. Mufg Securities Americas Inc.’s holdings in Mastercard were worth $12,662,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Rialto Wealth Management LLC boosted its holdings in shares of Mastercard by 13.0% in the second quarter. Rialto Wealth Management LLC now owns 156 shares of the credit services provider’s stock valued at $88,000 after buying an additional 18 shares during the period. Robbins Farley raised its holdings in shares of Mastercard by 50.0% during the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 18 shares during the period. Brady Martz Wealth Solutions LLC lifted its position in Mastercard by 2.2% in the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 841 shares of the credit services provider’s stock valued at $479,000 after acquiring an additional 18 shares in the last quarter. Alpine Bank Wealth Management boosted its stake in Mastercard by 1.0% in the 3rd quarter. Alpine Bank Wealth Management now owns 1,817 shares of the credit services provider’s stock worth $1,034,000 after purchasing an additional 18 shares during the period. Finally, Zullo Investment Group Inc. increased its holdings in Mastercard by 1.7% during the 3rd quarter. Zullo Investment Group Inc. now owns 1,091 shares of the credit services provider’s stock worth $621,000 after purchasing an additional 18 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Performance

NYSE MA opened at $495.06 on Tuesday. The firm has a market capitalization of $441.50 billion, a P/E ratio of 29.97, a price-to-earnings-growth ratio of 1.70 and a beta of 0.83. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. The firm’s fifty day moving average price is $549.62 and its two-hundred day moving average price is $561.18. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

Mastercard (NYSE:MA) last issued 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. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the prior year, the firm earned $3.82 EPS. Mastercard’s quarterly revenue was up 17.5% compared to the same quarter last year. As a group, research analysts anticipate that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on MA shares. UBS Group upped their price objective on Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Macquarie Infrastructure lifted their price objective on shares of Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a report on Wednesday, January 28th. Dbs Bank raised shares of Mastercard to a “moderate buy” rating in a research report on Friday, February 6th. Finally, Truist Financial set a $611.00 price target on shares of Mastercard in a research report on Tuesday, February 10th. Six investment 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 stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $669.27.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard’s open finance technology was chosen as the backbone for Truist Financial’s first open banking platform, replacing credential-sharing with tokenized, permissioned API connections — a revenue/market-share opportunity for MA as banks modernize. Mastercard (MA) Strengthens Banking Ties, Maintains Dividends
• Positive Sentiment: Mastercard and Ericsson announced a partnership to integrate Ericsson’s Fintech Platform with Mastercard Move to expand mobile money and cross-border payments in emerging markets — expands addressable market and product stack for MA. Mastercard and Ericsson Partner to Expand Global Digital Payment Capabilities
• Positive Sentiment: Cloudflare and Mastercard formed a strategic partnership to build tools (including cybersecurity and risk solutions) for small businesses and critical infrastructure — could increase product-led revenue and stickiness for merchant services. Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
• Positive Sentiment: Erste Group updated forecasts that point to increased earnings for Mastercard — analyst/forecast support can underpin valuation and investor confidence. Erste Group Bank Forecasts Increased Earnings for Mastercard
• Neutral Sentiment: Mastercard’s community programs (teaching seniors digital banking safety) are receiving publicity — positive for brand and adoption but limited direct near-term revenue impact. Mastercard: From App Shy to Scamwise, These Seniors Are Learning To Bank Digitally and Safely
• Negative Sentiment: Citrini Research published a thought experiment where autonomous AI agents and low-fee stablecoin rails erode the 2–3% interchange economics — a structural risk scenario that could materially pressure Mastercard’s core revenue model if adopted at scale. Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
• Negative Sentiment: A broader “dystopian AI” scenario report triggered a sector selloff that hit payments and software names, weighing on Mastercard’s share price this session despite company-specific positives. Dystopian AI report sinks payment and software stocks

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.