Johnson Financial Group Inc. Purchases 2,722 Shares of Mastercard Incorporated $MA

Johnson Financial Group Inc. raised its position in Mastercard Incorporated (NYSE:MA) by 93.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 5,640 shares of the credit services provider’s stock after acquiring an additional 2,722 shares during the period. Johnson Financial Group Inc.’s holdings in Mastercard were worth $3,208,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MA. Laurel Wealth Advisors LLC grew its position 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 worth $7,541,880,000 after buying an additional 13,397,168 shares in the last quarter. Norges Bank acquired a new position in shares of Mastercard in the second quarter worth $6,725,317,000. Massachusetts Financial Services Co. MA increased its position in shares of Mastercard by 25.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock valued at $3,580,909,000 after buying an additional 1,299,977 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Mastercard by 1.2% in the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after acquiring an additional 955,533 shares during the period. Finally, Capital Research Global Investors lifted its position in Mastercard by 6.5% in the 3rd quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock worth $5,885,944,000 after buying an additional 629,941 shares during the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Price Performance

Shares of NYSE MA opened at $497.01 on Friday. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The stock has a fifty day moving average of $534.22 and a 200-day moving average of $555.25. The stock has a market cap of $443.23 billion, a PE ratio of 30.09, a price-to-earnings-growth ratio of 1.63 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 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The business had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. During the same quarter in the previous year, the firm earned $3.82 earnings per share. The business’s revenue was up 17.5% compared to the same quarter last year. Equities research analysts anticipate that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have issued reports on MA shares. Daiwa Securities Group set a $610.00 price objective on Mastercard and gave the stock an “outperform” rating in a report on Monday, February 2nd. TD Cowen lifted their target price on Mastercard from $668.00 to $671.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. HSBC raised Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Wells Fargo & Company boosted their target price on shares of Mastercard from $660.00 to $668.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $670.61.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a global Crypto Partner Program with 85 crypto and payments firms (Binance, Circle, PayPal, Modern Treasury, Ava Labs among others) to enable on‑chain payments and on/off ramps — a strategic move to keep Mastercard central as digital assets scale and to create new revenue and processing opportunities. Mastercard Crypto Partner Program Links Card Network To On Chain Growth
• Positive Sentiment: New AI product line: Mastercard’s Virtual C‑Suite (starting with a Virtual CFO) targets small businesses by turning payment data into cash‑flow and decisioning tools — a potential data‑monetization and stickiness play that can boost merchant engagement and cross‑sell. Mastercard’s Virtual C-Suite Brings AI-Powered CFO to Small Firms
• Positive Sentiment: Partnership expansion: Mastercard and Ericsson are working to simplify digital money movement for telcos, fintechs and banks — a push that could expand rails into underbanked markets and support volume growth in emerging regions. Ericsson and Mastercard Enhance Global Digital Money Movement and Accelerate Digital Financial Inclusion
• Neutral Sentiment: Increased media and retail attention — coverage from Zacks/Yahoo highlights MA as a “trending” stock but mainly recaps fundamentals rather than new catalysts; useful for sentiment flows but not a direct fundamental change. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Investor comparisons: A Seeking Alpha piece contrasts Visa vs. Mastercard — these relative-valuation/strategy debates can shift investor preference between peers even without MA‑specific news. Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today?
• Neutral Sentiment: Customer perks: Mastercard expanded its Asia Gourmet Circle dining benefits — supports premium card appeal in APAC but is incremental to core payments revenue. The Mastercard Collection: Savor the Extraordinary with Mastercard’s Asia Gourmet Circle Program
• Neutral Sentiment: Industry thought pieces on “agentic commerce” and Europe payments outline structural shifts (AI agents, governance, standards) where Mastercard is active — long‑term relevance but not immediate earnings impact. Europe’s Agentic commerce shift: Why AI agents are set to become economic actors
• Negative Sentiment: Regulatory and execution risk tied to crypto/agentic initiatives: while the programs open new markets, they also invite regulatory scrutiny and integration complexity that could delay revenue conversion or raise compliance costs. Mastercard boosts agentic commerce, adds crypto network

Mastercard Company Profile

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.