CSM Advisors LLC Has $3.69 Million Holdings in Mastercard Incorporated $MA

CSM Advisors LLC lifted its stake in shares of Mastercard Incorporated (NYSE:MA) by 882.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,494 shares of the credit services provider’s stock after acquiring an additional 5,833 shares during the period. CSM Advisors LLC’s holdings in Mastercard were worth $3,692,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares in the last quarter. Westwood Holdings Group Inc. boosted its position in shares of Mastercard by 4.6% during the second quarter. Westwood Holdings Group Inc. now owns 1,160 shares of the credit services provider’s stock worth $652,000 after buying an additional 51 shares during the period. Ontario Teachers Pension Plan Board acquired a new position in shares of Mastercard during the second quarter worth about $618,000. Finally, MTM Investment Management LLC bought a new position in shares of Mastercard during the second quarter worth about $100,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Mastercard Stock Performance

Shares of MA opened at $507.64 on Tuesday. The firm has a 50-day moving average of $531.70 and a 200-day moving average of $553.47. Mastercard Incorporated has a one year low of $465.59 and a one year high of $601.77. The company has a market cap of $452.71 billion, a PE ratio of 30.73, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03.

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, equities analysts forecast that Mastercard Incorporated will post 15.91 earnings per share 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%.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: TRON joined Mastercard’s Crypto Partner Program — expands Mastercard’s on‑chain payments ecosystem and signals growing crypto-to-fiat rails that could drive new transaction volume and fees. TRON Joins Mastercard Crypto Partner Program
• Positive Sentiment: Mastercard added Borderless.xyz to its Crypto Partner Programme — another onboarding of crypto infrastructure players that broadens on‑chain payment options and partnerships. Mastercard adds Borderless.xyz to crypto partner programme
• Positive Sentiment: Cloudflare partnership on cybersecurity (Recorded Future / RiskRecon integration) — strengthens product offerings to small businesses and critical infrastructure, reducing partner risk and expanding enterprise/security revenue channels. This reinforces recent messaging that Mastercard is pushing beyond payments into security and data services. Cloudflare (NET), Mastercard (MA) Partner to Expand Cyber Defense for Small Businesses and Critical Infrastructure
• Positive Sentiment: New AI product rollouts — Mastercard’s Virtual C-Suite (agentic AI for small businesses) and an AI-powered travel concierge with MakeMyTrip showcase revenue diversification into AI-enabled services that could increase take-rates and data monetization. Mastercard (MA) Introduces Virtual C-Suite to Provide Small Businesses with Executive-Level Insights Mastercard, MakeMyTrip join forces to launch AI-powered travel concierge
• Positive Sentiment: Analyst/bullish coverage continues — a recent upgrade to Buy at Wall Street Zen and bullish write‑ups (Investomine summary / coverage pieces) keep sentiment supportive and may underpin demand as investors expect mid‑single digit EPS growth tailwinds from cross‑border volumes and value‑added services. Mastercard (NYSE:MA) Raised to Buy at Wall Street Zen
• Neutral Sentiment: Industry context and comparisons — pieces comparing PayPal, Visa and Mastercard highlight sector competition and differing growth drivers; these are background for investors but don’t change Mastercard’s near‑term narrative. PayPal vs. MasterCard: Which Fintech Stock Offers Greater Upside Now?

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on MA shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $656.00 target price on shares of Mastercard in a research report on Friday, January 30th. Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. Wall Street Zen upgraded shares of Mastercard from a “hold” rating to a “buy” rating in a report on Sunday. Truist Financial set a $611.00 target price on shares of Mastercard in a report on Tuesday, February 10th. Finally, Evercore set a $610.00 target price on shares of Mastercard in a research report on Friday, December 12th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Mastercard currently has an average rating of “Buy” and a consensus price target of $670.83.

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.