Fiduciary Alliance LLC Purchases 1,114 Shares of Mastercard Incorporated $MA

Fiduciary Alliance LLC lifted its position in Mastercard Incorporated (NYSE:MA) by 16.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,892 shares of the credit services provider’s stock after buying an additional 1,114 shares during the period. Fiduciary Alliance LLC’s holdings in Mastercard were worth $4,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Mastercard by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after purchasing an additional 466,514 shares during the last quarter. J. Stern & Co. LLP increased its position in shares of Mastercard by 53,535.0% during the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock valued at $41,444,231,000 after purchasing an additional 72,461,743 shares during the last quarter. State Street Corp increased its position in shares of Mastercard by 2.8% during the 3rd quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Mastercard by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock worth $11,773,153,000 after purchasing an additional 349,369 shares during the period. Finally, Capital International Investors lifted its stake in shares of Mastercard by 4.4% in the 4th quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock worth $10,256,368,000 after purchasing an additional 759,584 shares during the period. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Up 1.3%

Mastercard stock opened at $494.20 on Thursday. The firm has a 50 day moving average of $497.88 and a 200 day moving average of $520.38. The firm has a market capitalization of $436.66 billion, a price-to-earnings ratio of 28.60, a P/E/G ratio of 1.52 and a beta of 0.74. Mastercard Incorporated has a 12-month low of $464.52 and a 12-month high of $601.77. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56.

Mastercard (NYSE:MA) last released its earnings results on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The company had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm’s revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the business earned $3.73 EPS. As a group, research analysts predict that Mastercard Incorporated will post 19.6 earnings per share for the current year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 9th will be given a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is presently 20.14%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MA. BMO Capital Markets initiated coverage on shares of Mastercard in a research report on Tuesday, April 21st. They set an “outperform” rating and a $605.00 target price for the company. Bank of America assumed coverage on shares of Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 price target on the stock. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. UBS Group cut their price objective on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Finally, BNP Paribas Exane upgraded Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective for the company in a research note on Thursday, March 19th. Six investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Mastercard has a consensus rating of “Buy” and a consensus price target of $656.08.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a new partnership with SAIT to expand cybersecurity training for small businesses, non-profits, and social enterprises in Western Canada, reinforcing its brand and community investment while potentially supporting future digital payment adoption. Article: New SAIT and Mastercard partnership targets cybersecurity gaps facing Canada’s small businesses and non-profits
• Positive Sentiment: Mastercard continues to be viewed as a high-margin, long-runway payments leader, with articles highlighting its recurring toll-like revenue model and durable position in the global payments duopoly. Article: Mastercard vs. PayPal: Which Financial Stock Is a Better Buy in 2026?
• Positive Sentiment: Mastercard is also expanding digital B2B payments through a new HSBC mobile virtual card solution, which could help deepen transaction volume in a growing enterprise payments segment. Article: HSBC and Mastercard accelerate growth of digital B2B payments with launch of mobile virtual card solution
• Neutral Sentiment: Coverage comparing Mastercard with Visa and PayPal generally reinforces that Mastercard remains a strong business, but these pieces were more comparative than catalyst-driven and do not point to a major near-term change in fundamentals. Article: Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
• Neutral Sentiment: Mastercard’s “Agent Pay” push and broader AI-commerce messaging suggest continued product innovation, but the immediate financial impact is still unclear. Article: Mastercard CMO Jill Kramer unveils ‘Agent Pay’ to secure AI commerce
• Negative Sentiment: Fresh EU pressure tied to digital euro plans could increase competitive and regulatory risk for Mastercard in Europe if policymakers favor public or European payment alternatives. Article: Mastercard (MA) Faces Fresh EU Pressure As Digital Euro Plans Advance

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.