Mastercard Incorporated $MA Shares Bought by Rothschild & Co Wealth Management UK Ltd

Rothschild & Co Wealth Management UK Ltd raised its holdings in Mastercard Incorporated (NYSE:MA) by 2.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,378,646 shares of the credit services provider’s stock after purchasing an additional 38,134 shares during the period. Mastercard accounts for approximately 12.6% of Rothschild & Co Wealth Management UK Ltd’s portfolio, making the stock its 2nd largest holding. Rothschild & Co Wealth Management UK Ltd’s holdings in Mastercard were worth $784,188,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of MA. Curio Wealth LLC raised its stake in shares of Mastercard by 22,400.0% in the 2nd quarter. Curio Wealth LLC now owns 225 shares of the credit services provider’s stock valued at $126,000 after acquiring an additional 224 shares during the period. Nicholson Wealth Management Group LLC increased its holdings in Mastercard by 153.6% in the 3rd quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock valued at $1,625,000 after purchasing an additional 1,730 shares in the last quarter. Mn Services Vermogensbeheer B.V. raised its position in Mastercard by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after purchasing an additional 4,700 shares during the period. Financiere des Professionnels Fonds d investissement inc. lifted its stake in shares of Mastercard by 88.9% during the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock worth $8,723,000 after purchasing an additional 7,215 shares in the last quarter. Finally, Global X Japan Co. Ltd. boosted its position in shares of Mastercard by 3,694.7% in the third quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after buying an additional 9,052 shares during the period. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Stock Up 1.2%

Shares of Mastercard stock opened at $527.97 on Thursday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The business has a 50-day moving average price of $552.89 and a 200 day moving average price of $562.32. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The firm has a market cap of $474.11 billion, a P/E ratio of 31.96, a P/E/G ratio of 1.68 and a beta of 0.83.

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

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be given 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 (DPR) is presently 21.07%.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing “agentic commerce” in India—enabling AI agents to transact on behalf of consumers and working with banks on pilots. This accelerates new payment flows and value?added services in a large, fast-growing market. Mastercard brings agentic commerce vision to India
• Positive Sentiment: Mastercard and Ericsson announced a partnership to link platforms for faster cross?border digital money movement—improves rails for mobile-enabled transfers and could lift transaction volumes and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Launch of a fleet payments portfolio in Asia Pacific targets commercial, recurring spend (fuel, maintenance, fleet cards) — diversifies B2B revenue and deepens merchant relationships in a high?frequency segment. Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Mastercard is advancing agentic payment pilots with banks and signalling readiness for AI-driven payments—this supports higher-margin value?added services and reinforces the company’s tech leadership. Mastercard and Visa enlist banks for agentic payment pilots
• Neutral Sentiment: Analyst commentary highlights Mastercard’s wide moat versus competitors (asset?light network, VAS strength), supporting the long-term thesis even as cost pressures persist. Payments Power Play: MA or AXP, Who Has the Deeper Moat in 2026?
• Neutral Sentiment: Exploratory work with BlackRock on potential XRP Ledger integration signals interest in ledger rails and settlement efficiency, but is early stage and more strategic than immediately revenue?generating. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: Mastercard rolled out a cybersecurity “report card” initiative—positive for risk management and brand trust, but not a near-term revenue driver. Mastercard applies a cyber security ‘report card’
• Negative Sentiment: Regulatory and competitive risk: UK banks and policymakers are exploring national alternatives to Visa/Mastercard and heightened political/regulatory concerns are being reported—this poses potential long?term market share and fee pressure in key markets. Visa and Mastercard on red alert as fears of political shutdown mount

Analyst Ratings Changes

MA has been the topic of several recent research reports. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the stock an “outperform” rating in a research report on Monday, February 2nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $739.00 price target on shares of Mastercard in a research note on Thursday, January 29th. Truist Financial set a $611.00 target price on Mastercard in a research note on Tuesday, February 10th. TD Cowen increased their price target on Mastercard from $668.00 to $671.00 and gave the company a “buy” rating in a report on Friday, January 30th. Finally, HSBC upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Six investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $669.27.

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.