Securian Asset Management Inc. Sells 17,571 Shares of Mastercard Incorporated $MA

Securian Asset Management Inc. lowered its stake in Mastercard Incorporated (NYSE:MA) by 44.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 22,296 shares of the credit services provider’s stock after selling 17,571 shares during the period. Securian Asset Management Inc.’s holdings in Mastercard were worth $12,728,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vulcan Value Partners LLC raised its holdings in Mastercard by 6.5% in the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after purchasing an additional 28,331 shares in the last quarter. Nicholson Wealth Management Group LLC raised its holdings in Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock worth $1,625,000 after purchasing an additional 1,730 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new position in Mastercard in the fourth quarter worth $1,113,000. Mn Services Vermogensbeheer B.V. raised its holdings 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 worth $175,872,000 after purchasing an additional 4,700 shares in the last quarter. Finally, Assetmark Inc. raised its holdings in Mastercard by 4.5% in the fourth quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after purchasing an additional 9,795 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Bank of America assumed coverage on Mastercard in a report on Thursday, March 5th. They issued a “buy” rating and a $700.00 price objective for the company. Royal Bank Of Canada decreased their price objective on Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Cantor Fitzgerald upgraded Mastercard to a “strong-buy” rating in a report on Tuesday, January 27th. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a report on Friday, March 27th. Finally, Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Mastercard has a consensus rating of “Buy” and an average target price of $657.07.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard launched a regional SME resilience program in the Middle East and North Africa to help small businesses navigate conflict-related trade disruptions, rising energy costs, and logistics strain, which could expand Mastercard’s role in business payments across the region. Mastercard Rallies Partners to Support MENA Small Businesses
• Positive Sentiment: Mastercard and Yellow Card are piloting stablecoin payment use cases in EEMEA, adding to the company’s push into digital asset and next-generation payment infrastructure. Mastercard, Yellow Card to pilot stablecoin payment use cases in EEMEA
• Positive Sentiment: Analysts at Erste Group Bank raised FY2026 and FY2027 earnings estimates for Mastercard, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Mastercard is being tied to multiple tokenized treasury and stablecoin initiatives with partners like JPMorgan, Ripple, and Ondo, which highlights its growing presence in blockchain-based payments and settlement. Ondo, JPMorgan, Mastercard & Ripple complete cross-border Treasury redemption
• Neutral Sentiment: Several articles note that Mastercard is a trending stock and worth watching, but they do not add new fundamentals or catalysts on their own. Mastercard Incorporated (MA) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Mastercard is preparing to launch services in Syria after a 15-year hiatus, a potentially incremental market expansion but not an immediate earnings driver. Mastercard prepares to launch services in Syria after 15 years
• Negative Sentiment: Macquarie lowered its price target on Mastercard, and Susquehanna also trimmed its target while noting slower April cross-border travel growth, signaling some caution around near-term volume trends. Here’s Why Macquarie Lowered PT on MasterCard (MA)
• Negative Sentiment: UK regulators are probing Mastercard, Visa, and PayPal over suspected anti-competitive conduct, which could increase legal and compliance risk for the payments industry. UK probes Mastercard, Visa, PayPal over suspected anti-competitive conduct

Mastercard Trading Down 0.0%

NYSE MA opened at $495.39 on Monday. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The stock has a market cap of $437.71 billion, a P/E ratio of 28.67, a P/E/G ratio of 1.55 and a beta of 0.76. The stock’s fifty day moving average price is $506.14 and its 200-day moving average price is $534.56. 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. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The firm had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same period in the prior year, the firm posted $3.73 earnings per share. The company’s quarterly revenue was up 15.8% on a year-over-year basis. As a group, equities analysts forecast that Mastercard Incorporated will post 19.58 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 8th. Stockholders of record on Thursday, April 9th were 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 of this dividend was Thursday, April 9th. Mastercard’s dividend payout ratio is currently 20.14%.

Mastercard 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.