Mastercard Incorporated $MA Shares Acquired by Mizuho Markets Americas LLC

Mizuho Markets Americas LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA) by 9,534.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 41,430 shares of the credit services provider’s stock after acquiring an additional 41,000 shares during the period. Mizuho Markets Americas LLC’s holdings in Mastercard were worth $23,652,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in MA. Vulcan Value Partners LLC grew its holdings in Mastercard by 6.5% during the 3rd quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after acquiring an additional 28,331 shares in the last quarter. Nicholson Wealth Management Group LLC grew its holdings in Mastercard by 153.6% during the 3rd quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock worth $1,625,000 after acquiring an additional 1,730 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. acquired a new position in Mastercard during the 4th quarter worth $1,113,000. Assetmark Inc. grew its holdings in Mastercard by 4.5% during the 4th quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after acquiring an additional 9,795 shares in the last quarter. Finally, Mn Services Vermogensbeheer B.V. boosted its holdings in shares of Mastercard by 1.5% in the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after buying an additional 4,700 shares during the period. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Stock Down 0.3%

MA stock opened at $498.24 on Friday. Mastercard Incorporated has a 52 week low of $480.50 and a 52 week high of $601.77. The company has a market capitalization of $440.24 billion, a price-to-earnings ratio of 28.83, a price-to-earnings-growth ratio of 1.56 and a beta of 0.76. The firm’s 50-day moving average is $501.67 and its two-hundred day moving average is $529.52. 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 net margin of 45.88% and a return on equity of 212.96%. The business had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the firm earned $3.73 EPS. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. On average, analysts forecast that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a partnership with JD.com to expand global payment connectivity and explore agentic AI-powered purchasing solutions, which could support future transaction volume growth and strengthen its digital commerce position. Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions
• Positive Sentiment: Mastercard also partnered with ryd to launch a digital-first fleet payment operating system in Europe, highlighting continued expansion in commercial payments and acceptance-network usage. Mastercard and Ryd Target Fragmented European Fleet Payments Market
• Positive Sentiment: BMONI and Mastercard said they are partnering to unlock instant card access for consumers in Nigeria, another sign of Mastercard’s continued push into emerging-market digital payments. BMONI and Mastercard Partner to Unlock Instant Card Access for Consumers in Nigeria
• Positive Sentiment: Mastercard expanded its fintech innovation footprint by launching Mastercard Lighthouse in the UAE with the UAE AI Office, which may help the company identify new payment and AI-related growth opportunities. Mastercard Lighthouse launches in UAE in collaboration with UAE AI Office to accelerate fintech innovation
• Neutral Sentiment: Mastercard continues to draw investor attention, but the article is largely a recap rather than a new catalyst. Mastercard Incorporated (MA) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: An insider reduced their stake, which can attract attention but does not necessarily signal a major change in fundamentals. This Mastercard Insider Reduced Their Stake By 43%
• Negative Sentiment: Investors are concerned that UK and European regulators may push for more fee transparency and regional payment alternatives, which could pressure Mastercard’s pricing power and market share. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
• Negative Sentiment: Market chatter that Mastercard is asking Brazilian payment processors to help cover losses tied to Banco Master’s failure may add near-term earnings uncertainty. Market Chatter: Mastercard Asks Brazil’s Payment Processors to Help Pay for Banco Master Failure
• Negative Sentiment: Broader headlines about Europe’s payment alliance targeting Visa and Mastercard reinforce competitive and regulatory risks for MA’s network model. Europe’s 130-million-user payment alliance takes aim at Visa and Mastercard

Analyst Ratings Changes

MA has been the subject of several research reports. Citigroup decreased their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. BNP Paribas Exane raised shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price target for the company in a report on Thursday, March 19th. Bank of America initiated coverage on shares of Mastercard in a report on Thursday, March 5th. They issued a “buy” rating and a $700.00 price target for the company. Weiss Ratings lowered shares of Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $679.00 price target on shares of Mastercard in a report on Friday, May 1st. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $656.00.

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.