State Street Corp Has $18.98 Billion Stock Position in Mastercard Incorporated $MA

State Street Corp boosted its position in shares of Mastercard Incorporated (NYSE:MA) by 1.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 36,964,305 shares of the credit services provider’s stock after purchasing an additional 486,283 shares during the quarter. State Street Corp owned about 4.22% of Mastercard worth $18,984,867,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in the business. Norges Bank bought a new position in Mastercard in the fourth quarter valued at approximately $6,705,708,000. Cardano Risk Management B.V. raised its position in shares of Mastercard by 861.6% during the 4th quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock valued at $2,324,743,000 after acquiring an additional 3,648,748 shares during the last quarter. Fundsmith LLP bought a new stake in shares of Mastercard during the 2nd quarter valued at $639,458,000. Corient Private Wealth LP lifted its stake in shares of Mastercard by 147.2% in the 2nd quarter. Corient Private Wealth LP now owns 1,682,183 shares of the credit services provider’s stock valued at $863,969,000 after purchasing an additional 1,001,671 shares during the period. Finally, Capital International Investors boosted its position 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 last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on MA shares. UBS Group lifted their price objective on Mastercard from $640.00 to $670.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Truist Financial raised their target price on Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. The Goldman Sachs Group restated a “buy” rating and set a $701.00 target price on shares of Mastercard in a research report on Thursday, July 30th. Cantor Fitzgerald upped their price target on Mastercard from $650.00 to $695.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Finally, Clear Str upgraded shares of Mastercard to a “strong-buy” rating in a research report on Thursday, July 16th. Five analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $666.64.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Stablecoin settlement expands Mastercard’s payment capabilities. Mastercard and SoFi are using stablecoin settlement for SoFi Bank’s debit and credit card programs. The initiative could improve settlement speed and efficiency while positioning Mastercard to benefit from broader digital-asset adoption. Mastercard and SoFi Bring Stablecoin Settlement to Cards as Step One of Broader Rollout
• Positive Sentiment: New commercial and digital-payment partnerships support growth. Mastercard is adding commercial-card capabilities to Upfront’s platform for small and midsize businesses in the Middle East and North Africa. It is also working with Google on passwordless, biometric payments and expanding digital-wallet interoperability. Upfront and Mastercard partner on commercial card payments for MENA SMEs
• Positive Sentiment: Mastercard is advancing agentic commerce. Transactions completed with AI agents through Mastercard’s Agent Pay, including a Danske Bank pilot in Denmark and a Rogers Bank/Flybits test in Canada, could create new payment volume if automated shopping becomes mainstream. Analysts collectively maintain a “Buy” recommendation, providing additional support for the shares. Mastercard Helps Danske Bank With Denmark-First Agentic Transaction
• Neutral Sentiment: Mastercard is reportedly exiting its Pine Labs investment. The approximately $93 million block sale may provide liquidity and realize gains, but it also removes exposure to a potentially valuable fintech asset. The transaction is not expected to materially change Mastercard’s core operating outlook. Mastercard to exit Pine Labs in $93 million block deal
• Negative Sentiment: Legal exposure and strategic uncertainty weigh on sentiment. Mastercard and Visa face a proposed $167.5 million ATM-fee antitrust settlement, which could add costs and reinforce regulatory concerns. Separately, reports that AI-agent interoperability may reduce Mastercard’s exclusive control over agent verification raise questions about future economics in automated commerce. $167.5 million Mastercard, Visa ATM anti-trust settlement could mean money for users

Insider Buying and Selling at Mastercard

In other Mastercard news, insider Raj Seshadri sold 1,977 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $529.73, for a total transaction of $1,047,276.21. Following the sale, the insider directly owned 16,429 shares in the company, valued at approximately $8,702,934.17. This trade represents a 10.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Linda Kirkpatrick sold 4,280 shares of Mastercard stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the completion of the transaction, the insider directly owned 31,179 shares in the company, valued at approximately $17,781,695.49. The trade was a 12.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 74,623 shares of company stock worth $42,544,606 in the last quarter. Company insiders own 0.09% of the company’s stock.

Mastercard Trading Down 1.5%

MA stock traded down $8.60 during midday trading on Tuesday, hitting $559.05. 1,489,488 shares of the company’s stock were exchanged, compared to its average volume of 3,554,681. Mastercard Incorporated has a one year low of $464.52 and a one year high of $601.23. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The company has a market cap of $489.74 billion, a PE ratio of 30.77, a price-to-earnings-growth ratio of 1.62 and a beta of 0.74. The stock’s fifty day moving average price is $567.94 and its 200-day moving average price is $525.66.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%.The company had revenue of $9.28 billion during the quarter, compared to the consensus estimate of $9.08 billion. During the same period in the prior year, the company earned $4.15 earnings per share. The company’s revenue for the quarter was up 14.1% compared to the same quarter last year. Research analysts predict that Mastercard Incorporated will post 19.9 earnings per share for the current fiscal year.

Mastercard Company Profile

Mastercard Incorporated (NYSE: MA) is a global technology company that operates a payments network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payment transactions, including credit, debit, prepaid and commercial payments, by providing the infrastructure used to authorize, clear and settle transactions.

Mastercard’s products and services include its Mastercard-branded payment cards, digital payment tools, contactless payment technology and payment solutions for businesses and governments.