Mirae Asset Global Investments Co. Ltd. Purchases 22,074 Shares of Mastercard Incorporated $MA

Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Mastercard Incorporated (NYSE:MA) by 15.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 165,432 shares of the credit services provider’s stock after buying an additional 22,074 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Mastercard were worth $94,099,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Brighton Jones LLC grew its stake in shares of Mastercard by 42.3% in the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after purchasing an additional 2,028 shares during the period. Raleigh Capital Management Inc. boosted its stake in Mastercard by 16.9% in the 2nd quarter. Raleigh Capital Management Inc. now owns 533 shares of the credit services provider’s stock valued at $300,000 after buying an additional 77 shares in the last quarter. Consolidated Portfolio Review Corp boosted its stake in Mastercard by 21.7% in the 2nd quarter. Consolidated Portfolio Review Corp now owns 1,961 shares of the credit services provider’s stock valued at $1,102,000 after buying an additional 350 shares in the last quarter. PFG Investments LLC grew its position in Mastercard by 5.0% in the second quarter. PFG Investments LLC now owns 8,476 shares of the credit services provider’s stock valued at $4,763,000 after acquiring an additional 404 shares during the period. Finally, Childress Capital Advisors LLC raised its stake in Mastercard by 11.9% during the second quarter. Childress Capital Advisors LLC now owns 2,888 shares of the credit services provider’s stock worth $1,623,000 after acquiring an additional 306 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on MA shares. Citigroup upgraded shares of Mastercard to a “strong-buy” rating in a research report on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a research note on Thursday, January 22nd. Redburn Partners set a $685.00 price target on Mastercard in a research report on Wednesday. Hsbc Global Res raised Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Finally, Wells Fargo & Company reduced their price target on shares of Mastercard from $669.00 to $660.00 and set an “overweight” rating on the stock in a research report on Friday, October 31st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $661.70.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Cantor Fitzgerald upgraded MA to a “strong-buy,” which supports near-term buying interest and lifts sentiment among institutional investors. Cantor Fitzgerald Upgrade
• Positive Sentiment: A Seeking Alpha analysis projects 13%–16.5% annual EPS growth through 2028 and estimates a fair value near $616, highlighting durable margin profile and long-term transaction growth that justify premium multiples. Mastercard: Just Keep Swiping
• Positive Sentiment: Mastercard is expanding agentic AI products and partnerships (banking/retail automation and an agent-led payments trial), which could drive new revenue streams and product differentiation over time. Mastercard Launches Agentic AI Suite
• Neutral Sentiment: Analyst and media coverage (Zacks, Yahoo/Zacks analyst blog) is keeping MA in focus ahead of its quarterly report — expectations point to double-digit revenue and EPS growth but also note a stretched valuation. Is Mastercard Stock a Smart Bet Ahead of Q4?
• Neutral Sentiment: Multiple outlets note Mastercard’s high institutional ownership and strong profitability metrics — positive fundamentals but they also underpin the stock’s premium multiple and sensitivity to growth misses. Head-To-Head Analysis: Mastercard & Ryvyl
• Negative Sentiment: Competitive risk: Capital One’s acquisition activity (Brex) and broader bank consolidation/fintech push are cited as potential long-term competitive threats to card processors’ margins and volumes. Investors may price in this risk alongside premium valuation. Capital One Stock Weak After Earnings, Brex Deal in Focus

Mastercard Trading Up 0.1%

Shares of MA opened at $521.18 on Thursday. The stock’s fifty day simple moving average is $554.28 and its 200-day simple moving average is $564.58. The firm has a market capitalization of $468.02 billion, a PE ratio of 33.32, a price-to-earnings-growth ratio of 1.76 and a beta of 0.86. Mastercard Incorporated has a 12-month low of $465.59 and a 12-month high of $601.77. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 2.40.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same period in the previous year, the firm posted $3.89 earnings per share. Mastercard’s revenue for the quarter was up 16.7% compared to the same quarter last year. As a group, research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be issued a $0.87 dividend. This is a boost from Mastercard’s previous quarterly dividend of $0.76. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio is currently 22.25%.

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.