Mastercard Incorporated $MA Shares Purchased by Lockheed Martin Investment Management Co.

Lockheed Martin Investment Management Co. increased its position in shares of Mastercard Incorporated (NYSE:MA) by 11.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,250 shares of the credit services provider’s stock after purchasing an additional 1,410 shares during the quarter. Lockheed Martin Investment Management Co.’s holdings in Mastercard were worth $7,564,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MA. E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Mastercard by 820.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock worth $26,000 after purchasing an additional 41 shares during the period. Tacita Capital Inc lifted its holdings in shares of Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares during the period. Bay Harbor Wealth Management LLC lifted its holdings in shares of Mastercard by 54.1% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 20 shares during the period. Finally, Birchbrook Inc. acquired a new stake in shares of Mastercard during the fourth quarter worth about $37,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MA. Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, March 27th. Wolfe Research reissued an “outperform” rating on shares of Mastercard in a report on Tuesday, March 17th. Morgan Stanley reissued an “overweight” rating and issued a $679.00 price target on shares of Mastercard in a report on Friday, May 1st. Royal Bank Of Canada decreased their price target on Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Finally, Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Mastercard presently has a consensus rating of “Buy” and an average price target of $656.00.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

Mastercard Trading Up 0.7%

Shares of NYSE:MA opened at $493.41 on Friday. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77. The company has a market capitalization of $435.97 billion, a PE ratio of 28.55, a PEG ratio of 1.53 and a beta of 0.76. The business has a 50 day moving average of $503.29 and a two-hundred day moving average of $531.59. 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 announced its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating 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 company had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the company posted $3.73 earnings per share. Mastercard’s revenue for the quarter was up 15.8% on a year-over-year basis. As a group, analysts forecast that Mastercard Incorporated will post 19.58 EPS for the current year.

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.