Motley Fool Asset Management LLC Has $68.68 Million Holdings in Mastercard Incorporated $MA

Motley Fool Asset Management LLC lifted its position in Mastercard Incorporated (NYSE:MA) by 19.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 120,299 shares of the credit services provider’s stock after buying an additional 19,877 shares during the period. Mastercard accounts for 2.7% of Motley Fool Asset Management LLC’s portfolio, making the stock its 8th biggest position. Motley Fool Asset Management LLC’s holdings in Mastercard were worth $68,676,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in MA. E Fund Management Hong Kong Co. Ltd. raised its holdings in shares of Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after acquiring an additional 41 shares in the last quarter. Tacita Capital Inc raised its holdings in Mastercard by 50.0% in 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 in the last quarter. Foster Dykema Cabot & Partners LLC raised its holdings in Mastercard by 250.0% in 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 in the last quarter. Bay Harbor Wealth Management LLC raised its holdings in Mastercard by 54.1% in 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 in the last quarter. Finally, Birchbrook Inc. bought a new position in Mastercard in the fourth quarter worth about $37,000. 97.28% of the stock is currently owned by institutional investors.

Mastercard Stock Performance

MA opened at $494.84 on Wednesday. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The company has a market cap of $437.23 billion, a P/E ratio of 28.64, a price-to-earnings-growth ratio of 1.51 and a beta of 0.74. The firm’s 50-day moving average price is $499.71 and its 200-day moving average price is $524.47.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the prior year, the company posted $3.73 earnings per share. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. As a group, equities analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MA. BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 target price for the company in a report on Thursday, March 19th. Royal Bank Of Canada reduced their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. UBS Group reduced their target price on shares of Mastercard from $650.00 to $640.00 and set a “buy” rating for the company in a report on Friday, May 1st. Bank of America began coverage on shares of Mastercard in a report on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price for the company. Finally, Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $656.04.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: A U.S. judge gave preliminary approval to Mastercard’s revised $38 billion swipe-fee settlement with merchants, a step that could help end a long-running antitrust dispute and remove a major legal uncertainty for the card network. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Positive Sentiment: Mastercard continues to highlight growth initiatives, including a new partnership with Clip, Ant International and Televisa-Univision on a digital wallet ecosystem in Mexico, which supports broader digital payments adoption and network usage. Clip Launches Mi Clip, a Digital Wallet Ecosystem, by Partnering with Ant International, Mastercard and Televisa-Univision
• Positive Sentiment: Recent commentary around Mastercard emphasized resilient spending trends and rising earnings estimates, reinforcing the view that the underlying business remains healthy despite the stock’s year-to-date decline. Mastercard Down 15% YTD Despite Strong Operations: Buy, Hold or Sell?
• Neutral Sentiment: Mastercard also presented at the RBC Capital Markets Global Financial Technology Conference, which is generally a routine investor-update event rather than a clear new catalyst. Mastercard Incorporated (MA) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
• Neutral Sentiment: Mastercard CEO comments about concerns over AI agentic commerce add color on future risks and opportunities, but do not appear to be an immediate fundamental headwind. Mastercard CEO shares grave concerns over AI agentic commerce

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.