Shares of Mastercard Incorporated (NYSE:MA – Get Free Report) have received an average recommendation of “Buy” from the twenty-nine research firms that are covering the firm, MarketBeat.com reports. Three analysts have rated the stock with a hold recommendation, twenty-one have assigned a buy recommendation and five have given a strong buy recommendation to the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $657.48.
A number of research firms have weighed in on MA. Hsbc Global Res upgraded shares of Mastercard from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Wall Street Zen downgraded shares of Mastercard from a “buy” rating to a “hold” rating in a research report on Sunday, December 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research note on Wednesday, October 8th. Wells Fargo & Company cut their price objective on Mastercard from $669.00 to $660.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. Finally, Cowen reissued a “buy” rating on shares of Mastercard in a report on Friday, October 31st.
Read Our Latest Analysis on MA
Mastercard Stock Performance
Mastercard (NYSE:MA – Get Free Report) last announced its earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share for the quarter, topping the consensus estimate of $4.31 by $0.07. Mastercard had a return on equity of 202.03% and a net margin of 45.28%.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 prior year, the company posted $3.89 EPS. The business’s quarterly revenue was up 16.7% on a year-over-year basis. Analysts expect that Mastercard will post 15.91 EPS for the current fiscal year.
Mastercard Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. This is an increase from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio is currently 19.44%.
More Mastercard News
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Launched “Merchant Cloud,” a new suite aimed at helping merchants modernize digital commerce and accelerate omnichannel payments adoption — broadens merchant solutions and potential SaaS-style revenue. Mastercard introduces Merchant Cloud for the evolving digital commerce landscape
- Positive Sentiment: Mastercard SpendingPulse reports U.S. retail sales (ex-auto) up about 3.9% Y/Y through Dec. 21, signaling stronger consumer spending and higher payments volume for Mastercard. Mastercard SpendingPulse: Savvy Shoppers and E-Commerce Fuel U.S. Holiday Retail Sales Growth by 3.9% YOY
- Positive Sentiment: Industry preliminary data from Visa and Mastercard shows ~4% U.S. holiday retail growth — reinforces the SpendingPulse read and supports expectations for higher take‑rates and processed volume. Visa and Mastercard report 4% growth in US holiday retail sales
- Positive Sentiment: Expanded strategic partnerships to accelerate “agentic commerce”: Fiserv will implement Mastercard’s Agent Pay Acceptance Framework at scale, improving merchant access to AI-driven payment flows. This increases distribution and could boost volume over time. Fiserv and Mastercard Partner to Advance Trusted Agentic Commerce For Merchants
- Positive Sentiment: Partnership with LoanPro to offer “Loan on Card” expands credit and lending capabilities delivered via Mastercard rails — potential new fees and deeper issuer relationships. Mastercard Incorporated (MA) Partners with LoanPro to Offer Loan on Card
- Positive Sentiment: FAB (First Abu Dhabi Bank) and Mastercard launched mobile-first virtual corporate cards in the UAE, strengthening commercial card presence in a fast-growing corporate-payments market. FAB and Mastercard transform UAE business payments with mobile-first virtual corporate cards
- Neutral Sentiment: Coverage and interviews (e.g., regional execs on digital payments/crypto) provide strategic color but no near-term financial impact disclosed. Mastercard’s Prakriti Singh and Raj Dhamodharan discuss the future of digital payments and crypto in the region
- Neutral Sentiment: Options‑market writeup notes increased derivatives activity around MA — indicates trader interest/positioning but not a fundamental directional signal. Unpacking the Latest Options Trading Trends in Mastercard
- Neutral Sentiment: MSN and other outlets highlighted holiday e‑commerce trends based on Mastercard data — supportive macro picture but largely reiterative. Holiday shoppers turn to e-commerce for deals and convenience — Mastercard
Institutional Investors Weigh In On Mastercard
A number of large investors have recently modified their holdings of MA. Kingstone Capital Partners Texas LLC purchased a new stake in Mastercard during the 2nd quarter valued at about $11,421,213,000. Laurel Wealth Advisors LLC boosted its holdings in shares of Mastercard by 55,868.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock worth $7,541,880,000 after purchasing an additional 13,397,168 shares during the last quarter. Norges Bank acquired a new position in shares of Mastercard during the 2nd quarter worth approximately $6,725,317,000. Massachusetts Financial Services Co. MA grew its position in shares of Mastercard by 25.6% in the second quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock valued at $3,580,909,000 after purchasing an additional 1,299,977 shares in the last quarter. Finally, State Street Corp increased its holdings in shares of Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.
About Mastercard
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.
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