Envestnet Portfolio Solutions Inc. Sells 6,034 Shares of Mastercard Incorporated $MA

Envestnet Portfolio Solutions Inc. lessened its position in Mastercard Incorporated (NYSE:MA) by 9.3% in the 3rd quarter, Holdings Channel reports. The firm owned 58,966 shares of the credit services provider’s stock after selling 6,034 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Mastercard were worth $33,540,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MA. Brighton Jones LLC lifted its holdings in shares of Mastercard by 42.3% during 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 in the last quarter. BCS Wealth Management raised its holdings in Mastercard by 18.0% during the 2nd quarter. BCS Wealth Management now owns 965 shares of the credit services provider’s stock worth $542,000 after buying an additional 147 shares during the period. Financial Management Professionals Inc. raised its holdings in Mastercard by 8.3% during the 2nd quarter. Financial Management Professionals Inc. now owns 563 shares of the credit services provider’s stock worth $316,000 after buying an additional 43 shares during the period. Regatta Capital Group LLC lifted its stake in Mastercard by 1.4% in the second quarter. Regatta Capital Group LLC now owns 2,940 shares of the credit services provider’s stock valued at $1,652,000 after buying an additional 40 shares in the last quarter. Finally, Affinity Wealth Management LLC lifted its stake in Mastercard by 0.6% in the second quarter. Affinity Wealth Management LLC now owns 16,145 shares of the credit services provider’s stock valued at $9,073,000 after buying an additional 104 shares in the last quarter. 97.28% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Morgan Stanley set a $665.00 price objective on shares of Mastercard and gave the stock an “overweight” rating in a report on Friday, October 31st. Royal Bank Of Canada lifted their price target on Mastercard from $645.00 to $654.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research report on Sunday, December 14th. Macquarie raised their target price on shares of Mastercard from $655.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company lowered their target price on shares of Mastercard from $669.00 to $660.00 and set an “overweight” rating on the stock in a report on Friday, October 31st. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $661.24.

Mastercard Stock Up 0.9%

Shares of NYSE MA opened at $532.53 on Friday. The firm has a market cap of $478.21 billion, a PE ratio of 34.05, a price-to-earnings-growth ratio of 1.79 and a beta of 0.86. The company has a 50 day simple moving average of $555.23 and a 200 day simple moving average of $565.62. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

Mastercard (NYSE:MA) last issued its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) 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 firm had revenue of $8.60 billion for the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter in the previous year, the company earned $3.89 EPS. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, research analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, February 9th. Stockholders 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 dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. Mastercard’s dividend payout ratio is 22.25%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard’s partnership with Agoda to enable instant travel redemptions modernizes rewards and pushes the company deeper into experience-driven, digital-first loyalty — a growth avenue for card spend and fees. Does Mastercard’s Agoda Deal Mark a New Phase in Rewards?
• Positive Sentiment: Compass Point upgraded MA to Buy and raised its price target (reported via TheFly), a notable analyst endorsement that can support upside sentiment and institutional interest. Is Mastercard Incorporated (NYSE:MA) One of the Best S&P 500 Stocks to Look For in 2026?
• Positive Sentiment: Regional rollouts (e.g., Phuket smart buses accepting contactless Mastercard payments) continue to expand transaction volume and network relevance in travel and tourism markets. Phuket Smart Bus Adds Contactless Card Payments with Mastercard
• Positive Sentiment: Mastercard and iScore’s collaboration to study a new scoring model for Egypt signals growth in digital lending tools and data-driven services for emerging markets. Mastercard and iscore join forces to study building a new scoring model
• Neutral Sentiment: Analysts expect Mastercard’s upcoming earnings to show growth and position the company for a possible beat, increasing attention ahead of the report. MasterCard (MA) Earnings Expected to Grow
• Neutral Sentiment: Reminder: Mastercard will release quarterly results on Thursday — a near-term catalyst for volatility around guidance, volumes and cross-border travel recovery metrics. Mastercard (MA) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: CEO comments about AI increasing cyber threats highlight operational risk focus and ongoing investment in security — relevant for long-term margin and technology spending. Mastercard CEO Says AI Is Fueling a Cyber Arms Race With Hackers
• Negative Sentiment: Regulatory/market disruption in Brazil: the central bank’s liquidation of a lender tied to Banco Master led Mastercard to suspend cards there — a near-term hit to volumes in that market and a reminder of geopolitical/regulatory tail risks. Brazil central bank liquidates Banco Master’s Will as Mastercard suspends cards
• Negative Sentiment: A founder resignation at fintech Guavapay ahead of a court battle involving Mastercard adds legal/PR uncertainty in that dispute. London fintech Guavapay founder quits ahead of Mastercard court battle
• Negative Sentiment: Notable investors trimming positions (reports of sell activity) and broader comparisons that favor Visa on valuation/margins can cap near-term multiple expansion. 4 Stocks Guy Spier Was Selling in Q4

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.