Longbow Finance SA Has $13.09 Million Holdings in Mastercard Incorporated $MA

Longbow Finance SA grew its stake in Mastercard Incorporated (NYSE:MA) by 50.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,013 shares of the credit services provider’s stock after purchasing an additional 7,704 shares during the period. Mastercard comprises about 1.3% of Longbow Finance SA’s investment portfolio, making the stock its 20th biggest position. Longbow Finance SA’s holdings in Mastercard were worth $13,090,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Brighton Jones LLC increased its position in shares of Mastercard by 42.3% during the fourth 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. AEGON ASSET MANAGEMENT UK Plc boosted its stake in Mastercard by 516.9% during the second quarter. AEGON ASSET MANAGEMENT UK Plc now owns 4,355 shares of the credit services provider’s stock worth $2,446,000 after buying an additional 3,649 shares in the last quarter. Harbour Investments Inc. raised its stake in shares of Mastercard by 1.2% in the 2nd quarter. Harbour Investments Inc. now owns 9,771 shares of the credit services provider’s stock valued at $5,491,000 after buying an additional 120 shares in the last quarter. Mutual Advisors LLC boosted its holdings in Mastercard by 9.1% during the second quarter. Mutual Advisors LLC now owns 6,053 shares of the credit services provider’s stock valued at $3,439,000 after purchasing an additional 505 shares in the last quarter. Finally, Rosenberg Matthew Hamilton boosted its stake in Mastercard by 11.0% in the second quarter. Rosenberg Matthew Hamilton now owns 324 shares of the credit services provider’s stock valued at $182,000 after acquiring an additional 32 shares during the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on MA. Tigress Financial lifted their target price on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a research report on Thursday, November 6th. Raymond James Financial cut their price objective on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and increased their target price for the stock from $620.00 to $735.00 in a report on Tuesday, January 13th. Daiwa Securities Group set a $610.00 price target on shares of Mastercard and gave the company an “outperform” rating in a research note on Monday, February 2nd. Finally, Rothschild & Co Redburn set a $685.00 price objective on shares of Mastercard in a research note on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Mastercard has an average rating of “Buy” and an average target price of $669.27.

Mastercard Price Performance

Shares of MA opened at $527.65 on Friday. The company has a current ratio of 1.03, a quick ratio of 1.12 and a debt-to-equity ratio of 2.36. The company’s fifty day simple moving average is $554.39 and its 200 day simple moving average is $563.50. Mastercard Incorporated has a 1-year low of $465.59 and a 1-year high of $601.77. The company has a market cap of $473.83 billion, a price-to-earnings ratio of 31.94, a PEG ratio of 1.74 and a beta of 0.83.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.52. The company had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company’s quarterly revenue was up 17.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.82 EPS. On average, research analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be paid a $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio is currently 21.07%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Zacks raised Mastercard’s FY2026 outlook (now $19.03 from $18.80) and issued higher long‑range FY2028 EPS forecasts ($25.10), implying stronger medium‑term earnings growth and supporting valuation. (Zacks estimate revisions reported 2/12–2/13)
• Positive Sentiment: Recent coverage notes Mastercard’s revenue beat as customers continue to spend — this reinforces the company’s underlying transaction volume strength and supports upside to revenue and fee growth. Mastercard Incorporated (MA) revenue beats forecasts as customers continue to spend
• Neutral Sentiment: Mastercard announced participation in two March investor conferences — gives management chances to update guidance and reassure investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Industry/strategy coverage discusses Mastercard’s positioning around stablecoins and crypto rails — signals strategic focus on future payments infrastructure but not an immediate earnings swing. Visa and Mastercard Bet Stablecoins Are the Future of Payments
• Neutral Sentiment: Mastercard launched knowledge‑sharing exchanges with the Central Bank of Syria under a strategic collaboration framework — a geopolitical / compliance angle to monitor; immediate financial impact appears limited. Mastercard and Central Bank of Syria launch knowledge-sharing exchanges under strategic collaboration framework
• Negative Sentiment: Zacks trimmed a handful of 2027 quarterly EPS estimates (Q1, Q2, Q3 2027 and a small FY2027 cut to $21.70 from $21.77), which may pressure short‑term sentiment as investors reassess near‑term margin/timing assumptions. (Zacks estimate revisions reported 2/12–2/13)
• Neutral Sentiment: Zacks also ran a broader piece highlighting Mastercard as a growth stock (style/score discussion) — supportive for longer‑term investor interest but not an immediate catalyst. Here’s Why MasterCard (MA) is a Strong Growth Stock

Mastercard Company 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.