Mastercard Incorporated $MA Stock Position Increased by Rothschild & Co Wealth Management UK Ltd

Rothschild & Co Wealth Management UK Ltd raised its position in Mastercard Incorporated (NYSE:MA) by 2.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,378,646 shares of the credit services provider’s stock after buying an additional 38,134 shares during the period. Mastercard comprises 12.6% of Rothschild & Co Wealth Management UK Ltd’s investment portfolio, making the stock its 2nd biggest position. Rothschild & Co Wealth Management UK Ltd owned approximately 0.15% of Mastercard worth $784,188,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of MA. Laurel Wealth Advisors LLC increased its position in shares of Mastercard by 55,868.1% in the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock valued at $7,541,880,000 after buying an additional 13,397,168 shares in the last quarter. Norges Bank acquired a new stake in Mastercard in the 2nd quarter valued at $6,725,317,000. Massachusetts Financial Services Co. MA increased its holdings in Mastercard by 25.6% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,372,404 shares of the credit services provider’s stock worth $3,580,909,000 after acquiring an additional 1,299,977 shares in the last quarter. Vanguard Group Inc. raised its position in Mastercard by 1.2% during the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock worth $45,181,341,000 after acquiring an additional 955,533 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in Mastercard by 2.8% during the second quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock valued at $11,062,509,000 after purchasing an additional 542,841 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on MA shares. Wall Street Zen raised shares of Mastercard from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Wells Fargo & Company boosted their price objective on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Raymond James Financial decreased their target price on Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Macquarie Infrastructure boosted their price target on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Finally, Tigress Financial raised their price objective on Mastercard from $685.00 to $730.00 and gave the company a “strong-buy” rating in a report on Thursday, November 6th. Six investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $669.27.

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is pushing “agentic commerce” in India—enabling AI agents to transact on behalf of consumers and working with banks on pilots. This accelerates new payment flows and value‑added services in a large, fast-growing market. Mastercard brings agentic commerce vision to India
• Positive Sentiment: Mastercard and Ericsson announced a partnership to link platforms for faster cross‑border digital money movement—improves rails for mobile-enabled transfers and could lift transaction volumes and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Launch of a fleet payments portfolio in Asia Pacific targets commercial, recurring spend (fuel, maintenance, fleet cards) — diversifies B2B revenue and deepens merchant relationships in a high‑frequency segment. Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Mastercard is advancing agentic payment pilots with banks and signalling readiness for AI-driven payments—this supports higher-margin value‑added services and reinforces the company’s tech leadership. Mastercard and Visa enlist banks for agentic payment pilots
• Neutral Sentiment: Analyst commentary highlights Mastercard’s wide moat versus competitors (asset‑light network, VAS strength), supporting the long-term thesis even as cost pressures persist. Payments Power Play: MA or AXP, Who Has the Deeper Moat in 2026?
• Neutral Sentiment: Exploratory work with BlackRock on potential XRP Ledger integration signals interest in ledger rails and settlement efficiency, but is early stage and more strategic than immediately revenue‑generating. Wall Street Giants BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: Mastercard rolled out a cybersecurity “report card” initiative—positive for risk management and brand trust, but not a near-term revenue driver. Mastercard applies a cyber security ‘report card’
• Negative Sentiment: Regulatory and competitive risk: UK banks and policymakers are exploring national alternatives to Visa/Mastercard and heightened political/regulatory concerns are being reported—this poses potential long‑term market share and fee pressure in key markets. Visa and Mastercard on red alert as fears of political shutdown mount

Mastercard Stock Performance

Shares of MA opened at $527.97 on Thursday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The company has a 50-day simple moving average of $552.89 and a 200-day simple moving average of $562.32. The company has a market capitalization of $474.11 billion, a PE ratio of 31.96, a P/E/G ratio of 1.68 and a beta of 0.83.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. During the same period in the prior year, the business posted $3.82 earnings per share. The firm’s revenue for the quarter was up 17.5% compared to the same quarter last year. Equities research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

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.