TD Asset Management Inc Sells 79,132 Shares of Mastercard Incorporated $MA

TD Asset Management Inc lowered its position in shares of Mastercard Incorporated (NYSE:MA) by 8.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 884,512 shares of the credit services provider’s stock after selling 79,132 shares during the quarter. TD Asset Management Inc owned about 0.10% of Mastercard worth $503,119,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Thoroughbred Financial Services LLC increased its holdings in Mastercard by 2.0% in the third quarter. Thoroughbred Financial Services LLC now owns 11,661 shares of the credit services provider’s stock worth $6,633,000 after purchasing an additional 233 shares in the last quarter. Colonial Trust Co SC grew its position in shares of Mastercard by 3.3% during the 3rd quarter. Colonial Trust Co SC now owns 1,345 shares of the credit services provider’s stock worth $765,000 after buying an additional 43 shares during the period. Parr Mcknight Wealth Management Group LLC increased its stake in shares of Mastercard by 2.0% in the 3rd quarter. Parr Mcknight Wealth Management Group LLC now owns 4,975 shares of the credit services provider’s stock valued at $2,830,000 after acquiring an additional 96 shares in the last quarter. First Heartland Consultants Inc. lifted its position in shares of Mastercard by 3.6% during the 3rd quarter. First Heartland Consultants Inc. now owns 2,358 shares of the credit services provider’s stock valued at $1,341,000 after acquiring an additional 81 shares during the period. Finally, LGT Capital Partners LTD. bought a new position in shares of Mastercard during the 3rd quarter worth about $64,010,000. Institutional investors own 97.28% of the company’s stock.

Mastercard Trading Up 0.4%

Mastercard stock opened at $498.14 on Wednesday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The stock has a market cap of $444.24 billion, a P/E ratio of 30.15, a PEG ratio of 1.60 and a beta of 0.83. The firm’s fifty day moving average price is $548.26 and its 200-day moving average price is $560.64.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping the consensus estimate of $4.24 by $0.52. The business had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The firm’s revenue was up 17.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.82 earnings per share. Equities research analysts forecast 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 issued a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, April 9th. Mastercard’s dividend payout ratio (DPR) is currently 21.07%.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is staffing up for stablecoins and DeFi (hiring a Director of Crypto Flows), signalling management is pushing into new rails and card-stablecoin integrations that could create new revenue streams. Mastercard Is Staffing Up for Stablecoins and DeFi — Here’s What That Means
• Positive Sentiment: Partnerships that extend reach: Mastercard and Ericsson are collaborating to integrate payments capabilities in the Middle East & Africa (Mastercard Move + Ericsson Fintech), and Mastercard is partnering with Cloudflare and banks (Truist) to expand open finance tools and SMB payment solutions — these can support revenue growth outside core interchange. Mastercard, Ericsson craft payment tools
• Positive Sentiment: Incremental acceptance wins (e.g., public transit fare acceptance) broaden everyday use cases and deepen network utility. Mastercard users can pay bus fares
• Neutral Sentiment: Mastercard is divesting its SessionM loyalty business to Capillary Technologies for $20 million — a small, non-core asset sale that raises cash but is unlikely to materially move revenue or margins. Capillary Technologies acquires SessionM from Mastercard for $20 million
• Negative Sentiment: Citrini Research’s scenario analysis argues AI agents and low-fee stablecoin rails could bypass interchange, presenting an existential threat to card economics; that report has triggered sector selling and negative attention on MA. Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
• Negative Sentiment: Market reaction: the Citrini/dystopian AI narrative has pressured payments and software stocks (including Visa/MA/AmEx), amplifying short-term volatility and selling pressure. Dystopian AI report sinks payment and software stocks
• Negative Sentiment: Competitive risk from new European payment apps aiming to challenge Visa/Mastercard in retail payments could pressure fees/volume in specific corridors over time. European payment app targets Visa, Mastercard dominance with retail payments push

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. Evercore set a $610.00 target price on Mastercard in a report on Friday, December 12th. Rothschild & Co Redburn set a $685.00 target price on Mastercard in a research report on Wednesday, January 28th. UBS Group increased their price target on Mastercard from $690.00 to $700.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and raised their price target for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Six investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $669.27.

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.