Mastercard Incorporated $MA Shares Sold by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC lessened its position in shares of Mastercard Incorporated (NYSE:MA) by 29.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,400 shares of the credit services provider’s stock after selling 988 shares during the period. Perennial Investment Advisors LLC’s holdings in Mastercard were worth $1,365,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MA. Brighton Jones LLC lifted its stake in Mastercard by 42.3% during the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares during the last quarter. Ethos Financial Group LLC increased its stake in Mastercard by 4.9% in the second quarter. Ethos Financial Group LLC now owns 3,328 shares of the credit services provider’s stock valued at $1,870,000 after purchasing an additional 154 shares during the last quarter. Middleton & Co. Inc. MA raised its holdings in Mastercard by 4.9% during the second quarter. Middleton & Co. Inc. MA now owns 3,773 shares of the credit services provider’s stock worth $2,120,000 after purchasing an additional 175 shares in the last quarter. Finally, Modera Wealth Management LLC raised its holdings in Mastercard by 0.7% during the second quarter. Modera Wealth Management LLC now owns 13,861 shares of the credit services provider’s stock worth $7,789,000 after purchasing an additional 94 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard expanded its partnership with SoFi to enable SoFiUSD stablecoin settlements across Mastercard’s global payments network — a move that could accelerate cross‑border and B2B settlement use cases and support fees from new rails. Mastercard’s Stablecoin Moment: SoFiUSD Gets Global Settlement Rails
• Positive Sentiment: Analyst sentiment is supportive: Bank of America/other firms have highlighted card networks as defensive growth plays and some firms have raised price targets or maintain Buy ratings, giving upside to valuation expectations. BofA sees card networks as safest bets Mastercard Receives Consensus ‘Buy’
• Neutral Sentiment: Corporate / partnership PR — a Mastercard executive was appointed to Delivering Good’s board (non‑financial/CSR news). Useful for reputation but unlikely to move fundamentals. Delivering Good Welcomes Three New Board Members
• Neutral Sentiment: Industry positioning: coverage of Mastercard trialing autonomous payment/AI agents and engaging with standards work — signals ongoing product innovation; timing and monetization remain uncertain. Mastercard, DBS and UOB trial autonomous payment AI agent Visa, Mastercard jockey to set agentic standards
• Negative Sentiment: Risk theme — analysts and stories are raising the prospect that AI shopping agents could reduce the role of card networks in commerce, a structural threat that could pressure long‑term growth assumptions. Are Visa and Mastercard vulnerable to AI shopping agents?
• Negative Sentiment: Regulatory/competitive concern — coverage arguing Europe needs a payments system independent of Visa/Mastercard highlights potential policy/headwinds that could limit market access or pricing power in key regions. Why Europe needs a payment system independent of Mastercard and Visa
• Negative Sentiment: Negative media spotlight — high‑profile commentators have advised caution on trading Mastercard, which can amplify short‑term selling pressure despite underlying fundamentals. Cramer’s Stop Trading: Mastercard

Analyst Ratings Changes

A number of research analysts recently commented on MA shares. Cantor Fitzgerald raised shares of Mastercard to a “strong-buy” rating in a research report on Tuesday, January 27th. Royal Bank Of Canada restated an “outperform” rating and issued a $656.00 price objective on shares of Mastercard in a research note on Friday, January 30th. Evercore set a $610.00 price objective on Mastercard in a report on Friday, December 12th. Morgan Stanley lifted their target price on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Finally, HSBC raised Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $670.61.

Mastercard Stock Performance

Shares of MA opened at $521.82 on Friday. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. The stock has a market capitalization of $465.36 billion, a P/E ratio of 31.59, a P/E/G ratio of 1.68 and a beta of 0.83. The company’s fifty day moving average is $539.50 and its two-hundred day moving average is $557.57. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

Mastercard (NYSE:MA) last released 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. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The company had revenue of $8.81 billion during the quarter, compared to analysts’ expectations of $8.80 billion. During the same quarter last year, the business earned $3.82 EPS. The business’s revenue was up 17.5% on a year-over-year basis. On average, sell-side analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Announces Dividend

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

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.