Mastercard Incorporated $MA Shares Sold by Cambridge Investment Research Advisors Inc.

Cambridge Investment Research Advisors Inc. lessened its holdings in Mastercard Incorporated (NYSE:MA) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 128,968 shares of the credit services provider’s stock after selling 1,232 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Mastercard were worth $73,625,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of MA. Riggs Asset Managment Co. Inc. grew its position in Mastercard by 20.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after buying an additional 18 shares in the last quarter. FAS Wealth Partners Inc. grew its position in Mastercard by 1.7% during the third quarter. FAS Wealth Partners Inc. now owns 1,167 shares of the credit services provider’s stock worth $664,000 after buying an additional 19 shares in the last quarter. Matisse Capital grew its position in Mastercard by 1.4% during the third quarter. Matisse Capital now owns 1,348 shares of the credit services provider’s stock worth $767,000 after buying an additional 19 shares in the last quarter. Millington Financial Advisors LLC grew its position in Mastercard by 5.2% during the third quarter. Millington Financial Advisors LLC now owns 386 shares of the credit services provider’s stock worth $216,000 after buying an additional 19 shares in the last quarter. Finally, Tacita Capital Inc grew its position in Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after buying an additional 19 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard is expanding into emerging “agentic commerce” and AI-driven payments through its PhotonPay partnership, which could support future transaction growth and strengthen its role in next-generation payment infrastructure. Can Mastercard Ride the Agentic Commerce Wave With PhotonPay?
• Positive Sentiment: PhotonPay said it completed its first live agentic payment with Mastercard, reinforcing the company’s early positioning in AI-enabled financial rails and secure autonomous transactions. PhotonPay Completes its First Live Agentic Payment Together with Mastercard
• Positive Sentiment: Mastercard and BMONI launched multi-currency payment cards in Nigeria, a sign of continued international expansion and efforts to deepen card usage in growth markets. Mastercard, BMONI launch multi-currency payment cards in Nigeria
• Neutral Sentiment: Mastercard’s recent earnings were strong, with revenue and EPS both beating expectations, but investors are weighing that against a premium valuation and a recent stock pullback. Assessing Mastercard (MA) Valuation After Recent Share Price Weakness And Premium P/E Multiple
• Neutral Sentiment: Analyst commentary suggests the recent dip below $500 may be an attractive entry point for long-term holders, but near-term headwinds could persist before growth re-accelerates later in 2026. Mastercard: The Dip Below $500 Is A Gift For Long-Term Investors (Rating Upgrade)
• Negative Sentiment: A U.S. inquiry into Brazil’s PIX system raises concerns that instant-payment rails could bypass card networks like Mastercard and pressure cross-border transaction volumes over time. U.S. PIX Inquiry Puts Mastercard Growth And Valuation In Focus

Mastercard Stock Up 0.7%

Shares of MA opened at $493.41 on Friday. The stock has a market cap of $435.97 billion, a price-to-earnings ratio of 28.55, a P/E/G ratio of 1.54 and a beta of 0.76. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The company has a 50-day moving average price of $503.29 and a two-hundred day moving average price of $531.59.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter in the previous year, the company posted $3.73 earnings per share. Mastercard’s quarterly revenue was up 15.8% compared to the same quarter last year. Equities analysts predict that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Wall Street Zen downgraded Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Wells Fargo & Company raised their price target on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. BMO Capital Markets initiated coverage on shares of Mastercard in a research note on Tuesday, April 21st. They set an “outperform” rating and a $605.00 price target for the company. Macquarie Infrastructure raised their price target on shares of Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Finally, Raymond James Financial set a $609.00 price target on shares of Mastercard in a research note on Friday, May 1st. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Mastercard currently has a consensus rating of “Buy” and an average price target of $656.00.

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.