Pensioenfonds Rail & OV Acquires New Position in Mastercard Incorporated $MA

Pensioenfonds Rail & OV acquired a new stake in Mastercard Incorporated (NYSE:MA) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 13,772 shares of the credit services provider’s stock, valued at approximately $7,595,000. Mastercard makes up 2.0% of Pensioenfonds Rail & OV’s portfolio, making the stock its 17th biggest holding.

Other institutional investors also recently modified their holdings of the company. State Street Corp increased its stake in Mastercard by 1.3% in the second quarter. State Street Corp now owns 36,964,305 shares of the credit services provider’s stock valued at $18,984,867,000 after purchasing an additional 486,283 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Mastercard by 10.4% during the 1st quarter. Jennison Associates LLC now owns 5,123,041 shares of the credit services provider’s stock worth $2,559,779,000 after purchasing an additional 480,725 shares in the last quarter. Fisher Asset Management LLC grew its stake in shares of Mastercard by 0.7% in the 3rd quarter. Fisher Asset Management LLC now owns 4,386,119 shares of the credit services provider’s stock valued at $2,418,813,000 after buying an additional 28,834 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Mastercard by 1.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,225,359 shares of the credit services provider’s stock valued at $2,111,216,000 after buying an additional 42,871 shares during the period. Finally, Amundi grew its stake in shares of Mastercard by 5.8% in the 2nd quarter. Amundi now owns 3,626,416 shares of the credit services provider’s stock valued at $1,862,527,000 after buying an additional 199,424 shares during the period. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analyst Weigh In

MA has been the subject of a number of research analyst reports. Dbs Bank raised Mastercard to a “moderate buy” rating in a research report on Friday, August 21st. UBS Group reiterated a “buy” rating and issued a $725.00 price target on shares of Mastercard in a report on Thursday, November 5th. Wolfe Research raised their price objective on Mastercard from $680.00 to $740.00 and gave the company an “outperform” rating in a research note on Tuesday, August 25th. Evercore raised their price objective on Mastercard from $550.00 to $620.00 in a research note on Friday, July 31st. Finally, Freedom Broker downgraded Mastercard from a “buy” rating to a “hold” rating and boosted their price objective for the company from $620.00 to $725.00 in a report on Thursday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Mastercard has an average rating of “Moderate Buy” and a consensus target price of $713.21.

Trending Headlines about Mastercard

These are some of the MA headlines that stood out recently:

• Positive Sentiment: Zacks Research raised its EPS estimates across multiple periods, including FY2027 to $22.98 from $22.34 and FY2028 to $26.45 from $25.74. The broad upward revisions suggest improving expectations for earnings growth. Mastercard analyst estimates
• Positive Sentiment: Mastercard opened its largest Asia-Pacific Innovation Centre of Excellence in Singapore, focused on AI-enabled payments, cybersecurity and agentic commerce. The hub could help develop new services and partnerships across the region; the company also plans to add more than 250 specialist roles in Singapore by 2029. Mastercard opens Asia-Pacific Innovation Centre
• Neutral Sentiment: Coverage also cites favorable analyst views of Mastercard, but the articles provide limited detail on new price targets or near-term earnings impact. With no major downside catalyst in the supplied reports, the recent news flow appears modestly supportive rather than a clear standalone driver of the shares.

Insider Buying and Selling at Mastercard

In other Mastercard news, CFO Ling Hai sold 4,318 shares of the business’s stock in a transaction that occurred on Friday, October 30th. The stock was sold at an average price of $642.43, for a total transaction of $2,774,012.74. Following the completion of the sale, the chief financial officer directly owned 35,750 shares of the company’s stock, valued at approximately $22,966,872.50. The trade was a 10.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $577.13, for a total value of $4,296,155.72. Following the completion of the sale, the insider directly owned 40,916 shares of the company’s stock, valued at approximately $23,613,851.08. This trade represents a 15.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 25,403 shares of company stock worth $15,428,736. Insiders own 0.09% of the company’s stock.

Mastercard Stock Up 1.3%

Shares of Mastercard stock traded up $8.53 during trading hours on Friday, reaching $661.13. The company’s stock had a trading volume of 1,936,242 shares, compared to its average volume of 3,351,180. Mastercard Incorporated has a one year low of $464.52 and a one year high of $681.99. The company has a market capitalization of $575.97 billion, a P/E ratio of 34.58, a P/E/G ratio of 1.84 and a beta of 0.78. The stock’s fifty day simple moving average is $600.12 and its two-hundred day simple moving average is $542.40. The company has a debt-to-equity ratio of 3.29, a quick ratio of 1.01 and a current ratio of 1.01.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, October 29th. The credit services provider reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. Mastercard had a net margin of 46.73% and a return on equity of 260.86%. The company had revenue of $9.81 billion during the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the previous year, the firm posted $4.38 earnings per share. The firm’s revenue for the quarter was up 14.0% on a year-over-year basis. On average, research analysts forecast that Mastercard Incorporated will post 20.01 earnings per share for the current year.

Mastercard Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, November 9th. Shareholders of record on Friday, October 9th were paid a dividend of $0.87 per share. The ex-dividend date was Friday, October 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.5%. Mastercard’s payout ratio is 18.20%.

Mastercard Company Profile

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, merchants, financial institutions, businesses and governments. Its network supports electronic payments, including transactions made with Mastercard-branded credit, debit and prepaid cards, as well as digital payment methods. The company provides technology for authorizing, clearing and settling transactions. It also offers services related to cybersecurity, identity verification, data analytics, fraud prevention and payment consulting.