State of New Jersey Common Pension Fund D Purchases 23,579 Shares of Mastercard Incorporated $MA

State of New Jersey Common Pension Fund D grew its position in shares of Mastercard Incorporated (NYSE:MA) by 8.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 300,441 shares of the credit services provider’s stock after acquiring an additional 23,579 shares during the quarter. Mastercard comprises approximately 0.6% of State of New Jersey Common Pension Fund D’s holdings, making the stock its 19th largest holding. State of New Jersey Common Pension Fund D’s holdings in Mastercard were worth $170,894,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. LGT Financial Advisors LLC purchased a new position in shares of Mastercard in the 2nd quarter worth $25,000. Evolution Wealth Management Inc. purchased a new stake in shares of Mastercard during the 2nd quarter valued at about $29,000. IMG Wealth Management Inc. bought a new position in shares of Mastercard in the 2nd quarter valued at about $31,000. Robbins Farley grew its position in Mastercard by 50.0% in the third quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Finally, Tacita Capital Inc lifted its stake in shares of Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares during the last quarter. Institutional investors own 97.28% of the company’s stock.

Mastercard Price Performance

Mastercard stock opened at $518.43 on Friday. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.12. The stock has a market cap of $465.55 billion, a price-to-earnings ratio of 31.38, a price-to-earnings-growth ratio of 1.67 and a beta of 0.83. The firm has a 50-day moving average of $553.85 and a two-hundred day moving average of $563.15. Mastercard Incorporated has a 1 year low of $465.59 and a 1 year high of $601.77.

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

Mastercard Dividend Announcement

The company 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 of this dividend is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s payout ratio is 21.07%.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Quarterly results/revenue beat — Mastercard reported revenue and spending trends that topped forecasts, reinforcing the company’s exposure to resilient consumer and electronic payments volume. This is the primary fundamental support for shares. Mastercard Incorporated (MA) Revenue Beats Forecasts as Customers Continue to Spend
• Positive Sentiment: Analyst upgrades to near-term estimates — Zacks raised several near-term EPS estimates (notably FY2026 and some 2026 quarters), implying improved expected earnings momentum into 2026 that can support valuation if sustained. MarketBeat MA overview / Zacks note
• Neutral Sentiment: Dividend payment — Mastercard paid its $0.87 quarterly dividend on Feb. 9, reflecting steady shareholder returns but not an unexpected change to the company’s capital allocation policy. Carrier Global’s Quiet Dividend Strategy Deserves Attention
• Neutral Sentiment: Investor outreach — Mastercard announced participation in investor conferences in March, which provides additional management access for investors but is routine. Mastercard to Participate in Upcoming Investor Conferences
• Negative Sentiment: Mixed / trimmed longer‑term estimates — Zacks also trimmed several 2027 quarterly and FY2027 EPS forecasts even as it raised other near-term/longer-term numbers; the mixed revisions add uncertainty around multi-year growth cadence and may temper enthusiasm. MarketBeat MA overview / Zacks note
• Negative Sentiment: Profit‑taking and valuation pressure — after the earnings beat and a multi‑month run near all‑time highs, investors appear to be taking profits and reacting to any mixed signals from analysts; MA’s valuation metrics and distance from moving averages make it vulnerable to short‑term pullbacks even on good news. (No external link)

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on MA. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. JPMorgan Chase & Co. reduced their target price on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. UBS Group lifted their price target on shares of Mastercard from $690.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Evercore set a $610.00 price objective on shares of Mastercard in a research report on Friday, December 12th. Finally, Morgan Stanley boosted their target price on Mastercard from $665.00 to $678.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $669.27.

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.