NewEdge Wealth LLC Reduces Holdings in Mastercard Incorporated $MA

NewEdge Wealth LLC reduced its stake in Mastercard Incorporated (NYSE:MA) by 8.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 97,591 shares of the credit services provider’s stock after selling 8,741 shares during the period. Mastercard makes up approximately 0.8% of NewEdge Wealth LLC’s portfolio, making the stock its 29th biggest position. NewEdge Wealth LLC’s holdings in Mastercard were worth $53,998,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Alberta Investment Management Corp raised its position in Mastercard by 41.8% in the third quarter. Alberta Investment Management Corp now owns 20,000 shares of the credit services provider’s stock valued at $11,376,000 after purchasing an additional 5,900 shares during the period. Redmont Wealth Advisors LLC acquired a new stake in shares of Mastercard in the third quarter valued at $98,000. MJP Associates Inc. ADV raised its holdings in shares of Mastercard by 5.6% in the 3rd quarter. MJP Associates Inc. ADV now owns 2,573 shares of the credit services provider’s stock valued at $1,463,000 after buying an additional 136 shares during the period. Essex Financial Services Inc. raised its holdings in shares of Mastercard by 3.4% in the 3rd quarter. Essex Financial Services Inc. now owns 4,114 shares of the credit services provider’s stock valued at $2,340,000 after buying an additional 135 shares during the period. Finally, Syon Capital LLC lifted its stake in Mastercard by 15.6% during the 3rd quarter. Syon Capital LLC now owns 12,621 shares of the credit services provider’s stock worth $7,179,000 after acquiring an additional 1,705 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

MA has been the topic of a number of research reports. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and increased their target price for the stock from $620.00 to $735.00 in a report on Tuesday, January 13th. JPMorgan Chase & Co. cut their price target on Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Macquarie Infrastructure increased their price target on Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Tigress Financial boosted their price objective on Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research report on Thursday, November 6th. Finally, Raymond James Financial cut their target price on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Six research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Mastercard presently has an average rating of “Buy” and a consensus target price of $669.27.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Cloudflare + Mastercard launch a cybersecurity platform aimed at small businesses — expands Mastercard’s merchant value-added services (new recurring revenue opportunity; strengthens SME stickiness). Cloudflare and Mastercard launch cybersecurity platform for small businesses
• Positive Sentiment: Ericsson and Mastercard link platforms to speed cross-border money movement — partnership targets high-volume mobile and telco rails, potentially increasing processed volume and fees. Mastercard and Ericsson Team to Help Bolster Money Movement
• Positive Sentiment: Mastercard rolls out agentic commerce pilots (India and with banks) enabling AI agents to transact — positions MA to capture future payments volume from AI-driven purchases. Mastercard and Visa enlist banks for agentic payment pilots
• Positive Sentiment: Mastercard signals readiness to roll out AI-enabled payments and other AI features — supports long-term product differentiation and higher-margin services. Mastercard is ready to roll out AI payments
• Positive Sentiment: Regional growth: partnership with Grameenphone in Bangladesh and a new fleet solutions portfolio in APAC extend Mastercard’s merchant reach and vertical product sales. Grameenphone and Mastercard partner to unlock new possibilities in digital lifestyle Mastercard Launches Portfolio of Fleet Solutions in Asia Pacific
• Positive Sentiment: Exploratory blockchain work with BlackRock on the XRP Ledger signals strategic diversification into tokenized rails and custody/institutional flows. BlackRock and Mastercard Explore XRP Ledger Integration
• Neutral Sentiment: ESG/community initiatives (Inclusion Hub for autistic Australians; music program in Manchester) support brand and regulatory goodwill but are unlikely to drive near-term revenue. Mastercard unveils Inclusion Hub New Mastercard programme aims to break barriers for young Mancunians in music
• Neutral Sentiment: Analyst commentary (Zacks pieces) reiterates Mastercard’s deep moat and industry positioning despite margin pressure from tech spend — supports investor confidence but is not new company-specific news. Payments Power Play: MA or AXP
• Negative Sentiment: Regulatory/competitive risk: UK and some banks are exploring national payment alternatives to Visa/Mastercard — could pressure long-term interchange volumes in certain markets. UK looking at Visa and Mastercard alternatives Visa and Mastercard on red alert

Mastercard Stock Performance

Shares of MA opened at $527.97 on Thursday. The company has a market capitalization of $474.11 billion, a price-to-earnings ratio of 31.96, a price-to-earnings-growth ratio of 1.68 and a beta of 0.83. Mastercard Incorporated has a 52-week low of $465.59 and a 52-week high of $601.77. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. The stock has a 50 day moving average price of $552.89 and a 200 day moving average price of $562.32.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share (EPS) for the quarter, beating 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 net margin of 45.65% and a return on equity of 203.92%. The company’s revenue for the quarter was up 17.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.82 EPS. Research analysts predict that Mastercard Incorporated will post 15.91 EPS for the current fiscal year.

Mastercard Dividend Announcement

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

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.