Cresset Asset Management LLC Lowers Stock Holdings in Mastercard Incorporated $MA

Cresset Asset Management LLC lessened its stake in Mastercard Incorporated (NYSE:MA) by 1.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 102,937 shares of the credit services provider’s stock after selling 1,681 shares during the period. Cresset Asset Management LLC’s holdings in Mastercard were worth $58,551,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Evolution Wealth Management Inc. purchased a new stake in shares of Mastercard during the second quarter worth approximately $29,000. Robbins Farley increased its stake in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after buying an additional 18 shares during the period. Tacita Capital Inc raised its position in Mastercard by 50.0% during the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock worth $32,000 after buying an additional 19 shares during the last quarter. True Wealth Design LLC lifted its stake in shares of Mastercard by 45.2% in the 2nd quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock worth $34,000 after acquiring an additional 19 shares during the period. Finally, Sagard Holdings Management Inc. purchased a new stake in shares of Mastercard in the second quarter valued at about $37,000. 97.28% of the stock is owned by institutional investors and hedge funds.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Small Business Fund opens for 2026 applicants — Mastercard expanded its Small Business Fund in Canada, signaling continued investment in SMB customer acquisition and brand goodwill that can drive card adoption and transaction volume. Mastercard Small Business Fund opens for 2026 applicants
• Positive Sentiment: Premium card rollout in Canada — Mastercard launched a new premium tier in partnership with Rogers (debut card: Rogers Red World Legend Mastercard), a product move that can increase branded card spend, interchange revenue and partnerships with telcos in a key market. Mastercard launches premium tier in Canada with Rogers as debut partner
• Positive Sentiment: MetaMask Card nationwide — Mastercard’s MetaMask Card roll‑out links self‑custody crypto wallets to its global merchant network, expanding payment use cases without balance sheet exposure; a strategic push into crypto payments and rewards could boost fee-bearing transactions. Blockchain Meets Checkout: Mastercard Plays the Long Game
• Positive Sentiment: Agentic/AI payments milestone — Mastercard and Santander completed Europe’s first live end‑to‑end AI agent payment, highlighting leadership in “agentic” payments and potential product differentiation for banks and fintechs. Mastercard and Santander Mark Agentic Payment Milestone
• Positive Sentiment: Contactless metro and reforestation in Taipei — New transit contactless payments and an ESG‑linked reforestation initiative show product expansion in urban mobility and sustainability branding that can support adoption in Asia Pacific. Mastercard Brings Contactless Metro Payments and Reforestation to Taipei
• Positive Sentiment: AI travel app with Thailand TAT — Partnership to launch an AI‑powered “Amazing Thailand” app signals co‑marketing and travel‑payments integration opportunities in tourism markets. Mastercard and TAT Launch AI-Powered “Amazing Thailand” App
• Neutral Sentiment: Stablecoins and crypto partnerships — Mastercard struck arrangements (e.g., with SoFi) to support stablecoin use cases, positioning the company for future digital‑asset demand while limiting balance‑sheet exposure; long‑term upside but execution risk remains. Mastercard, Visa make deals to jolt stablecoins
• Neutral Sentiment: Stripe/BNPL and token support — Ecosystem support (Stripe backing Mastercard agentic tokens and BNPL for Klarna/Affirm) helps merchant acceptance and tokenization adoption, indirectly benefiting Mastercard’s network. Stripe Will Support Visa And Mastercard Agentic Tokens And Back BNPL for Klarna And Affirm
• Neutral Sentiment: Analyst commentary — Zacks highlights Mastercard as a top‑ranked growth stock; helpful for sentiment but not a direct catalyst. MasterCard (MA) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: EU regulation risk — Coverage on whether the EU can reduce reliance on Visa/Mastercard highlights an ongoing regulatory overhang that could pressure cross‑border interchange economics and long‑term growth assumptions in Europe. How close is the EU to break free from Visa and Mastercard’s grip?

Wall Street Analyst Weigh In

MA has been the subject of a number of recent analyst reports. Wall Street Zen upgraded shares of Mastercard from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Dbs Bank raised Mastercard to a “moderate buy” rating in a report on Friday, February 6th. HSBC upgraded Mastercard from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 8th. Wells Fargo & Company increased their price objective on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Finally, Truist Financial set a $611.00 target price on shares of Mastercard in a research report on Tuesday, February 10th. Six analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $669.27.

Mastercard Trading Up 0.5%

Shares of MA stock opened at $523.56 on Wednesday. The stock has a market cap of $466.92 billion, a P/E ratio of 31.69, a P/E/G ratio of 1.68 and a beta of 0.83. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a fifty-two week low of $465.59 and a fifty-two week high of $601.77. The business has a fifty day simple moving average of $542.87 and a 200-day simple moving average of $558.49.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating 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 firm had revenue of $8.81 billion for the quarter, compared to analysts’ expectations of $8.80 billion. During the same period in the prior year, the company earned $3.82 EPS. The firm’s revenue was up 17.5% on a year-over-year basis. On average, analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Announces Dividend

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