Mastercard Incorporated $MA Shares Purchased by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd lifted its holdings in Mastercard Incorporated (NYSE:MA) by 8.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 222,928 shares of the credit services provider’s stock after purchasing an additional 16,844 shares during the period. Mastercard comprises about 0.7% of Swiss Life Asset Management Ltd’s portfolio, making the stock its 26th largest holding. Swiss Life Asset Management Ltd’s holdings in Mastercard were worth $126,804,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Vulcan Value Partners LLC raised its position in Mastercard by 6.5% during the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after acquiring an additional 28,331 shares during the period. Nicholson Wealth Management Group LLC grew its position in shares of Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock valued at $1,625,000 after purchasing an additional 1,730 shares during the period. Mn Services Vermogensbeheer B.V. grew its position in shares of Mastercard by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock valued at $175,872,000 after purchasing an additional 4,700 shares during the period. Financiere des Professionnels Fonds d investissement inc. increased its stake in shares of Mastercard by 88.9% during the third quarter. Financiere des Professionnels Fonds d investissement inc. now owns 15,335 shares of the credit services provider’s stock worth $8,723,000 after purchasing an additional 7,215 shares in the last quarter. Finally, Global X Japan Co. Ltd. increased its stake in shares of Mastercard by 3,694.7% during the third quarter. Global X Japan Co. Ltd. now owns 9,297 shares of the credit services provider’s stock worth $5,288,000 after purchasing an additional 9,052 shares in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Stock Down 3.6%

Shares of NYSE MA opened at $488.41 on Thursday. The stock has a market cap of $435.57 billion, a PE ratio of 29.56, a P/E/G ratio of 1.64 and a beta of 0.83. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a 12-month low of $465.59 and a 12-month high of $601.77. The company has a 50-day moving average of $528.39 and a 200 day moving average of $552.40.

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

Mastercard Announces Dividend

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

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Strategic BVNK acquisition expands Mastercard’s on‑chain capabilities and gives it direct stablecoin and fiat‑to‑crypto rails for cross‑border and B2B payments — a core reason investors see long‑term revenue upside from tokenized settlements. Read More.
• Positive Sentiment: New J.P. Morgan Payments partnership launches a virtual card product in Europe — drives fee revenue in corporate payments and shows Mastercard extending traditional payment flows while integrating newer rails. Read More.
• Positive Sentiment: Product innovation: Mastercard is building generative AI models to improve payment insights and fraud detection — a potential margin and competitiveness boost across its network services. Read More.
• Positive Sentiment: Broader crypto connectivity: Mastercard added TRON to its network, expanding blockchain reach and interoperability for digital‑asset partners. Read More.
• Neutral Sentiment: Industry context — multiple pieces note operational and adoption barriers for stablecoins (settlement plumbing, compliance, liquidity and standards), which temper near‑term impact and timelines for BVNK’s contribution. Read More.
• Negative Sentiment: Valuation and market skepticism: some coverage questions BVNK’s valuation, brand familiarity and whether the deal justifies the $1.8B price, contributing to short‑term selling pressure. Read More.
• Negative Sentiment: Regulatory/legal overhang remains — Mastercard can appeal a UK ruling on interchange fees, but ongoing antitrust litigation and heightened regulatory focus on crypto payments create execution and compliance risk. Read More.

Analyst Ratings Changes

A number of brokerages recently weighed in on MA. Bank of America began coverage on shares of Mastercard in a research note on Thursday, March 5th. They issued a “buy” rating and a $700.00 price target on the stock. Rothschild & Co Redburn set a $685.00 target price on Mastercard in a report on Wednesday, January 28th. Royal Bank Of Canada restated an “outperform” rating and issued a $656.00 target price on shares of Mastercard in a research report on Friday, January 30th. Wells Fargo & Company lifted their price target on Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Mastercard in a research report on Thursday, January 22nd. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $670.83.

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.