Legacy Edge Advisors LLC Makes New $1.64 Million Investment in Mastercard Incorporated $MA

Legacy Edge Advisors LLC acquired a new position in shares of Mastercard Incorporated (NYSE:MA) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,875 shares of the credit services provider’s stock, valued at approximately $1,641,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MA. Tacita Capital Inc increased its holdings 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 purchasing an additional 19 shares in the last quarter. Foster Dykema Cabot & Partners LLC increased its holdings in Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 40 shares in the last quarter. Dagco Inc. increased its holdings in Mastercard by 200.0% during the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock worth $38,000 after purchasing an additional 44 shares in the last quarter. Joseph Group Capital Management bought a new stake in Mastercard during the 4th quarter worth approximately $44,000. Finally, TruNorth Capital Management LLC bought a new stake in Mastercard during the 3rd quarter worth approximately $46,000. 97.28% of the stock is owned by institutional investors.

Mastercard Price Performance

Mastercard stock opened at $495.78 on Friday. Mastercard Incorporated has a 12 month low of $480.50 and a 12 month high of $601.77. The company has a current ratio of 0.98, a quick ratio of 1.03 and a debt-to-equity ratio of 2.56. The business’s 50 day simple moving average is $506.73 and its 200 day simple moving average is $536.08. The company has a market cap of $442.14 billion, a price-to-earnings ratio of 28.69, a PEG ratio of 1.59 and a beta of 0.76.

Mastercard (NYSE:MA) last posted its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 EPS for the quarter, beating the consensus estimate of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The business had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the prior year, the business earned $3.73 earnings per share. Mastercard’s revenue for the quarter was up 15.8% on a year-over-year basis. Sell-side analysts forecast that Mastercard Incorporated will post 19.54 EPS for the current year.

Mastercard Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be paid a $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio is presently 20.14%.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q1 results beat expectations — Mastercard reported stronger-than-expected revenue and EPS, with revenue up ~16% YoY and margin/ROE remaining robust; that underpins the company’s earnings momentum. Read More.
• Positive Sentiment: MoonPay will issue a virtual Mastercard debit card to let AI agents and users spend stablecoins anywhere Mastercard is accepted — expands crypto-to-fiat flows across the Mastercard network and creates incremental payment volume. Read More.
• Positive Sentiment: Partnerships and product wins (Stripe integration, Wizard, Wells Fargo B2B efforts) reinforce Mastercard’s push into agentic commerce, tokenization and B2B card adoption — supports medium-term volume and fee growth. Read More.
• Positive Sentiment: Industry commentary highlights secular upside — analysts’ average price targets imply material upside and some firms have raised FY estimates, signaling continued analyst confidence in long-term growth. Read More.
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper read‑throughs on guidance and segment trends — useful for investors assessing sustainability of cross‑border and value‑added services growth. Read More.
• Negative Sentiment: Royal Bank of Canada trimmed its price target from $656 to $629 (still Outperform) — a downgrade in the target can prompt short-term selling even if the rating remains positive. Read More.
• Negative Sentiment: Susquehanna modestly lowered its target (from $670 to $665) — another target adjustment that may increase near-term volatility despite a positive stance. Read More.
• Negative Sentiment: Market reaction: several outlets note the stock fell despite earnings — suggests investor focus on valuation, buyback timing, margin pressure from rising expenses, or simply profit‑taking after recent gains. Read More.

Analyst Ratings Changes

MA has been the subject of a number of recent research reports. Rothschild & Co Redburn set a $685.00 price objective on Mastercard in a report on Wednesday, January 28th. Bank of America initiated coverage on Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 price objective for the company. Macquarie Infrastructure boosted their price objective on Mastercard from $660.00 to $675.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Weiss Ratings lowered Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Finally, Susquehanna cut their target price on Mastercard from $670.00 to $665.00 and set a “positive” rating on the stock in a research note on Friday. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $657.07.

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.