Burling Wealth Partners LLC Boosts Holdings in Mastercard Incorporated $MA

Burling Wealth Partners LLC increased its holdings in Mastercard Incorporated (NYSE:MA) by 5.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,418 shares of the credit services provider’s stock after buying an additional 1,049 shares during the quarter. Mastercard accounts for about 1.8% of Burling Wealth Partners LLC’s investment portfolio, making the stock its 16th largest position. Burling Wealth Partners LLC’s holdings in Mastercard were worth $11,656,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Riggs Asset Managment Co. Inc. boosted its holdings in shares of Mastercard by 20.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after buying an additional 18 shares during the last quarter. Millington Financial Advisors LLC boosted its holdings in shares of Mastercard by 5.2% in the third quarter. Millington Financial Advisors LLC now owns 386 shares of the credit services provider’s stock worth $216,000 after buying an additional 19 shares during the last quarter. Tacita Capital Inc boosted its holdings in shares of Mastercard by 50.0% in the third 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. Affinity Capital Advisors LLC boosted its holdings in shares of Mastercard by 0.7% in the fourth quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock worth $1,678,000 after buying an additional 19 shares during the last quarter. Finally, Abacus Planning Group Inc. boosted its holdings in shares of Mastercard by 3.3% in the fourth quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock worth $337,000 after buying an additional 19 shares during the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Trading Down 0.2%

Shares of MA opened at $498.59 on Thursday. The company has a debt-to-equity ratio of 2.56, a current ratio of 0.98 and a quick ratio of 0.98. Mastercard Incorporated has a 1 year low of $480.50 and a 1 year high of $601.77. The company has a 50 day simple moving average of $502.08 and a two-hundred day simple moving average of $530.11. The firm has a market cap of $440.55 billion, a P/E ratio of 28.85, a price-to-earnings-growth ratio of 1.56 and a beta of 0.76.

Mastercard (NYSE:MA) last announced its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. During the same period last year, the firm posted $3.73 EPS. The company’s revenue was up 15.8% on a year-over-year basis. On average, equities analysts expect that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a collaboration with Commercial International Bank to support digital payments innovation, reinforcing its growth strategy in electronic payments and partnerships. Mastercard has collaborated with Commercial International Bank to support digital payments innovation
• Positive Sentiment: Mastercard received support from analyst coverage and was cited as one of the better stocks to own, which may help reinforce investor confidence in the name. Mastercard Incorporated (NYSE:MA) Given Consensus Recommendation of “Buy” by Analysts
• Positive Sentiment: Mastercard was recognized by the Trust for the Americas and the Organization of American States with the 2025 Corporate Citizen of the Americas Award, a reputational positive. The Trust for the Americas and the Organization of American States Present the 2025 Corporate Citizen of the Americas Award to Mastercard
• Positive Sentiment: Mastercard continues to expand fraud prevention and merchant-trust tools through Merchant Trust Services, supporting its value-added services story. Mastercard Intros Strategy to Ferret Out Scam Merchants
• Neutral Sentiment: Mastercard was highlighted in a conference presentation transcript, which is unlikely to move the stock by itself but may draw attention to management commentary. Mastercard Incorporated (MA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Other mentions, including BDO’s remittance partnership anniversary and consumer card benefits articles, are broadly supportive of Mastercard’s network but not material enough to drive the stock on their own. BDO, Mastercard mark 20 years of remittance partnership
• Negative Sentiment: Recent comparison pieces suggest Visa has the edge over Mastercard on valuation and balance-sheet strength, which can pressure MA as investors rotate toward the perceived better-risk-adjusted option. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Negative Sentiment: Berkshire Hathaway said it is exiting its position in Mastercard, a headline that may add some selling pressure or sentiment drag even if the move is portfolio-specific. Berkshire Hathaway Overhauls Portfolio Under Greg Abel As Valuation Signals Undervaluation

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Morgan Stanley restated an “overweight” rating and set a $679.00 target price on shares of Mastercard in a research note on Friday, May 1st. Cantor Fitzgerald upgraded shares of Mastercard to a “strong-buy” rating in a research note on Tuesday, January 27th. Raymond James Financial set a $609.00 target price on shares of Mastercard in a research note on Friday, May 1st. Royal Bank Of Canada decreased their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Finally, Wells Fargo & Company raised their target price on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Mastercard currently has a consensus rating of “Buy” and an average target price of $656.00.

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.