Roman Butler Fullerton & Co. Sells 1,289 Shares of Mastercard Incorporated $MA

Roman Butler Fullerton & Co. lessened its holdings in shares of Mastercard Incorporated (NYSE:MA) by 8.2% in the 4th quarter, Holdings Channel reports. The fund owned 14,355 shares of the credit services provider’s stock after selling 1,289 shares during the quarter. Mastercard accounts for 2.0% of Roman Butler Fullerton & Co.’s holdings, making the stock its 9th largest holding. Roman Butler Fullerton & Co.’s holdings in Mastercard were worth $7,649,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Robbins Farley boosted its holdings in shares of Mastercard by 50.0% during the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock worth $31,000 after purchasing an additional 18 shares during the last quarter. Tacita Capital Inc increased 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 valued at $32,000 after purchasing an additional 19 shares during the last quarter. Foster Dykema Cabot & Partners LLC lifted its position in Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock worth $32,000 after buying an additional 40 shares in the last quarter. Dagco Inc. lifted its position in Mastercard by 200.0% during the fourth quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock worth $38,000 after buying an additional 44 shares in the last quarter. Finally, TruNorth Capital Management LLC acquired a new position in Mastercard during the third quarter worth $46,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard News Summary

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Citigroup maintained a “Buy” rating and set a $675 price target for MA (lowered from $735), keeping a strong bullish analyst view and implying sizeable upside versus current levels, which supports investor demand. Article Title
• Positive Sentiment: Mastercard struck a decade-long digital transformation deal with Nedbank across the SADC region — a multi-year partnership that can expand payments volume, product distribution and revenue in fast-growing African markets. Article Title
• Positive Sentiment: Mastercard and FinVolution launched the Luvit Card in the Philippines to broaden access to digital credit — a product rollout that supports new customer acquisition and TPV expansion in SEA. Article Title
• Positive Sentiment: Major strategists (Morgan Stanley / Barron’s coverage) included Mastercard among stocks to own in a market rally, reinforcing investor sentiment that MA is a defensive growth name to hold in an upcycle. Article Title
• Neutral Sentiment: Zacks and other outlets published bullish takeaways (analyst consensus implying ~28–29% upside and reiterations of MA as a growth stock), which can sustain interest but are secondary to concrete catalyst news. Article Title
• Neutral Sentiment: Reports that Mastercard is in talks on a digital financial-inclusion project in Ethiopia signal geographic expansion potential but are early-stage and conditional. Article Title
• Neutral Sentiment: Industry hires and third‑party platform moves (Rezolve Ai appointing a Mastercard veteran) highlight talent flow and partnership ecosystems but are indirect for MA’s near‑term earnings. Article Title
• Negative Sentiment: Competitive innovation: American Express rolled out AI commerce tools (ACE Developer Kit, agent protections) aimed at secure AI-driven payments — greater AI-enabled competition could pressure share gains or product economics over time. Article Title

Wall Street Analyst Weigh In

Several analysts have issued reports on MA shares. Wall Street Zen upgraded Mastercard from a “hold” rating to a “buy” rating in a report on Sunday, March 15th. Bank of America began coverage on Mastercard in a report on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and boosted their price target for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Raymond James Financial dropped their price objective on shares of Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, Evercore reaffirmed a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $662.00.

Mastercard Price Performance

MA stock opened at $520.32 on Thursday. Mastercard Incorporated has a 52-week low of $480.50 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 market cap of $464.02 billion, a price-to-earnings ratio of 31.50, a price-to-earnings-growth ratio of 1.65 and a beta of 0.83. The business has a fifty day moving average of $511.13 and a two-hundred day moving average of $540.67.

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

Mastercard Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. The ex-dividend date of this dividend 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 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.