Mastercard Incorporated $MA Shares Bought by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its holdings in Mastercard Incorporated (NYSE:MA) by 27.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,343 shares of the credit services provider’s stock after acquiring an additional 3,541 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Mastercard were worth $9,330,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC raised its stake in shares of Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after buying an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after buying an additional 200 shares during the last quarter. Betterment LLC raised its stake in shares of Mastercard by 6.5% during the 2nd quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after buying an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC raised its stake in shares of Mastercard by 35.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock worth $380,548,000 after buying an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new position in shares of Mastercard during the 2nd quarter worth $431,000. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: BMO Capital Markets upgraded Mastercard to “strong‑buy,” which can provide buying support and signal improved analyst conviction. Mastercard upgrade article
• Positive Sentiment: Mastercard reported continued revenue growth and reduced emissions for a third straight year — a combination of top‑line momentum and ESG progress that supports longer‑term investor confidence. Mastercard grows revenue, reduces emissions for third straight year
• Positive Sentiment: Analysts expect earnings growth for the upcoming quarter; Zacks highlights factors that could produce an earnings beat, which can be a near‑term catalyst when results arrive. MasterCard reports next week article
• Positive Sentiment: Mastercard joined the Blockchain Security Standards Council and is pushing fintech/security initiatives — strategic moves that can expand corridors for cross‑border and digital payments. Mastercard joins BSSC article
• Neutral Sentiment: Consumer media coverage includes card reviews (e.g., Citi/AAdvantage co‑brand), which raise brand visibility but have limited direct impact on MA’s network economics. Citi/AAdvantage card review
• Neutral Sentiment: Market commentary explains recent intraday weakness in MA shares; useful for context but not a new fundamental development. Why Mastercard dipped article
• Negative Sentiment: A proposed Visa–Mastercard policy/deal would give merchants more power to steer customer spending and payment routing — a shift that could compress interchange margins or alter network economics if broadly adopted. Proposed Visa–Mastercard deal article
• Negative Sentiment: New litigation alleging issues with card fees (Visa and Mastercard named) represents regulatory/legal risk that can pressure the stock by threatening fee structure or increasing compliance costs. Visa, Mastercard face suit over card fees

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on MA. Dbs Bank raised Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. UBS Group cut their price target on Mastercard from $700.00 to $650.00 and set a “buy” rating for the company in a research note on Tuesday, March 31st. Daiwa Securities Group set a $610.00 price target on Mastercard and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Mastercard in a research note on Thursday, January 22nd. Finally, Truist Financial set a $611.00 price target on Mastercard in a research note on Tuesday, February 10th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $659.81.

Mastercard Trading Down 1.5%

Shares of MA stock opened at $502.57 on Friday. The firm has a 50-day moving average price of $507.90 and a 200 day moving average price of $538.37. Mastercard Incorporated has a twelve month low of $480.50 and a twelve month high of $601.77. The company has a market capitalization of $448.20 billion, a price-to-earnings ratio of 30.42, a PEG 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 (NYSE:MA) last announced its earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter in the previous year, the company posted $3.82 EPS. The firm’s revenue for the quarter was up 17.5% on a year-over-year basis. Research analysts forecast that Mastercard Incorporated will post 19.52 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

The company also recently announced 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 of this dividend is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s payout ratio is presently 21.07%.

About Mastercard

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.