Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New Investment in Mastercard Incorporated $MA

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in shares of Mastercard Incorporated (NYSE:MA) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,933 shares of the credit services provider’s stock, valued at approximately $2,816,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MA. E Fund Management Hong Kong Co. Ltd. boosted its position in shares of Mastercard by 820.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 46 shares of the credit services provider’s stock valued at $26,000 after acquiring an additional 41 shares during the period. Tacita Capital Inc boosted its position 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 acquiring an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC boosted its position in shares of Mastercard by 250.0% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after acquiring an additional 40 shares during the period. Bay Harbor Wealth Management LLC boosted its position in shares of Mastercard by 54.1% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 57 shares of the credit services provider’s stock valued at $33,000 after acquiring an additional 20 shares during the period. Finally, Birchbrook Inc. bought a new stake in shares of Mastercard in the fourth quarter valued at about $37,000. 97.28% of the stock is owned by institutional investors.

Mastercard Trading Down 0.2%

MA opened at $498.59 on Thursday. Mastercard Incorporated has a twelve month low of $480.50 and a twelve month high of $601.77. The company has a 50-day simple moving average of $502.08 and a 200 day simple moving average of $530.11. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The stock has a market capitalization of $440.55 billion, a price-to-earnings ratio of 28.85, a P/E/G ratio of 1.56 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 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $8.26 billion. During the same quarter in the prior year, the business posted $3.73 earnings per share. Mastercard’s revenue was up 15.8% compared to the same quarter last year. Analysts predict that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings cut shares of Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Susquehanna reduced their target price on shares of Mastercard from $670.00 to $665.00 and set a “positive” rating for the company in a research report on Friday, May 1st. Royal Bank Of Canada reduced their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a research report on Friday, May 1st. Raymond James Financial set a $609.00 target price on shares of Mastercard in a research report on Friday, May 1st. Finally, Macquarie Infrastructure boosted their target price on shares of Mastercard from $660.00 to $675.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $656.00.

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

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.