Ritholtz Wealth Management Boosts Holdings in Mastercard Incorporated $MA

Posted by James Quigley on Jun 25th, 2026

Ritholtz Wealth Management boosted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 22.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 26,163 shares of the credit services provider’s stock after purchasing an additional 4,808 shares during the period. Ritholtz Wealth Management’s holdings in Mastercard were worth $13,073,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in MA. Vanguard Group Inc. increased its stake in shares of Mastercard by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock worth $45,612,087,000 after purchasing an additional 466,514 shares during the last quarter. J. Stern & Co. LLP raised its holdings in shares of Mastercard by 53,535.0% in the 4th quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock worth $41,444,231,000 after purchasing an additional 72,461,743 shares during the period. State Street Corp lifted its stake in Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Geode Capital Management LLC lifted its stake in Mastercard by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 20,686,605 shares of the credit services provider’s stock valued at $11,773,153,000 after purchasing an additional 349,369 shares during the last quarter. Finally, Capital International Investors grew its holdings in Mastercard by 4.4% during the fourth quarter. Capital International Investors now owns 17,964,658 shares of the credit services provider’s stock valued at $10,256,368,000 after purchasing an additional 759,584 shares during the period. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Up 1.3%

Mastercard stock opened at $494.20 on Thursday. The firm has a 50 day simple moving average of $497.88 and a 200 day simple moving average of $520.38. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 1-year low of $464.52 and a 1-year high of $601.77. The firm has a market capitalization of $436.66 billion, a price-to-earnings ratio of 28.60, a P/E/G ratio of 1.52 and a beta of 0.74.

Mastercard (NYSE:MA – Get Free Report) last posted its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping 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 firm 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 posted $3.73 earnings per share. The business’s quarterly revenue was up 15.8% on a year-over-year basis. On average, analysts predict that Mastercard Incorporated will post 19.6 earnings per share for the current year.

Mastercard Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be paid a dividend of $0.87 per share. This represents a $3.48 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, July 9th. Mastercard’s payout ratio is presently 20.14%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Morgan Stanley reissued an “overweight” rating and issued a $679.00 target price on shares of Mastercard in a research report on Friday, May 1st. Tigress Financial upped their price target on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday, March 13th. Weiss Ratings downgraded Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Citigroup decreased their price objective on Mastercard from $735.00 to $675.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Finally, Raymond James Financial set a $609.00 price objective on Mastercard in a research note on Friday, May 1st. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $656.08.

Get Our Latest Stock Analysis on Mastercard

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Mastercard announced a new partnership with SAIT to expand cybersecurity training for small businesses, non-profits, and social enterprises in Western Canada, reinforcing its brand and community investment while potentially supporting future digital payment adoption. Article: New SAIT and Mastercard partnership targets cybersecurity gaps facing Canada’s small businesses and non-profits
Positive Sentiment: Mastercard continues to be viewed as a high-margin, long-runway payments leader, with articles highlighting its recurring toll-like revenue model and durable position in the global payments duopoly. Article: Mastercard vs. PayPal: Which Financial Stock Is a Better Buy in 2026?
Positive Sentiment: Mastercard is also expanding digital B2B payments through a new HSBC mobile virtual card solution, which could help deepen transaction volume in a growing enterprise payments segment. Article: HSBC and Mastercard accelerate growth of digital B2B payments with launch of mobile virtual card solution
Neutral Sentiment: Coverage comparing Mastercard with Visa and PayPal generally reinforces that Mastercard remains a strong business, but these pieces were more comparative than catalyst-driven and do not point to a major near-term change in fundamentals. Article: Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
Neutral Sentiment: Mastercard’s “Agent Pay” push and broader AI-commerce messaging suggest continued product innovation, but the immediate financial impact is still unclear. Article: Mastercard CMO Jill Kramer unveils ‘Agent Pay’ to secure AI commerce
Negative Sentiment: Fresh EU pressure tied to digital euro plans could increase competitive and regulatory risk for Mastercard in Europe if policymakers favor public or European payment alternatives. Article: Mastercard (MA) Faces Fresh EU Pressure As Digital Euro Plans Advance

Mastercard Company Profile

(Free Report)

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.