Callahan Advisors LLC Has $19.14 Million Holdings in Mastercard Incorporated $MA

Callahan Advisors LLC raised its holdings in Mastercard Incorporated (NYSE:MA) by 8.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 33,529 shares of the credit services provider’s stock after acquiring an additional 2,552 shares during the quarter. Mastercard accounts for 1.6% of Callahan Advisors LLC’s investment portfolio, making the stock its 17th biggest holding. Callahan Advisors LLC’s holdings in Mastercard were worth $19,141,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Mastercard by 0.6% in the fourth quarter. Vanguard Group Inc. now owns 79,897,854 shares of the credit services provider’s stock valued at $45,612,087,000 after buying an additional 466,514 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 buying an additional 997,536 shares during the period. Capital Research Global Investors lifted its stake in Mastercard by 6.5% in the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock valued at $5,885,944,000 after buying an additional 629,941 shares during the period. Legal & General Group Plc lifted its stake in Mastercard by 4.2% in the third quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider’s stock valued at $3,303,015,000 after buying an additional 235,403 shares during the period. Finally, Invesco Ltd. lifted its stake in Mastercard by 6.4% in the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider’s stock valued at $3,218,638,000 after buying an additional 339,137 shares during the period. 97.28% of the stock is owned by institutional investors and hedge funds.

More Mastercard News

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 Ratings Changes

Several brokerages have issued reports on MA. TD Cowen reissued a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. Raymond James Financial set a $609.00 price target on Mastercard in a research note on Friday, May 1st. Dbs Bank upgraded Mastercard to a “moderate buy” rating in a report on Friday, March 27th. Loop Capital began coverage on Mastercard in a report on Tuesday, March 31st. They set a “buy” rating and a $631.00 price objective for the company. Finally, Weiss Ratings downgraded Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $656.00.

Mastercard Trading Down 0.2%

Shares of Mastercard stock opened at $498.59 on Thursday. The stock has a fifty day simple moving average of $502.08 and a 200 day simple moving average of $530.11. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77. The company has a market capitalization 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. 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 (NYSE:MA) last announced its quarterly 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 business had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the prior year, the company posted $3.73 earnings per share. Mastercard’s revenue was up 15.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Mastercard Incorporated will post 19.6 earnings per share for the current fiscal year.

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.