Quadrant Capital Group LLC boosted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 7.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,823 shares of the credit services provider’s stock after acquiring an additional 1,814 shares during the period. Mastercard accounts for about 0.4% of Quadrant Capital Group LLC’s portfolio, making the stock its 28th largest holding. Quadrant Capital Group LLC’s holdings in Mastercard were worth $14,742,000 at the end of the most recent quarter.
A number of other large investors have also recently added to or reduced their stakes in MA. Brighton Jones LLC lifted its holdings in Mastercard by 42.3% in the fourth quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock valued at $3,594,000 after acquiring an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in Mastercard by 8.5% in the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after acquiring an additional 200 shares during the last quarter. Betterment LLC lifted its holdings in Mastercard by 6.5% in the second quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock valued at $532,000 after acquiring an additional 58 shares during the last quarter. Worldquant Millennium Advisors LLC lifted its holdings in Mastercard by 35.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after acquiring an additional 178,387 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new position in Mastercard in the second quarter valued at approximately $431,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Mastercard
Here are the key news stories impacting Mastercard this week:
- Positive Sentiment: Mastercard launched Agent Pay for Machines (AP4M), a new payment framework designed to let AI agents and autonomous machines make secure transactions, send micropayments, and settle across multiple payment types. The initiative is backed by more than 30 industry participants and includes crypto and fintech partners, which could open a new growth avenue in AI-powered commerce. Article: Mastercard Introduces Agent Pay for Machines to Enable Autonomous AI Transactions
- Positive Sentiment: A U.S. federal judge gave preliminary approval to Mastercard’s revised $38 billion swipe-fee settlement, moving a decades-long antitrust case closer to resolution. Investors may view this as reducing legal overhang, even though merchants remain unhappy and the final outcome is still pending. Article: Mastercard Incorporated (MA) gains 2% Over Preliminary Judicial Approval of $38 billion Swipe-Fee Settlement
- Neutral Sentiment: Mastercard also announced leadership changes, including Ling Hai moving into the CFO role and Sachin Mehra taking on a newly created Chief Business Officer position. This is more of a governance update than an immediate operating catalyst. Article: Mastercard announces leadership changes
- Neutral Sentiment: Cuba’s central bank said it will suspend all Visa and Mastercard transactions there after a processing partnership collapsed under U.S. sanctions pressure. The direct financial impact appears limited, but it highlights ongoing geopolitical and payment-network disruptions. Article: Cuba’s Central Bank to Suspend all Visa and Mastercard Transactions
- Negative Sentiment: Recent commentary on Mastercard’s valuation notes that the stock has been under pressure over the past months and remains below key moving averages, suggesting investors are still cautious despite the positive news flow. Article: A Look At Mastercard (MA) Valuation After Recent Share Price Weakness
Mastercard Stock Up 0.6%
Mastercard (NYSE:MA – Get Free Report) last announced its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. Mastercard had a return on equity of 212.96% and a net margin of 45.88%.The company had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter in the previous year, the company earned $3.73 earnings per share. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. Research analysts predict that Mastercard Incorporated will post 19.6 EPS for the current year.
Wall Street Analyst Weigh In
A number of research analysts recently commented on the company. Loop Capital reiterated a “buy” rating and issued a $631.00 price objective on shares of Mastercard in a report on Wednesday, June 3rd. Weiss Ratings lowered Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Evercore reissued a “negative” rating on shares of Mastercard in a research report on Tuesday, March 17th. Finally, Bank of America initiated coverage on Mastercard in a research report on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price on the stock. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $656.04.
Read Our Latest Report on Mastercard
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.
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