Mastercard
About: Mastercard is the second-largest payment processor in the world, having processed close to $10 trillion in volume during 2024. Mastercard operates in over 200 countries and processes transactions in over 150 currencies.
Employees: 35,300
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
352% more first-time investments, than exits
New positions opened: 420 | Existing positions closed: 93
23% more capital invested
Capital invested by funds: $344B [Q3] → $423B (+$79B) [Q4]
21% more funds holding in top 10
Funds holding in top 10: 268 [Q3] → 323 (+55) [Q4]
10.95% more ownership
Funds ownership: 76.9% [Q3] → 87.85% (+10.95%) [Q4]
8% more funds holding
Funds holding: 3,093 [Q3] → 3,350 (+257) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 1,290 | Existing positions reduced: 1,177
14% less call options, than puts
Call options by funds: $2.64B | Put options by funds: $3.05B
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$550
2%
upside
Avg. target
$641
19%
upside
High target
$685
27%
upside
15 analyst ratings
14 positive
93%
1 neutral
7%
0 negative
0%
Evercore ISI Group | 2%upside $550 | In-Line Initiated | 9 Apr 2025 |
Tigress Financial Ivan Feinseth 44% 1-year accuracy 30 / 68 met price target | 27%upside $685 | Strong Buy Maintained | 13 Feb 2025 |
Wells Fargo Donald Fandetti 50% 1-year accuracy 16 / 32 met price target | 16%upside $625 | Overweight Maintained | 4 Feb 2025 |
Barclays Ramsey El-Assal 43% 1-year accuracy 29 / 67 met price target | 20%upside $650 | Overweight Maintained | 3 Feb 2025 |
Macquarie Paul Golding 22% 1-year accuracy 11 / 51 met price target | 20%upside $645 | Outperform Maintained | 31 Jan 2025 |
Financial journalist opinion
Based on 58 articles about MA published over the past 30 days
Positive
Zacks Investment Research
4 hours ago
Should You Buy Mastercard Before Q1 Earnings? Key Estimates to Note
MA's first-quarter earnings are likely to have benefited from growing GDV and switched transactions.
Positive
Zacks Investment Research
4 hours ago
CPAY vs. MA: Which Stock Should Value Investors Buy Now?
Investors interested in Financial Transaction Services stocks are likely familiar with Corpay (CPAY) and MasterCard (MA). But which of these two stocks presents investors with the better value opportunity right now?
Positive
PYMNTS
6 hours ago
Mastercard Invests in 3% Stake in Corpay's Cross-Border Business, Forms Exclusive Agreements
Mastercard has invested in a 3% stake in Corpay's cross-border business, and the two companies have formed exclusive agreements. These moves expand upon the companies' decades-long collaboration, they said in a Tuesday (April 29) press release.
Neutral
Business Wire
8 hours ago
Mastercard Unveils Agent Pay, Pioneering Agentic Payments Technology to Power Commerce in the Age of AI
PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard (NYSE:MA): What we're saying: Mastercard today announced the launch of its Agentic Payments Program, Mastercard Agent Pay. The groundbreaking solution integrates with agentic AI to revolutionize commerce. Mastercard Agent Pay will deliver smarter, more secure, and more personal payments experiences to consumers, merchants, and issuers. The program introduces Mastercard Agentic Tokens, which build upon proven tokenization capabilities that today power.
Neutral
Business Wire
9 hours ago
Mastercard and Corpay Launch Strategic Partnership in Cross-Border Payments
PURCHASE, N.Y. & ATLANTA--(BUSINESS WIRE)--Mastercard and Corpay announced an expansion of their partnership to deliver an enhanced suite of corporate cross-border payment solutions.
Negative
WSJ
11 hours ago
Big Marketers Like Mastercard, PepsiCo and Nissan Are Rethinking Pride Marketing
Brands are shaking up their Pride spending, with some citing political pressure and economic uncertainty.
Neutral
Business Wire
1 day ago
Mastercard Unveils End-to-End Capabilities to Power Stablecoin Transactions – From Wallets to Checkouts
PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard is advancing the future of payments, finance and technology with new, global end-to-end stablecoin acceptance and payments capabilities. With increasing global regulatory clarity, stablecoins are evolving from crypto trading tools to essential solutions that bring efficiency and programmability to payments, disbursements, and remittances. Harnessing this potential, Mastercard is ensuring that people and businesses can make and receive stablecoin payme.
Positive
Zacks Investment Research
1 day ago
Insights Into MasterCard (MA) Q1: Wall Street Projections for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for MasterCard (MA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Positive
Seeking Alpha
1 day ago
Mastercard Earnings Preview: Watch Out For Value-Added Services And Commercial Growth
Mastercard benefits from the global shift to digital payments. With Q1 earnings upcoming, the author outlines some keys to look out for. VAS and Commercial payments are key growth drivers, outpacing consumer payments and strengthening Mastercard's competitive moat. Despite recent downward EPS revisions, Mastercard's long-term growth outlook remains robust, supported by strong revenue and free cash flow trends.
Positive
Seeking Alpha
3 days ago
3 Future SWANs (SWAN-A-Bees) Poised To Profit
Reliable dividend growers form the foundation of our portfolio, featuring Microsoft, Xcel Energy, and Mastercard, each poised to become Dividend Aristocrats. These companies are 6% to 14% undervalued, offering a 1.6% average dividend yield and investment-grade credit ratings from BBB to AAA. With strong growth catalysts, they are expected to generate 13% to 17% annual total returns and have low payout ratios, ensuring continued dividend growth.
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