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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
82% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 116
2.51% more ownership
Funds ownership: 87.17% [Q1] → 89.68% (+2.51%) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 1,413 | Existing positions reduced: 1,342
3% more capital invested
Capital invested by funds: $432B [Q1] → $446B (+$14.3B) [Q2]
1% more funds holding
Funds holding: 3,437 [Q1] → 3,468 (+31) [Q2]
10% less funds holding in top 10
Funds holding in top 10: 376 [Q1] → 337 (-39) [Q2]
34% less call options, than puts
Call options by funds: $3.08B | Put options by funds: $4.68B
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
TD Cowen
Bryan Bergin
|
$645
|
Buy
Reiterated
|
11 Aug 2025 |
Truist Securities
Matthew Coad
|
$623
|
Buy
Maintained
|
6 Aug 2025 |
RBC Capital
Daniel Perlin
|
$656
|
Outperform
Maintained
|
1 Aug 2025 |
Morgan Stanley
James Faucette
|
$661
|
Overweight
Maintained
|
1 Aug 2025 |
Wells Fargo
Donald Fandetti
|
$650
|
Overweight
Maintained
|
1 Aug 2025 |
Keybanc
Alex Markgraff
|
$660
|
Overweight
Maintained
|
1 Aug 2025 |
UBS
Timothy Chiodo
|
$690
|
Buy
Maintained
|
1 Aug 2025 |
Deutsche Bank
Bryan Keane
|
$650
|
Buy
Reinstated
|
17 Jul 2025 |
Seaport Global
Jeff Cantwell
|
$616
|
Buy
Upgraded
|
14 Jul 2025 |
Financial journalist opinion
Based on 32 articles about MA published over the past 30 days