UniSuper Management Pty Ltd Decreases Holdings in Mastercard Incorporated $MA

24 Jan 2026, 13:32 by Mitch Edgeman · The Markets Daily

UniSuper Management Pty Ltd lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 472,199 shares of the credit services provider’s stock after selling 4,273 shares during the period. Mastercard comprises 1.7% of UniSuper Management Pty Ltd’s investment portfolio, making the stock its 11th biggest position. UniSuper Management Pty Ltd’s holdings in Mastercard were worth $268,592,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of MA. LGT Financial Advisors LLC acquired a new position in shares of Mastercard during the second quarter valued at approximately $25,000. Evolution Wealth Management Inc. acquired a new stake in shares of Mastercard in the second quarter worth approximately $29,000. IMG Wealth Management Inc. purchased a new stake in shares of Mastercard during the second quarter worth approximately $31,000. Robbins Farley raised its stake in Mastercard by 50.0% in the 3rd quarter. Robbins Farley now owns 54 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 18 shares during the last quarter. Finally, True Wealth Design LLC lifted its holdings in Mastercard by 45.2% in the 2nd quarter. True Wealth Design LLC now owns 61 shares of the credit services provider’s stock valued at $34,000 after purchasing an additional 19 shares in the last quarter. Institutional investors and hedge funds own 97.28% of the company’s stock.

Mastercard Price Performance

Shares of MA stock opened at $524.67 on Friday. The company has a debt-to-equity ratio of 2.40, a current ratio of 1.12 and a quick ratio of 1.12. The company has a market capitalization of $471.15 billion, a PE ratio of 33.55, a price-to-earnings-growth ratio of 1.81 and a beta of 0.86. The firm’s 50-day moving average is $554.82 and its two-hundred day moving average is $565.33. Mastercard Incorporated has a 12 month low of $465.59 and a 12 month high of $601.77.

Mastercard (NYSE:MA – Get Free Report) last announced its quarterly earnings results on Thursday, October 30th. The credit services provider reported $4.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business had revenue of $8.60 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same quarter last year, the firm earned $3.89 EPS. The business’s revenue was up 16.7% compared to the same quarter last year. Analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current year.

Mastercard Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Investors of record on Friday, January 9th will be given 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 of this dividend is Friday, January 9th. This is a positive change from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio is 22.25%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Citigroup raised shares of Mastercard to a “strong-buy” rating in a research note on Thursday, October 23rd. Tigress Financial boosted their price target on shares of Mastercard from $685.00 to $730.00 and gave the stock a “strong-buy” rating in a research report on Thursday, November 6th. Compass Point raised shares of Mastercard from a “neutral” rating to a “buy” rating and upped their price objective for the company from $620.00 to $735.00 in a research note on Tuesday, January 13th. KeyCorp reissued an “overweight” rating and issued a $665.00 target price on shares of Mastercard in a research note on Wednesday, October 22nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Mastercard in a research report on Thursday. Four analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $661.24.

Check Out Our Latest Stock Report on Mastercard

Key Headlines Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Compass Point analyst upgrade and higher price target lift sentiment for MA; the firm moved Mastercard from Neutral to Buy and raised its target (reported via TheFly / InsiderMonkey), supporting upside expectations. Read More.
Positive Sentiment: Zacks previews next week’s earnings and expects Mastercard to have the attributes for an earnings beat, which could be a catalyst if results and guidance exceed market forecasts. Read More.
Positive Sentiment: Mastercard’s partnership with Agoda enables instant travel redemptions in loyalty programs, accelerating experience-driven, digital-first rewards—potentially increasing cardholder engagement and merchant/issuer revenue. Read More.
Positive Sentiment: Brand and premium-placement news: ONEflight International becomes the Official Private Aviation Partner of the McLaren‑Mastercard F1 Team—high-visibility partnership that supports Mastercard’s premium/brand strategy. Read More.
Positive Sentiment: Product/acceptance expansion: Phuket Smart Bus adds contactless card payments with Mastercard—incremental adoption in tourism markets supports transaction volume growth in travel-related corridors. Read More.
Neutral Sentiment: Marketing leadership changes: Mastercard named Alexandra Sloane VP of integrated marketing & communications and also appointed an Optus executive as VP of marketing/comms (Australia). These hires support brand/communications execution but are unlikely to move fundamentals near‑term. Read More. Read More.
Neutral Sentiment: Routine calendar item: Mastercard is scheduled to release quarterly earnings on Thursday—investors are positioning ahead of the print, increasing sensitivity to any guidance or beats/misses. Read More.
Negative Sentiment: Legal/partner risk: London fintech Guavapay’s founder resigned ahead of a court battle with Mastercard—this could indicate localized legal or reputational frictions, though direct financial impact appears limited at this stage. Read More.

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.