BSN CAPITAL PARTNERS 13F: New $43M Stake in Mastercard (MA)

BSN Capital Partners opened a new position in Mastercard Incorporated NYSE: MA, acquiring 76,550 shares valued at about $43.5 million. The investment was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 23, 2026.

MA Mastercard Incorporated

$633.21 ▲ +13.17% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in BSN Capital Partners's Mastercard Position

The newly reported stake represents a brand-new holding for the firm, taking Mastercard shares from zero up to 76,550 shares. Based on the reported value of $43,461,263, the transaction reflects a fresh commitment to the global payment technology company during the period.

Other Institutional Activity in Mastercard

Other large institutional holders adjusted their positions around the same time. E. Ohman J:or Asset Management reduced its holdings by 10,133 shares to end with 81,367 shares worth about $44.9 million. Carnegie Investment Counsel trimmed its stake by 3,465 shares, holding 137,076 shares valued at roughly $73.1 million. PensionDanmark Pensionsforsikringsaktieselskab lowered its position by 8,024 shares to finish with 156,515 shares worth about $86.3 million. James Hambro & Partners cut 1,362 shares, leaving it with 6,739 shares valued at about $3.7 million. Meanwhile, Mastercard Foundation Asset Management Corp reduced its massive holdings by 4,886,010 shares, ending the period with 60,347,774 shares worth about $37.6 billion.

Mastercard Incorporated Stock Up 0.1%

Mastercard recently traded around $623.47 on October 24, 2026, virtually unchanged from its close of $623.60 on the filing date of October 23, 2026. The stock sits roughly 1.6% below its 52-week high of $633.29 and about 34.2% above its 52-week low of $464.52. Shares also trade comfortably above their 50-day moving average of $580.52 and 200-day moving average of $534.04.

Recent Earnings

Mastercard posted trailing-twelve-month revenue of $35.1 billion alongside basic earnings of $18.49 per share. The company reports its next financial results on October 29, 2026.

Dividend

Mastercard pays an annual dividend rate of $3.48 per share, yielding 0.55% with a payout ratio of 17.9%.

Insider Buying and Selling at Mastercard Incorporated

Four company insiders completed share sales between August and October 2026. Officer Linda Pistecchia Kirkpatrick sold 923 shares on August 31, 2026, for about $547,837. Officer J. Mehra Sachin disposed of 3,266 shares on September 2, 2026, valued at roughly $1.9 million. Director Julius Genachowski sold 741 shares on October 12, 2026, worth about $435,418. Chief Financial Officer Hai Ling sold 4,317 shares on October 16, 2026, for approximately $2.7 million.

Analysts Set New Price Targets

Analyst firms maintained positive stances on the stock heading into the filing. On August 5, Truist Securities kept a Buy rating with a target of $633. Wolfe Research maintained an Outperform rating on August 25, lifting its target to $740. RBC Capital kept an Outperform rating on August 31 with a $696 target, while Baird maintained an Outperform rating with a $710 target on October 9. Truist Securities reaffirmed a Buy rating on October 23 with a target of $674. Overall, the stock carries a strong buy consensus with a mean price target of $674.93 across 37 analyst opinions.

About Mastercard

Mastercard Incorporated operates as a technology company that connects consumers, financial institutions, merchants, governments, and businesses across the globe, facilitating digital payments through its transaction processing network. The firm provides a wide array of payment-related products and services designed to make commercial transactions safe, simple, and smart.

Bottom Line

Investors will watch Mastercard's upcoming earnings release on October 29, 2026, for fresh insights into payment volumes and revenue growth. Future institutional filings will also show whether new buyers like BSN Capital Partners expand their stakes.