Simon Quick Advisors 13F: Adds $1.3M to Mastercard (MA) Stake
Key Points
- The fund's total reported value in Mastercard increased to about $1.93 million after the boost.
- Simon Quick Advisors held 3,509 $MA shares at quarter end, up 227.33% from the prior quarter.
- Mastercard shares recently traded at $613.59, about equal to its closing price of $613.50 on October 26, 2026.
- Analysts maintain a strong buy recommendation for Mastercard, with a mean price target of $676.04.
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On October 26, 2026, Simon Quick Advisors boosted its stake in Mastercard Incorporated (MA) by 2,437 shares, increasing its total holdings to 3,509 shares. This change represents a 227.3% increase in the fund's position in the company. The information comes from the fund's latest Form 13F filing with the SEC.
MA
Mastercard Incorporated
What Changed in Simon Quick Advisors' Mastercard Position
Simon Quick Advisors added 2,437 shares to its position in Mastercard, bringing its total to 3,509 shares valued at approximately $1.93 million. The fund now holds about 0.14% of its total reported value of $1.34 billion in this stock, ranking it 41st among its 455 positions.
Where Mastercard Fits in Simon Quick Advisors' Portfolio
Mastercard makes up a small portion of Simon Quick Advisors' overall portfolio, with its 0.14% weight reflecting a significant boost in this position.
Other Institutional Activity in Mastercard
Several other institutional investors adjusted their positions in Mastercard recently. Carnegie Investment Counsel reduced its holdings by 3,465 shares, leaving it with 137,076 shares valued at about $73.1 million. PensionDanmark Pensionsforsikringsaktieselskab trimmed its stake by 8,024 shares, now holding 156,515 shares worth around $86.3 million. Additionally, PineStone Asset Management cut its position by 43,240 shares, bringing its total to 1,788,772 shares valued at approximately $986.5 million.
Mastercard Incorporated Stock Down 1.6%
Mastercard shares recently traded at $613.59, about equal to its closing price of $613.50 on October 26, 2026. The stock is currently above its 50-day moving average by 5.3% and its 200-day moving average by 14.8%. However, it is about 3.1% below its 52-week high of $633.29.
Recent Earnings
Mastercard reported trailing twelve-month revenue of approximately $35.1 billion, with a net margin of 46.3% and a return on equity of 241.2%. The next earnings report is scheduled for October 29, 2026.
Dividend
Mastercard pays an annual dividend of $3.48 per share, with a dividend yield of 0.57% and a payout ratio of 17.9%.
Analysts Set New Price Targets
On October 23, 2026, Truist Securities maintained a Buy rating on Mastercard with a new price target of $674. This follows several prior ratings, including Wolfe Research's Outperform rating with a target of $740 and RBC Capital's Outperform rating with a target of $696.
About Mastercard
Mastercard Incorporated is a technology company that provides transaction processing and other payment-related products and services globally. With a market cap of approximately $537.4 billion, the company continues to innovate in the financial services sector.
Bottom Line
Investors should keep an eye on Mastercard's upcoming earnings report on October 29, 2026, and monitor further filings from institutional investors. Simon Quick Advisors' recent boost in its position suggests growing confidence in Mastercard's future performance.
Related Filing Alerts
Source: Simon Quick Advisors's 13F filing on $MA (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts