Mastercard Incorporated $MA Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. boosted its stake in shares of Mastercard Incorporated (NYSE:MA) by 3.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,011 shares of the credit services provider’s stock after buying an additional 2,335 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Mastercard were worth $35,300,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in MA. Robinswood Financial LLC bought a new stake in Mastercard in the first quarter valued at approximately $25,000. First Pacific Financial increased its position in Mastercard by 113.8% during the 1st quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock valued at $31,000 after purchasing an additional 33 shares during the period. Allied Private Wealth LLC bought a new position in Mastercard during the 2nd quarter worth approximately $34,000. Premier Financial Group bought a new position in Mastercard during the 2nd quarter worth approximately $39,000. Finally, Roxbury Financial LLC lifted its position in shares of Mastercard by 102.6% in the 2nd quarter. Roxbury Financial LLC now owns 79 shares of the credit services provider’s stock worth $40,000 after purchasing an additional 40 shares during the period. Institutional investors own 97.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on MA shares. Clear Str raised shares of Mastercard to a “strong-buy” rating in a research note on Thursday, July 16th. Raymond James Financial reissued an “outperform” rating and set a $632.00 target price (up from $609.00) on shares of Mastercard in a research note on Friday, July 31st. Morgan Stanley boosted their target price on shares of Mastercard from $679.00 to $681.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Piper Sandler upped their price target on shares of Mastercard from $597.00 to $710.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Finally, Rothschild & Co Redburn decreased their price target on Mastercard from $710.00 to $688.00 and set a “buy” rating for the company in a report on Wednesday, September 2nd. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Mastercard has an average rating of “Moderate Buy” and a consensus price target of $683.94.

Insider Activity at Mastercard

In related news, Director Julius Genachowski sold 371 shares of the stock in a transaction on Friday, October 9th. The stock was sold at an average price of $585.01, for a total value of $217,038.71. Following the transaction, the director directly owned 8,607 shares in the company, valued at $5,035,181.07. This trade represents a 4.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $577.13, for a total transaction of $4,296,155.72. Following the completion of the transaction, the insider directly owned 40,916 shares in the company, valued at $23,613,851.08. This trade represents a 15.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 72,676 shares of company stock valued at $41,966,586 over the last three months. 0.09% of the stock is currently owned by company insiders.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard partnered with Tech Mahindra to embed virtual cards and payment capabilities into ERP and procurement platforms. The initiative could expand Mastercard’s business-to-business payments volume, improve spend controls and support value-added-services revenue. Tech Mahindra and Mastercard partnership
• Positive Sentiment: The company is expanding its First-Party Trust program across Europe, the Middle East and Africa to reduce “friendly fraud” and payment disputes. Broader fraud-prevention and chargeback tools may strengthen merchant relationships and create additional services revenue. Mastercard EMEA fraud program
• Positive Sentiment: Mastercard launched a creator-focused card initiative with MrBeast’s Beast Industries, potentially supporting new co-branded card programs, consumer engagement and creator-economy payment products. Mastercard creator card project
• Positive Sentiment: Mastercard is being positioned to benefit from long-term digital-payments growth, AI-agent commerce, tokenization and expanded payment-security applications. A financing platform with FCMB could also broaden financial access for Nigerian farmers. Mastercard and AI-agent commerce
• Neutral Sentiment: Analysts expect Visa and Mastercard to meet or beat quarterly estimates, with investors focused on payment volume, cross-border growth, value-added services and management’s outlook. The positive expectations raise the bar for MA’s October 29 report. Visa and Mastercard earnings outlook
• Negative Sentiment: With Mastercard trading at roughly 34 times earnings and near its annual high, investors may be locking in gains or reducing exposure before earnings. Any disappointment in key metrics or guidance could pressure the stock despite favorable long-term fundamentals. Mastercard third-quarter earnings risks

Mastercard Stock Performance

Shares of MA opened at $614.38 on Tuesday. The company has a debt-to-equity ratio of 3.96, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a 50-day moving average of $581.69 and a 200-day moving average of $535.08. The company has a market cap of $538.21 billion, a PE ratio of 33.79, a P/E/G ratio of 1.78 and a beta of 0.76. Mastercard Incorporated has a one year low of $464.52 and a one year high of $633.29.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.77 by $0.27. Mastercard had a return on equity of 239.99% and a net margin of 46.34%. The business had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. During the same quarter in the prior year, the company earned $4.15 earnings per share. The company’s quarterly revenue was up 14.1% on a year-over-year basis. On average, equities research analysts predict that Mastercard Incorporated will post 19.91 EPS for the current fiscal year.

Mastercard Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Friday, October 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 0.6%. The ex-dividend date of this dividend is Friday, October 9th. Mastercard’s dividend payout ratio is presently 19.14%.

About Mastercard

Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.

In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.