Oppenheimer Asset Management Inc. Sells 15,238 Shares of Mastercard Incorporated $MA

Oppenheimer Asset Management Inc. trimmed its position in Mastercard Incorporated (NYSE:MA) by 10.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 130,495 shares of the credit services provider’s stock after selling 15,238 shares during the quarter. Mastercard makes up approximately 0.9% of Oppenheimer Asset Management Inc.’s portfolio, making the stock its 15th biggest position. Oppenheimer Asset Management Inc.’s holdings in Mastercard were worth $74,497,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of MA. Foster Dykema Cabot & Partners LLC increased its position in Mastercard by 250.0% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after buying an additional 40 shares in the last quarter. Tacita Capital Inc increased its holdings in Mastercard by 50.0% in the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after buying an additional 19 shares in the last quarter. Dagco Inc. grew its position in shares of Mastercard by 200.0% during the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock valued at $38,000 after acquiring an additional 44 shares during the period. Joseph Group Capital Management acquired a new position in Mastercard in the 4th quarter worth about $44,000. Finally, Clayton Financial Group LLC increased its position in shares of Mastercard by 627.3% in the fourth quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider’s stock valued at $46,000 after buying an additional 69 shares in the last quarter. 97.28% of the stock is owned by hedge funds and other institutional investors.

Mastercard Stock Performance

Shares of Mastercard stock opened at $504.06 on Friday. The business’s 50 day moving average price is $506.73 and its 200 day moving average price is $536.24. The company has a market cap of $449.53 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 1.68 and a beta of 0.83. The company has a debt-to-equity ratio of 2.36, a quick ratio of 1.03 and a current ratio of 1.03. Mastercard Incorporated has a one year low of $480.50 and a one year high of $601.77.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The business had revenue of $8.40 billion during the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a return on equity of 203.92% and a net margin of 45.65%.The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period last year, the company earned $3.73 EPS. On average, research analysts predict that Mastercard Incorporated will post 19.52 EPS for the current year.

Mastercard Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Thursday, April 9th will be issued a $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 dividend on an annualized basis and a yield of 0.7%. Mastercard’s dividend payout ratio is currently 21.07%.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Citigroup decreased their price objective on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and upped their price target for the stock from $620.00 to $735.00 in a research report on Tuesday, January 13th. Morgan Stanley lifted their price objective on Mastercard from $665.00 to $678.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Weiss Ratings lowered Mastercard from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Finally, Raymond James Financial reduced their target price on Mastercard from $707.00 to $631.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Six analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $659.00.

Key Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q1 results beat Street expectations — EPS $4.60 vs. $4.41 consensus and revenue $8.40B (up 15.8% YoY). Strong margins and profitability metrics support the company’s growth profile and cash-return capacity. Mastercard Q1 earnings / press release
• Positive Sentiment: Product & partnerships are extending Mastercard’s addressable market — integrations for “agentic” shopping (Mastercard Agent Pay, Insight Tokens) with Stripe and Wizard highlight new revenue paths as software transacts on behalf of users. This supports longer?term payment volume and services growth. Mastercard and Stripe help Wizard personalize agentic shopping
• Positive Sentiment: B2B and commercial payments push — initiatives with Wells Fargo to reduce friction in B2B cards and growing card adoption among middle?market firms point to structural upside in corporate payment volumes. Mastercard and Wells Fargo target the friction slowing B2B cards
• Positive Sentiment: Industry tailwinds — a PYMNTS/Visa study shows broad middle?market adoption of cards to speed cash flow, supporting sustained secular growth in payments volumes. 61% of North America middle market companies use cards
• Neutral Sentiment: Analyst activity and models — BMO initiated coverage with a $605 target and some shops nudged estimates; Erste made a small FY2027 EPS raise. These illustrate differing views on upside from buybacks and services expansion. BMO $605 target coverage
• Neutral Sentiment: Full earnings call transcript and slides are available for deeper read — helpful for forward?looking commentary on travel, cross?border trends and margin drivers. Q1 2026 earnings call transcript
• Negative Sentiment: Market reaction turned negative despite the beat — coverage highlights that travel headwinds, rising costs and any cautious near?term commentary from management may have outweighed the beat, leading to selling pressure. This suggests investors may be focusing on margin/cost trajectory and guidance more than headline beats. Barron’s — Mastercard beats but stock falls

About Mastercard

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.