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

Oppenheimer & Co. Inc. trimmed its holdings in Mastercard Incorporated (NYSE:MA) by 5.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 49,950 shares of the credit services provider’s stock after selling 3,035 shares during the period. Oppenheimer & Co. Inc.’s holdings in Mastercard were worth $28,515,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Foster Dykema Cabot & Partners LLC raised its position in shares of Mastercard by 250.0% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 40 shares in the last quarter. Tacita Capital Inc raised its position in shares of Mastercard by 50.0% in the 3rd quarter. Tacita Capital Inc now owns 57 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 19 shares in the last quarter. Dagco Inc. raised its position in shares of Mastercard by 200.0% in the 4th quarter. Dagco Inc. now owns 66 shares of the credit services provider’s stock valued at $38,000 after purchasing an additional 44 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of Mastercard in the 4th quarter valued at approximately $44,000. Finally, Clayton Financial Group LLC raised its position in shares of Mastercard by 627.3% in the 4th quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider’s stock valued at $46,000 after purchasing an additional 69 shares in the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Stock Performance

MA stock opened at $504.06 on Friday. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. The firm has a market cap of $449.53 billion, a P/E ratio of 30.51, a P/E/G ratio of 1.68 and a beta of 0.83. Mastercard Incorporated has a 12-month low of $480.50 and a 12-month high of $601.77. The stock’s 50 day simple moving average is $506.73 and its 200 day simple moving average is $536.24.

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

Mastercard Announces Dividend

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

Trending Headlines about Mastercard

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

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on MA shares. UBS Group cut their target price on Mastercard from $700.00 to $650.00 and set a “buy” rating on the stock in a research report on Tuesday, March 31st. Compass Point raised Mastercard from a “neutral” rating to a “buy” rating and upped their target price for the company from $620.00 to $735.00 in a research report on Tuesday, January 13th. Raymond James Financial cut their target price on Mastercard from $707.00 to $631.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Tigress Financial upped their price target on Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a research report on Friday, March 13th. Finally, Bank of America began coverage on Mastercard in a research report on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Mastercard presently has an average rating of “Buy” and an average target price of $659.00.

Mastercard Profile

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.