Obermeyer Wealth Partners Cuts Position in Mastercard Incorporated $MA

Obermeyer Wealth Partners lowered its stake in shares of Mastercard Incorporated (NYSE:MA) by 1.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,287 shares of the credit services provider’s stock after selling 1,631 shares during the quarter. Mastercard makes up approximately 3.2% of Obermeyer Wealth Partners’ holdings, making the stock its 10th largest position. Obermeyer Wealth Partners’ holdings in Mastercard were worth $68,989,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in shares of Mastercard by 1.2% during the second quarter. Vanguard Group Inc. now owns 78,475,807 shares of the credit services provider’s stock worth $44,098,695,000 after acquiring an additional 931,132 shares during the last quarter. Kingstone Capital Partners Texas LLC acquired a new position in Mastercard during the 2nd quarter valued at about $11,421,213,000. Geode Capital Management LLC grew its position in Mastercard by 2.8% in the 2nd quarter. Geode Capital Management LLC now owns 19,760,552 shares of the credit services provider’s stock worth $11,062,509,000 after purchasing an additional 542,841 shares during the last quarter. Laurel Wealth Advisors LLC increased its stake in shares of Mastercard by 55,868.1% in the second quarter. Laurel Wealth Advisors LLC now owns 13,421,148 shares of the credit services provider’s stock valued at $7,541,880,000 after purchasing an additional 13,397,168 shares during the period. Finally, Norges Bank bought a new stake in shares of Mastercard during the second quarter valued at approximately $6,725,317,000. 97.28% of the stock is owned by institutional investors and hedge funds.

Mastercard Stock Performance

NYSE:MA opened at $545.38 on Wednesday. The company has a 50-day moving average of $557.74 and a 200-day moving average of $566.97. The firm has a market cap of $489.75 billion, a price-to-earnings ratio of 34.87, a price-to-earnings-growth ratio of 1.92 and a beta of 0.86. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 2.40. Mastercard Incorporated has a twelve month low of $465.59 and a twelve month high of $601.77.

Mastercard (NYSE:MA) last released its earnings results on Thursday, October 30th. The credit services provider reported $4.38 EPS for the quarter, topping analysts’ consensus estimates of $4.31 by $0.07. The business had revenue of $8.60 billion for the quarter, compared to the consensus estimate of $8.53 billion. Mastercard had a net margin of 45.28% and a return on equity of 202.03%. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm earned $3.89 EPS. Analysts forecast that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 9th. Stockholders of record on Friday, January 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. This is a boost from Mastercard’s previous quarterly dividend of $0.76. Mastercard’s dividend payout ratio is 22.25%.

Analyst Ratings Changes

A number of brokerages recently issued reports on MA. Hsbc Global Res raised Mastercard from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Wall Street Zen lowered Mastercard from a “buy” rating to a “hold” rating in a report on Sunday, December 14th. Citigroup raised shares of Mastercard to a “strong-buy” rating in a report on Thursday, October 23rd. The Goldman Sachs Group reissued a “buy” rating and set a $713.00 target price on shares of Mastercard in a research note on Thursday, October 30th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $665.00 price target on shares of Mastercard in a research note on Wednesday, October 22nd. Five investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $662.08.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Partnerships and product expansion — Mastercard is adding distribution and product capability (Botim Money embedded cross‑border payments; strategic collaboration with Al Ahli Bank Egypt) that support revenue diversification beyond pure interchange fees. Botim money collaborates with Mastercard Al Ahli Bank of Kuwait – Egypt and Mastercard announce strategic collaboration
• Positive Sentiment: New product/market initiatives — Mastercard is pushing into Open Finance and AI-driven cash‑flow tools for SMEs (partnering with Obol in Australia), positioning it to capture higher-margin platform revenues beyond transaction fees. Is Mastercard’s Open Finance Push Redefining Cash Flow Tools for SMEs?
• Positive Sentiment: Ongoing product narrative — Mastercard’s own outlook pieces (Six Payment Trends for 2026) and favorable mentions in AI/shopping themes reinforce the long‑term growth story around digital payments and new revenue streams. Mastercard: Six Payment Trends for 2026 Experts like AI-driven shopping theme (Investopedia)
• Neutral Sentiment: Upcoming earnings event — Mastercard will report Q4 and full‑year 2025 results on Jan. 29; the scheduled release is a potential volatility catalyst but not new news. Conference call announcement
• Neutral Sentiment: Analyst view amid the sell‑off — Some analysts frame recent weakness as a buying opportunity for networks, arguing Mastercard’s fee‑based “toll road” model is more insulated than banks and subprime lenders. U.S Stock Market today (MSN)
• Negative Sentiment: Regulatory shock risk — The administration’s proposed 10% cap on credit card APRs and renewed push on swipe‑fee competition have triggered a sector sell‑off; markets are repricing regulatory risk that could reduce lending economics for issuers and indirectly affect overall consumer spending. Visa, Mastercard sell off on Trump’s credit card cap plan Trump revives Credit Card Competition Act (MSN)

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.