OFI Invest Asset Management Boosts Position in Mastercard Incorporated $MA

OFI Invest Asset Management boosted its holdings in Mastercard Incorporated (NYSE:MA) by 1.4% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 88,181 shares of the credit services provider’s stock after buying an additional 1,191 shares during the period. OFI Invest Asset Management’s holdings in Mastercard were worth $50,341,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of MA. Vanguard Group Inc. raised its stake in shares of Mastercard by 1.2% during the third quarter. Vanguard Group Inc. now owns 79,431,340 shares of the credit services provider’s stock valued at $45,181,341,000 after purchasing an additional 955,533 shares during the period. State Street Corp raised its stake in shares of Mastercard by 2.8% during the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock valued at $20,807,283,000 after purchasing an additional 997,536 shares during the period. Capital Research Global Investors raised its stake in shares of Mastercard by 6.5% during the third quarter. Capital Research Global Investors now owns 10,347,834 shares of the credit services provider’s stock valued at $5,885,944,000 after purchasing an additional 629,941 shares during the period. Legal & General Group Plc raised its stake in shares of Mastercard by 4.2% during the third quarter. Legal & General Group Plc now owns 5,806,887 shares of the credit services provider’s stock valued at $3,303,015,000 after purchasing an additional 235,403 shares during the period. Finally, Invesco Ltd. raised its stake in shares of Mastercard by 6.4% during the third quarter. Invesco Ltd. now owns 5,658,547 shares of the credit services provider’s stock valued at $3,218,638,000 after purchasing an additional 339,137 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Wall Street Analysts Forecast Growth

MA has been the topic of a number of analyst reports. Bank of America initiated coverage on shares of Mastercard in a research note on Thursday, March 5th. They set a “buy” rating and a $700.00 price objective on the stock. Daiwa Securities Group set a $610.00 price objective on shares of Mastercard and gave the company an “outperform” rating in a research note on Monday, February 2nd. Evercore reiterated a “negative” rating on shares of Mastercard in a research note on Tuesday, March 17th. JPMorgan Chase & Co. dropped their price objective on shares of Mastercard from $685.00 to $655.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Rothschild & Co Redburn set a $685.00 price objective on shares of Mastercard in a research note on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $664.40.

Trending Headlines about Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street backing for Mastercard’s renewed push into crypto infrastructure — signals potential new revenue streams from crypto custody/settlement services and broader fintech partnerships, lifting investor enthusiasm. Mastercard Incorporated (MA) Entered Late March with Wall Street’s Support for Its New Push Into Crypto Infrastructure
• Positive Sentiment: Rollout of authenticated, AI-powered “agentic” payments in Singapore and Malaysia and plans for a regional AI Center of Excellence — accelerates product differentiation in high-growth ASEAN markets and strengthens payments/risk tools. This expands TAM and supports long-term revenue growth. Mastercard’s ASEAN AI Push: Can Trust Unlock Agentic Commerce?
• Positive Sentiment: Company commitment to connect 500 million additional underbanked people and small businesses by 2030 — bolsters growth narrative in emerging markets and supports volume/market-share expectations over the medium term. Mastercard Plans to Connect 500 Million More Underbanked People
• Positive Sentiment: Recent analyst/media coverage (e.g., Motley Fool, Zacks) and commentary pointing to MA as a high-quality growth name with upside vs. some targets — supports bullish investor sentiment and buying interest. Mastercard: A Strong Investment Opportunity in the Payment Sector
• Neutral Sentiment: Marketing/brand activations (McLaren partnership, ONEflight event) are positive PR but have limited direct near-term revenue impact; they help brand visibility in premium consumer segments. ONEflight Myrtle Beach Classic Announces … McLaren MasterCard Formula 1 Partnership
• Neutral Sentiment: Personnel and sector comparisons (e.g., executive moves, EVTC vs MA pieces) provide context but are unlikely to move the stock materially on their own. Mastercard and PayPal veteran Jill Cress is Babylist’s first CMO
• Negative Sentiment: Execution and regulatory risk from rapid expansion into crypto and AI — these initiatives can attract oversight and require material investment; setbacks or slower revenue realization could pressure sentiment. Mastercard Incorporated (MA) Entered Late March with Wall Street’s Support for Its New Push Into Crypto Infrastructure

Mastercard Stock Up 1.7%

MA stock opened at $506.93 on Thursday. The company has a market capitalization of $452.08 billion, a P/E ratio of 30.69, a PEG ratio of 1.58 and a beta of 0.83. The firm has a 50 day simple moving average of $515.07 and a 200-day simple moving average of $542.84. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 2.36. Mastercard Incorporated has a twelve month low of $470.00 and a twelve month high of $601.77.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.52. The firm had revenue of $8.81 billion during the quarter, compared to the consensus estimate of $8.80 billion. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm’s revenue was up 17.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.82 earnings per share. On average, equities research analysts predict that Mastercard Incorporated will post 15.91 earnings per share for the current fiscal year.

Mastercard Dividend Announcement

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

Mastercard Company 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.