Mastercard Incorporated $MA Shares Purchased by OFI Invest Asset Management

OFI Invest Asset Management boosted its holdings in Mastercard Incorporated (NYSE:MA) by 1.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 88,181 shares of the credit services provider’s stock after acquiring an additional 1,191 shares during the period. OFI Invest Asset Management’s holdings in Mastercard were worth $50,341,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of MA. Brighton Jones LLC boosted its stake in shares of Mastercard by 42.3% during the 4th quarter. Brighton Jones LLC now owns 6,824 shares of the credit services provider’s stock worth $3,594,000 after purchasing an additional 2,028 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of Mastercard by 8.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock worth $1,432,000 after purchasing an additional 200 shares during the last quarter. CoreFirst Bank & Trust acquired a new stake in shares of Mastercard during the 2nd quarter worth about $39,000. Intact Investment Management Inc. boosted its stake in shares of Mastercard by 105.2% during the 2nd quarter. Intact Investment Management Inc. now owns 5,336 shares of the credit services provider’s stock worth $2,999,000 after purchasing an additional 2,736 shares during the last quarter. Finally, Stamos Capital Partners L.P. boosted its stake in shares of Mastercard by 34.7% during the 2nd quarter. Stamos Capital Partners L.P. now owns 3,444 shares of the credit services provider’s stock worth $1,935,000 after purchasing an additional 887 shares during the last quarter. 97.28% of the stock is owned by institutional investors and hedge funds.

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 Trading Up 1.7%

Shares of MA stock opened at $506.93 on Thursday. Mastercard Incorporated has a 1-year low of $470.00 and a 1-year high of $601.77. The firm’s 50-day simple moving average is $515.07 and its 200-day simple moving average is $542.84. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. The firm has a market cap of $452.08 billion, a P/E ratio of 30.69, a PEG ratio of 1.58 and a beta of 0.83.

Mastercard (NYSE:MA) last posted its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 EPS for the quarter, beating the consensus estimate of $4.24 by $0.52. Mastercard had a net margin of 45.65% and a return on equity of 203.92%. The firm had revenue of $8.81 billion for the quarter, compared to analyst estimates of $8.80 billion. During the same quarter last year, the firm posted $3.82 earnings per share. Mastercard’s revenue for the quarter was up 17.5% compared to the same quarter last year. As a group, equities analysts forecast that Mastercard Incorporated will post 15.91 EPS for the current year.

Mastercard Announces Dividend

The firm also recently declared 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 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is presently 21.07%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on MA shares. Bank of America started coverage on shares of Mastercard in a research note on Thursday, March 5th. They set a “buy” rating and a $700.00 price target on the stock. UBS Group decreased their price target on shares of Mastercard from $700.00 to $650.00 and set a “buy” rating on the stock in a research note on Tuesday, March 31st. TD Cowen reaffirmed a “buy” rating on shares of Mastercard in a research note on Tuesday, March 17th. BNP Paribas Exane raised shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price target on the stock in a research note on Thursday, March 19th. Finally, Rothschild & Co Redburn set a $685.00 price target on shares of Mastercard in a research note on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $664.40.

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.