OP Asset Management Ltd Invests $54.06 Million in Mastercard Incorporated $MA

OP Asset Management Ltd bought a new stake in shares of Mastercard Incorporated (NYSE:MA) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 108,193 shares of the credit services provider’s stock, valued at approximately $54,060,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Riggs Asset Managment Co. Inc. raised its stake in Mastercard by 20.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 108 shares of the credit services provider’s stock worth $61,000 after acquiring an additional 18 shares during the last quarter. Affinity Capital Advisors LLC lifted its holdings in Mastercard by 0.7% in the fourth quarter. Affinity Capital Advisors LLC now owns 2,939 shares of the credit services provider’s stock valued at $1,678,000 after acquiring an additional 19 shares during the period. Abacus Planning Group Inc. lifted its stake in shares of Mastercard by 3.3% in the 4th quarter. Abacus Planning Group Inc. now owns 590 shares of the credit services provider’s stock valued at $337,000 after purchasing an additional 19 shares during the period. Thomasville National Bank raised its position in shares of Mastercard by 4.1% in the fourth quarter. Thomasville National Bank now owns 479 shares of the credit services provider’s stock worth $273,000 after acquiring an additional 19 shares during the period. Finally, Castle Rock Wealth Management LLC raised its holdings in Mastercard by 2.8% in the 4th quarter. Castle Rock Wealth Management LLC now owns 695 shares of the credit services provider’s stock worth $387,000 after purchasing an additional 19 shares during the period. Hedge funds and other institutional investors own 97.28% of the company’s stock.

Mastercard Stock Up 1.3%

Shares of MA opened at $494.20 on Thursday. Mastercard Incorporated has a 52-week low of $464.52 and a 52-week high of $601.77. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 2.56. The stock has a fifty day simple moving average of $497.88 and a two-hundred day simple moving average of $520.38. The company has a market capitalization of $436.66 billion, a PE ratio of 28.60, a price-to-earnings-growth ratio of 1.52 and a beta of 0.74.

Mastercard (NYSE:MA) last announced its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, beating the consensus estimate of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm had revenue of $8.40 billion for the quarter, compared to analysts’ expectations of $8.26 billion. During the same quarter in the previous year, the company posted $3.73 EPS. The company’s revenue was up 15.8% compared to the same quarter last year. As a group, equities analysts forecast that Mastercard Incorporated will post 19.6 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Thursday, July 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is 20.14%.

Analyst Ratings Changes

Several research firms have issued reports on MA. Tigress Financial increased their price objective on shares of Mastercard from $730.00 to $735.00 and gave the company a “strong-buy” rating in a report on Friday, March 13th. Truist Financial decreased their price objective on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. BMO Capital Markets initiated coverage on shares of Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price for the company. Citigroup lowered their price target on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Finally, BNP Paribas Exane upgraded shares of Mastercard from a “neutral” rating to an “outperform” rating and set a $600.00 price objective for the company in a report on Thursday, March 19th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $656.08.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Mastercard announced a new partnership with SAIT to expand cybersecurity training for small businesses, non-profits, and social enterprises in Western Canada, reinforcing its brand and community investment while potentially supporting future digital payment adoption. Article: New SAIT and Mastercard partnership targets cybersecurity gaps facing Canada’s small businesses and non-profits
• Positive Sentiment: Mastercard continues to be viewed as a high-margin, long-runway payments leader, with articles highlighting its recurring toll-like revenue model and durable position in the global payments duopoly. Article: Mastercard vs. PayPal: Which Financial Stock Is a Better Buy in 2026?
• Positive Sentiment: Mastercard is also expanding digital B2B payments through a new HSBC mobile virtual card solution, which could help deepen transaction volume in a growing enterprise payments segment. Article: HSBC and Mastercard accelerate growth of digital B2B payments with launch of mobile virtual card solution
• Neutral Sentiment: Coverage comparing Mastercard with Visa and PayPal generally reinforces that Mastercard remains a strong business, but these pieces were more comparative than catalyst-driven and do not point to a major near-term change in fundamentals. Article: Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
• Neutral Sentiment: Mastercard’s “Agent Pay” push and broader AI-commerce messaging suggest continued product innovation, but the immediate financial impact is still unclear. Article: Mastercard CMO Jill Kramer unveils ‘Agent Pay’ to secure AI commerce
• Negative Sentiment: Fresh EU pressure tied to digital euro plans could increase competitive and regulatory risk for Mastercard in Europe if policymakers favor public or European payment alternatives. Article: Mastercard (MA) Faces Fresh EU Pressure As Digital Euro Plans Advance

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.