Obermeyer Wealth Partners Sells 2,630 Shares of Mastercard Incorporated $MA

Key Points

• Obermeyer Wealth Partners trimmed its Mastercard stake by 2.2% (sold 2,630 shares) and now holds 118,657 shares valued at about $67.74 million, making MA roughly 3.1% of its portfolio and its 11th largest holding.
• Recent results were strong: Mastercard beat EPS estimates ($4.76 vs. $4.24), reported revenue of $8.81 billion (up 17.5% YoY) with high margins, and pays a $0.87 quarterly dividend (≈0.7% yield).
• Institutional ownership is very high (97.28%) and analysts are mostly bullish (consensus price target ≈ $659), though regulatory/legal suits and potential merchant-steering pressures are noted downside risks.

Obermeyer Wealth Partners trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 118,657 shares of the credit services provider's stock after selling 2,630 shares during the quarter. Mastercard makes up about 3.1% of Obermeyer Wealth Partners' investment portfolio, making the stock its 11th largest holding. Obermeyer Wealth Partners' holdings in Mastercard were worth $67,739,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Tacita Capital Inc grew its position in Mastercard by 50.0% during the third quarter. Tacita Capital Inc now owns 57 shares of the credit services provider's stock valued at $32,000 after buying an additional 19 shares during the period. Foster Dykema Cabot & Partners LLC grew its position in Mastercard by 250.0% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 56 shares of the credit services provider's stock valued at $32,000 after buying an additional 40 shares during the period. Dagco Inc. grew its position in Mastercard by 200.0% during the fourth quarter. Dagco Inc. now owns 66 shares of the credit services provider's stock valued at $38,000 after buying an additional 44 shares during the period. TruNorth Capital Management LLC bought a new stake in Mastercard during the third quarter valued at approximately $46,000. Finally, Clayton Financial Group LLC grew its position in Mastercard by 627.3% during the fourth quarter. Clayton Financial Group LLC now owns 80 shares of the credit services provider's stock valued at $46,000 after buying an additional 69 shares during the period. 97.28% of the stock is currently owned by institutional investors.

More Mastercard News

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Wall Street expects earnings growth next week, boosting the prospect of an earnings beat that can drive the stock higher. MasterCard (MA) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: BMO Capital Markets upgraded MA to "strong-buy," a bullish signal from a major shop that can support buying interest. BMO Upgrade Coverage
• Positive Sentiment: Multiple business expansions and partnerships — e.g., KuCoin launching a Mastercard‑powered USDC payment card in Australia and new initiatives in South Africa and Sri Lanka — underscore network growth and new revenue streams. KuCoin Debuts Mastercard-Powered USDC Payment Card in Australia
• Positive Sentiment: Corporate sustainability and revenue progress: Mastercard reported continued revenue growth and emissions reductions, reinforcing the quality growth narrative investors like. Mastercard grows revenue, reduces emissions for third straight year
• Positive Sentiment: Investor commentary and bullish write-ups (including a positive thesis summarized on Yahoo Finance) highlight MA’s valuation vs. growth and keep buy-side interest elevated. Is Mastercard Incorporated (MA) A Good Stock To Buy Now?
• Neutral Sentiment: Truist lowered its price target from $611 to $590 but kept a "buy" rating — slightly less upside than before but still supportive. Truist Lowers PT
• Neutral Sentiment: Valuation comparisons (PayPal vs. Mastercard) keep analysts debating relative value; these discussions can influence flows but are not an immediate catalyst. PYPL vs. MA: Which Stock Is the Better Value Option?
• Negative Sentiment: Regulatory/legal pressure: a new suit over card fees could increase litigation and regulatory scrutiny, creating a downside risk to margins and sentiment. Visa, Mastercard face new suit over card fees
• Negative Sentiment: Industry changes: reporting on a proposed Visa–Mastercard deal suggests merchants could gain tools to steer spending, which may pressure interchange revenue over time. Proposed Visa–Mastercard Deal Hands Merchants New Power to Steer Spending

Mastercard Price Performance

Shares of NYSE:MA opened at $504.58 on Friday. The company has a debt-to-equity ratio of 2.36, a current ratio of 1.03 and a quick ratio of 1.03. Mastercard Incorporated has a 1-year low of $480.50 and a 1-year high of $601.77. The company has a market capitalization of $449.99 billion, a P/E ratio of 30.54, a P/E/G ratio of 1.61 and a beta of 0.83. The firm's 50 day simple moving average is $507.62 and its two-hundred day simple moving average is $537.86.

Mastercard (NYSE:MA - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The credit services provider reported $4.76 earnings per share 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 business had revenue of $8.81 billion for the quarter, compared to the consensus estimate of $8.80 billion. During the same quarter in the previous year, the firm earned $3.82 earnings per share. The company's revenue for the quarter was up 17.5% on a year-over-year basis. Research analysts expect that Mastercard Incorporated will post 19.52 EPS for the current fiscal year.

Mastercard Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Thursday, April 9th will be issued a $0.87 dividend. 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 payout ratio is 21.07%.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Truist Financial cut their target price on shares of Mastercard from $611.00 to $590.00 and set a "buy" rating for the company in a research report on Friday. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $656.00 price target on shares of Mastercard in a report on Friday, January 30th. Macquarie Infrastructure lifted their price target on shares of Mastercard from $660.00 to $675.00 and gave the company an "outperform" rating in a report on Friday, January 30th. JPMorgan Chase & Co. lowered their price target on shares of Mastercard from $685.00 to $655.00 and set an "overweight" rating on the stock in a report on Friday, January 30th. Finally, Evercore reaffirmed a "negative" rating on shares of Mastercard in a report on Tuesday, March 17th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Mastercard has a consensus rating of "Buy" and a consensus price target of $659.00.

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.

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