Bokf Na Sells 5,159 Shares of Mastercard Incorporated $MA

Bokf Na reduced its stake in Mastercard Incorporated (NYSE:MA) by 10.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 46,433 shares of the credit services provider’s stock after selling 5,159 shares during the period. Bokf Na’s holdings in Mastercard were worth $26,508,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Vulcan Value Partners LLC grew its holdings in Mastercard by 6.5% in the third quarter. Vulcan Value Partners LLC now owns 466,222 shares of the credit services provider’s stock worth $265,233,000 after purchasing an additional 28,331 shares during the period. Nicholson Wealth Management Group LLC grew its holdings in Mastercard by 153.6% in the third quarter. Nicholson Wealth Management Group LLC now owns 2,856 shares of the credit services provider’s stock worth $1,625,000 after purchasing an additional 1,730 shares during the period. Murphy Middleton Hinkle & Parker Inc. purchased a new stake in Mastercard in the fourth quarter worth about $1,113,000. Mn Services Vermogensbeheer B.V. grew its holdings in Mastercard by 1.5% in the third quarter. Mn Services Vermogensbeheer B.V. now owns 309,192 shares of the credit services provider’s stock worth $175,872,000 after purchasing an additional 4,700 shares during the period. Finally, Assetmark Inc. grew its holdings in Mastercard by 4.5% in the fourth quarter. Assetmark Inc. now owns 229,299 shares of the credit services provider’s stock worth $130,902,000 after purchasing an additional 9,795 shares during the period. 97.28% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MA. Truist Financial dropped their target price on shares of Mastercard from $611.00 to $590.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Compass Point upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and upped their target price for the stock from $620.00 to $735.00 in a research note on Tuesday, January 13th. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research note on Friday, March 27th. Citigroup dropped their target price on shares of Mastercard from $735.00 to $675.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Finally, BMO Capital Markets began coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price on the stock. Six investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $657.07.

Mastercard Stock Down 1.5%

Shares of Mastercard stock opened at $497.17 on Wednesday. The company has a market cap of $443.38 billion, a price-to-earnings ratio of 28.77, a price-to-earnings-growth ratio of 1.58 and a beta of 0.76. The company’s 50 day moving average is $506.16 and its 200 day moving average is $535.39. Mastercard Incorporated has a twelve month low of $480.50 and a twelve month 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.

Mastercard (NYSE:MA) last issued its quarterly earnings data on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, beating analysts’ consensus estimates of $4.41 by $0.19. The company had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.73 earnings per share. Research analysts anticipate that Mastercard Incorporated will post 19.58 EPS for the current year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.87 per share. 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 dividend payout ratio is currently 20.14%.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Morgan Stanley raised its price target (to $679) and reiterated an Overweight rating, signaling continued analyst confidence in Mastercard’s longer‑term growth despite recent market noise. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds
• Positive Sentiment: Mastercard is expanding its digital‑asset and on‑chain payment capabilities (BVNK acquisition, partnerships with MoonPay, Rain, KuCoin) — a revenue/volume tail that could lift payment-related fees and open new rails for programs and tokenized payments. Mastercard Deepens Digital Asset Push With Stablecoin And AI Payment Rails
• Positive Sentiment: Mastercard took a strategic stake in Astrada’s $3.8M seed round, signaling direct investment in the data layer for “autonomous finance” and closer ties to fintech innovation that could feed future products and merchant services. Astrada Raises Seed Round to Build the Data Layer for Autonomous Finance
• Positive Sentiment: Rain’s expansion of a stablecoin card network with Mastercard shows growing partner adoption for stablecoin‑linked consumer payment options — reinforces Mastercard’s push into crypto payment rails. Rain expands stablecoin card network with Mastercard partnership
• Positive Sentiment: Buy-side commentary (24/7 Wall St.) highlights Mastercard as a top pick after a Q1 beat and a favorable longer‑term thesis, supporting potential upside if results and growth catalysts persist. Mastercard Is One Of Our Top Picks After Q1 Beat
• Neutral Sentiment: Industry commentary on agentic commerce and B2B late payments shows Mastercard is building infrastructure and product responses (AI agents, B2B payment controls), which are strategic positives but gradual revenue levers. Mastercard Targets the Hidden Cost of Late B2B Payments
• Neutral Sentiment: Fundamental writeups (Seeking Alpha) reiterate strong ROE, margin profile and diversification into high‑margin services — supportive but already reflected to some extent in consensus multiples. Mastercard And Its Real Value
• Negative Sentiment: Royal Bank of Canada trimmed its price target to $629, reflecting more cautious near‑term expectations which can pressure sentiment and limit upside. Royal Bank Of Canada Cuts Mastercard (NYSE:MA) Price Target to $629.00
• Negative Sentiment: Raymond James flagged near‑term headwinds (travel/cross‑border and macro sensitivity noted in analyst commentary), contributing to today’s weaker trading as investors mark risk to near‑term growth. Morgan Stanley Raises Mastercard (MA) Target; Raymond James Flags Near-Term Headwinds

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.