Mastercard Incorporated $MA Shares Acquired by Corient Private Wealth LLC

Posted by Brian Himes on Jun 19th, 2026

Corient Private Wealth LLC increased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 17.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 742,528 shares of the credit services provider’s stock after buying an additional 112,694 shares during the quarter. Corient Private Wealth LLC’s holdings in Mastercard were worth $423,894,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in shares of Mastercard by 42.3% in the fourth 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 in the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Mastercard by 8.5% during the second quarter. Schnieders Capital Management LLC. now owns 2,548 shares of the credit services provider’s stock valued at $1,432,000 after purchasing an additional 200 shares in the last quarter. Betterment LLC lifted its holdings in Mastercard by 6.5% in the second quarter. Betterment LLC now owns 947 shares of the credit services provider’s stock worth $532,000 after purchasing an additional 58 shares during the period. Worldquant Millennium Advisors LLC grew its position in Mastercard by 35.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 677,204 shares of the credit services provider’s stock valued at $380,548,000 after buying an additional 178,387 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new position in Mastercard in the 2nd quarter valued at about $431,000. 97.28% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Mastercard

Here are the key news stories impacting Mastercard this week:

Positive Sentiment: Mastercard is pushing deeper into AI-driven “agentic commerce” with its new Agent Pay and related partnerships, which could help it capture more of the next wave of digital payments as AI agents begin shopping and paying on behalf of consumers. Article Title
Positive Sentiment: Mastercard expanded its cross-border payments footprint through partnerships involving PaidBy and the Appia Foundation, reinforcing its international network and transaction growth opportunities. Article Title
Positive Sentiment: Zacks highlighted Mastercard’s network-focused model, faster growth profile, and estimated upside versus American Express, suggesting the stock may still have room to rerate as digital payments expand. Article Title
Positive Sentiment: Mastercard announced a quarterly dividend, which can appeal to income-focused investors and signals continued cash generation and shareholder returns.
Neutral Sentiment: Mastercard executives said consumers are still navigating the current economy reasonably well, which supports the view that spending trends remain stable but does not directly change the company’s outlook. Article Title
Neutral Sentiment: Commentary on Mastercard’s former CMO and broader AI-driven marketing trends is more about the company’s thought leadership than a direct financial catalyst. Article Title
Neutral Sentiment: Coverage comparing Mastercard with Remitly Global and a note about Mastercard being a top-ranked momentum stock are generally supportive, but they are more market commentary than new fundamentals. Article Title Article Title
Negative Sentiment: News that Russia is working on a plan to remove Visa and Mastercard highlights geopolitical and regulatory risk that could weigh on long-term international payment volumes. Article Title

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Dbs Bank upgraded shares of Mastercard to a “moderate buy” rating in a research report on Friday, March 27th. Wall Street Zen cut shares of Mastercard from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Truist Financial lowered their price objective on shares of Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research note on Tuesday, May 12th. UBS Group dropped their target price on Mastercard from $650.00 to $640.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Finally, BMO Capital Markets began coverage on Mastercard in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price for the company. Six research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $656.04.

View Our Latest Research Report on Mastercard

Mastercard Price Performance

Shares of Mastercard stock opened at $490.73 on Friday. Mastercard Incorporated has a 52 week low of $464.52 and a 52 week high of $601.77. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The stock has a market cap of $433.60 billion, a PE ratio of 28.40, a price-to-earnings-growth ratio of 1.54 and a beta of 0.74. The company’s 50-day moving average price is $499.08 and its two-hundred day moving average price is $521.98.

Mastercard (NYSE:MA – Get Free Report) last posted its quarterly earnings data 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. The company had revenue of $8.40 billion during the quarter, compared to analyst estimates of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the firm posted $3.73 EPS. As a group, sell-side analysts anticipate that Mastercard Incorporated will post 19.6 EPS for the current fiscal year.

Mastercard Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 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 is Thursday, July 9th. Mastercard’s dividend payout ratio (DPR) is presently 20.14%.

About Mastercard

(Free Report)

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.