E. Ohman J:or Asset Management 13F: Cuts MA Stake by $5.6M

E. Ohman J:or Asset Management reduced its stake in Mastercard Incorporated (NYSE:MA) during the recent period, according to a Form 13F filing with the SEC on October 22, 2026. The fund sold 10,133 shares of the payment technology company, bringing its total holdings down to 81,367 shares. The remaining position was valued at approximately $44.87 million at the time of the filing.

MA Mastercard Incorporated

$620.42 ▲ +10.88% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in E. Ohman J:or Asset Management's Mastercard Position

Dropping its prior holdings by 11.1%, the firm pared back its exposure to Mastercard after previously owning 91,500 shares. Even with the reduction, the remaining 81,367 shares represent a sizable investment for the asset manager in one of the world's largest payment processing networks.

Other Institutional Activity in Mastercard

Other large institutional holders have also adjusted positions in the payment giant. Mastercard Foundation Asset Management Corp cut its holdings by 4,886,010 shares, ending the period with 60,347,774 shares worth about $38.07 billion.

Mastercard Incorporated Stock Up 0.9%

Mastercard recently traded around $625.98, sitting slightly below its closing price of $630.84 on the filing date. The stock trades well above its 50-day moving average of $579.05 and its 200-day moving average of $533.78. Shares have hovered near the 52-week high of $624.66, reflecting strong upward momentum over the past year from a low of $464.52. The company commands a market capitalization of roughly $545.42 billion with a beta of 0.76.

Recent Earnings

Mastercard reported trailing twelve-month revenue of $35.08 billion alongside basic earnings per share of $18.24. The business runs with a net profit margin of 46.3% and a return on equity of 241.2%. Year-over-year revenue growth reached 14.1%. The company is scheduled to report its next set of financial results on October 29, 2026.

Dividend

Mastercard pays an annual dividend rate of $3.48 per share, giving investors a dividend yield of 0.56%. The payout ratio sits at 17.9%, leaving plenty of room for earnings to support future distributions.

Insider Buying and Selling at Mastercard Incorporated

Company insiders have actively transacted shares in recent months. Officer Linda Pistecchia Kirkpatrick sold 923 shares on August 31, 2026, at an average price of $593.54 for a total value of $547,837. Officer J. Mehra Sachin disposed of 3,266 shares on September 2, 2026, at $584.00 per share, totaling $1,907,344. Director Julius Genachowski sold 741 shares on October 12, 2026, valued at $435,418. Finally, Chief Financial Officer Hai Ling sold 4,317 shares on October 16, 2026, at $620.00 per share, generating $2,676,540.

Analysts Set New Price Targets

Wall Street research firms maintain a favorable view on Mastercard stock. On August 3, 2026, Cantor Fitzgerald maintained its Overweight rating while lifting its target to $695.00 from $650.00. Truist Securities maintained a Buy rating on August 5, 2026, raising its target to $633.00 from $554.00. Wolfe Research kept an Outperform rating on August 25, 2026, pushing its target to $740.00 from $680.00. RBC Capital maintained an Outperform rating on August 31, 2026, moving its target from $642.00 to $696.00. Baird maintained an Outperform rating on October 9, 2026, raising its target to $710.00 from $660.00. The stock currently holds a consensus recommendation of a strong buy from 37 analysts, with a mean price target of $674.93.

About Mastercard

Mastercard Incorporated operates a global technology platform that connects consumers, financial institutions, merchants, governments, and businesses across more than 200 countries and territories. The company facilitates digital payment transactions, offering credit, debit, and prepaid solutions along with cybersecurity and fraud prevention services.

Bottom Line

Investors are keeping a close watch on Mastercard as the company prepares to report quarterly earnings on October 29, 2026. Institutional adjustments and ongoing insider transactions provide context on how market participants view the stock near its 52-week highs.