Mastercard (NYSE:MA) Shares Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Mastercard Incorporated (NYSE:MA). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Mastercard stock on January 31st. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Twilio (NYSE:TWLO) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.
• Sold $1,001 – $15,000 in shares of Trane Technologies (NYSE:TT) on 1/30/2025.

Mastercard Price Performance

Shares of Mastercard stock traded down $1.89 on Wednesday, hitting $562.81. The company’s stock had a trading volume of 413,170 shares, compared to its average volume of 2,641,337. The company has a market capitalization of $516.57 billion, a price-to-earnings ratio of 40.52, a price-to-earnings-growth ratio of 2.37 and a beta of 1.10. The firm has a fifty day moving average price of $533.07 and a 200-day moving average price of $507.89. The company has a debt-to-equity ratio of 2.68, a quick ratio of 1.29 and a current ratio of 1.03. Mastercard Incorporated has a 1 year low of $428.86 and a 1 year high of $576.94.

Mastercard (NYSE:MA) last issued its earnings results on Thursday, January 30th. The credit services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.71 by $0.11. Mastercard had a return on equity of 188.47% and a net margin of 45.71%. As a group, sell-side analysts anticipate that Mastercard Incorporated will post 15.98 earnings per share for the current fiscal year.

Mastercard declared that its board has authorized a share repurchase plan on Tuesday, December 17th that permits the company to repurchase $12.00 billion in shares. This repurchase authorization permits the credit services provider to buy up to 2.5% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Mastercard Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 9th. Shareholders of record on Wednesday, April 9th will be paid a dividend of $0.76 per share. The ex-dividend date of this dividend is Wednesday, April 9th. This represents a $3.04 dividend on an annualized basis and a dividend yield of 0.54%. Mastercard’s payout ratio is currently 21.89%.

Hedge Funds Weigh In On Mastercard

Institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in Mastercard by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 77,179,138 shares of the credit services provider’s stock valued at $40,640,219,000 after purchasing an additional 377,302 shares during the period. State Street Corp boosted its position in shares of Mastercard by 0.7% during the third quarter. State Street Corp now owns 35,288,912 shares of the credit services provider’s stock worth $17,425,665,000 after buying an additional 257,312 shares during the period. FMR LLC grew its holdings in Mastercard by 3.4% in the 3rd quarter. FMR LLC now owns 21,355,081 shares of the credit services provider’s stock worth $10,545,139,000 after buying an additional 700,769 shares in the last quarter. Geode Capital Management LLC increased its position in Mastercard by 2.5% in the 3rd quarter. Geode Capital Management LLC now owns 18,375,053 shares of the credit services provider’s stock valued at $9,043,972,000 after acquiring an additional 453,773 shares during the period. Finally, Norges Bank bought a new stake in Mastercard during the 4th quarter valued at $6,022,224,000. 97.28% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MA has been the topic of a number of recent research reports. Morgan Stanley cut their target price on shares of Mastercard from $654.00 to $644.00 and set an “overweight” rating on the stock in a research note on Friday, January 31st. Monness Crespi & Hardt upgraded shares of Mastercard from a “neutral” rating to a “buy” rating and set a $640.00 price target on the stock in a research note on Friday, January 31st. Oppenheimer cut their target price on shares of Mastercard from $591.00 to $588.00 and set an “outperform” rating on the stock in a report on Thursday, December 19th. DZ Bank upgraded shares of Mastercard from a “hold” rating to a “buy” rating and set a $620.00 price target for the company in a research note on Tuesday, February 4th. Finally, Royal Bank of Canada lifted their price objective on shares of Mastercard from $572.00 to $650.00 and gave the company an “outperform” rating in a research note on Friday, January 31st. Four research analysts have rated the stock with a hold rating, twenty-four have issued a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, Mastercard currently has an average rating of “Moderate Buy” and an average price target of $603.08.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About Mastercard

Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. The company offers integrated products and value-added services for account holders, merchants, financial institutions, digital partners, businesses, governments, and other organizations, such as programs that enable issuers to provide consumers with credits to defer payments; payment products and solutions that allow its customers to access funds in deposit and other accounts; prepaid programs services; and commercial credit, debit, and prepaid payment products and solutions.