Rep. Josh Gottheimer Buys Mastercard Incorporated (NYSE:MA) Shares

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 Trading Down 0.1 %

Shares of Mastercard stock opened at $564.79 on Wednesday. The company has a 50-day moving average of $532.30 and a two-hundred day moving average of $507.00. Mastercard Incorporated has a 12-month low of $428.86 and a 12-month high of $576.94. The company has a current ratio of 1.03, a quick ratio of 1.29 and a debt-to-equity ratio of 2.68. The stock has a market cap of $518.38 billion, a PE ratio of 40.66, a price-to-earnings-growth ratio of 2.37 and a beta of 1.10.

Mastercard (NYSE:MA) last released its quarterly earnings data on Thursday, January 30th. The credit services provider reported $3.82 earnings per share 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%. On average, research analysts anticipate that Mastercard Incorporated will post 15.98 EPS for the current fiscal year.

Mastercard declared that its Board of Directors has authorized a stock repurchase program on Tuesday, December 17th that authorizes the company to buyback $12.00 billion in outstanding shares. This buyback authorization authorizes the credit services provider to repurchase up to 2.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Mastercard Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 9th. Investors of record on Wednesday, April 9th will be paid a $0.76 dividend. This represents a $3.04 annualized dividend and a dividend yield of 0.54%. The ex-dividend date is Wednesday, April 9th. Mastercard’s dividend payout ratio (DPR) is 21.89%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. TD Cowen raised their price objective on shares of Mastercard from $533.00 to $567.00 and gave the stock a “buy” rating in a research note on Friday, November 15th. Morgan Stanley cut their price target on Mastercard from $654.00 to $644.00 and set an “overweight” rating for the company in a report on Friday, January 31st. Monness Crespi & Hardt raised Mastercard from a “neutral” rating to a “buy” rating and set a $640.00 price objective on the stock in a research note on Friday, January 31st. Raymond James reissued an “outperform” rating and issued a $640.00 target price (up previously from $614.00) on shares of Mastercard in a research note on Friday, January 31st. Finally, UBS Group raised their price target on shares of Mastercard from $600.00 to $660.00 and gave the stock a “buy” rating in a research note on Friday, January 31st. Four research analysts have rated the stock with a hold rating, twenty-four have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $603.08.

Hedge Funds Weigh In On Mastercard

Hedge funds have recently made changes to their positions in the business. Temasek Holdings Private Ltd boosted its position in Mastercard by 2.3% in the 3rd quarter. Temasek Holdings Private Ltd now owns 2,805,554 shares of the credit services provider’s stock valued at $1,385,383,000 after buying an additional 62,891 shares during the last quarter. Cardano Risk Management B.V. grew its holdings in Mastercard by 2.7% during the 4th quarter. Cardano Risk Management B.V. now owns 368,690 shares of the credit services provider’s stock worth $194,141,000 after acquiring an additional 9,611 shares in the last quarter. Nordea Investment Management AB raised its stake in shares of Mastercard by 15.6% in the 4th quarter. Nordea Investment Management AB now owns 2,510,756 shares of the credit services provider’s stock valued at $1,325,353,000 after purchasing an additional 337,905 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in Mastercard by 2.0% in the third quarter. Charles Schwab Investment Management Inc. now owns 5,010,430 shares of the credit services provider’s stock worth $2,474,151,000 after purchasing an additional 100,550 shares in the last quarter. Finally, Dock Street Asset Management Inc. grew its position in shares of Mastercard by 4.5% in the 4th quarter. Dock Street Asset Management Inc. now owns 68,237 shares of the credit services provider’s stock worth $35,932,000 after acquiring an additional 2,931 shares in the last quarter. Hedge funds and other institutional investors own 97.28% of the company’s stock.

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.

Mastercard Company Profile

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.