Rep. Josh Gottheimer Sells Off Shares of Mastercard Incorporated (NYSE:MA)

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Mastercard Incorporated (NYSE:MA). In a filing disclosed on February 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Mastercard stock on January 16th. 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 Mastercard (NYSE:MA) 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.

Mastercard Price Performance

Shares of NYSE MA opened at $564.79 on Wednesday. The business has a 50 day simple moving average of $532.30 and a 200-day simple moving average of $507.00. The company has a current ratio of 1.03, a quick ratio of 1.29 and a debt-to-equity ratio of 2.68. Mastercard Incorporated has a twelve month low of $428.86 and a twelve month high of $576.94. The company has a market capitalization of $518.38 billion, a price-to-earnings ratio of 40.66, a price-to-earnings-growth ratio of 2.37 and a beta of 1.10.

Mastercard (NYSE:MA) last posted its earnings results on Thursday, January 30th. The credit services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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, equities research analysts expect that Mastercard Incorporated will post 15.98 earnings per share for the current year.

Mastercard announced that its Board of Directors has initiated a share repurchase plan on Tuesday, December 17th that authorizes the company to repurchase $12.00 billion in outstanding shares. This repurchase authorization authorizes the credit services provider to reacquire up to 2.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Mastercard Dividend Announcement

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

Analyst Ratings Changes

A number of equities analysts recently issued reports on MA shares. Jefferies Financial Group increased their price objective on Mastercard from $590.00 to $610.00 and gave the stock a “buy” rating in a report on Monday, December 9th. Macquarie increased their price target on Mastercard from $565.00 to $645.00 and gave the stock an “outperform” rating in a research note on Friday, January 31st. TD Cowen lifted their price objective on shares of Mastercard from $533.00 to $567.00 and gave the company a “buy” rating in a research note on Friday, November 15th. Seaport Res Ptn lowered shares of Mastercard from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 14th. Finally, DZ Bank upgraded shares of Mastercard from a “hold” rating to a “buy” rating and set a $620.00 price target on the stock in a research report on Tuesday, February 4th. Four equities research analysts have rated the stock with a hold rating, twenty-four have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $603.08.

Institutional Investors Weigh In On Mastercard

Hedge funds have recently bought and sold shares of the company. Brown Miller Wealth Management LLC raised its holdings in Mastercard by 4.1% in the 3rd quarter. Brown Miller Wealth Management LLC now owns 2,920 shares of the credit services provider’s stock valued at $1,442,000 after acquiring an additional 115 shares in the last quarter. Montis Financial LLC increased its position in shares of Mastercard by 72.6% during the third quarter. Montis Financial LLC now owns 1,427 shares of the credit services provider’s stock valued at $705,000 after purchasing an additional 600 shares during the period. Mechanics Bank Trust Department raised its stake in shares of Mastercard by 0.9% in the third quarter. Mechanics Bank Trust Department now owns 5,234 shares of the credit services provider’s stock valued at $2,585,000 after purchasing an additional 47 shares in the last quarter. Retirement Planning Group LLC acquired a new position in shares of Mastercard in the third quarter valued at $319,000. Finally, Carnegie Investment Counsel lifted its position in Mastercard by 0.5% in the third quarter. Carnegie Investment Counsel now owns 115,821 shares of the credit services provider’s stock worth $57,192,000 after purchasing an additional 596 shares during the period. 97.28% of the stock is currently owned by institutional investors.

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.