Supplemental Annuity Collective Trust of NJ Has $3.79 Million Position in Visa Inc. $V

Supplemental Annuity Collective Trust of NJ lowered its holdings in shares of Visa Inc. (NYSE:V) by 14.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,810 shares of the credit-card processor’s stock after selling 1,790 shares during the quarter. Visa accounts for about 1.0% of Supplemental Annuity Collective Trust of NJ’s portfolio, making the stock its 17th biggest position. Supplemental Annuity Collective Trust of NJ’s holdings in Visa were worth $3,791,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of V. Corient Private Wealth LLC raised its position in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the last quarter. Holocene Advisors LP raised its position in Visa by 286.4% in the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after buying an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC raised its position in Visa by 121.7% in the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after buying an additional 1,658,954 shares during the last quarter. Danske Bank A S acquired a new stake in Visa in the 3rd quarter valued at approximately $565,684,000. Finally, Capital Research Global Investors raised its position in Visa by 73.4% in the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after buying an additional 1,353,441 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Down 0.1%

V stock opened at $309.34 on Wednesday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The business has a 50 day moving average price of $309.59 and a two-hundred day moving average price of $327.33. The company has a market cap of $561.51 billion, a price-to-earnings ratio of 29.02, a P/E/G ratio of 1.78 and a beta of 0.80. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.74 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business’s revenue was up 17.1% compared to the same quarter last year. During the same period last year, the company earned $2.76 earnings per share. Analysts anticipate that Visa Inc. will post 12.84 EPS for the current fiscal year.

Visa declared that its Board of Directors has approved a stock buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Tuesday, May 12th. Visa’s payout ratio is currently 25.14%.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.12% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beats — Visa reported EPS of $3.31 and revenue of $11.23B, ahead of consensus; payments volume and processed transactions rose ~9%, and cross‑border volume grew double digits, supporting the revenue beat and margin strength. Visa Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Capital returns boosted — the board authorized a new $20B multi-year share repurchase program and declared a quarterly dividend ($0.67), while the company repurchased/directed $9.2B in buybacks/dividends this quarter; this is a clear near-term EPS-support/cash-return catalyst. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback
• Positive Sentiment: Analyst backdrop — several firms have reiterated/raised targets and the median 6‑month price target sits well above the current price, giving upside in street expectations. Visa Inc. (V) Stock Rises on Q2 2026 Earnings
• Neutral Sentiment: Product/crypto initiatives — Visa is exploring stablecoin/on‑chain payment rails (WeFi partnership) and partners are launching Visa‑branded crypto cards in APAC; these expand addressable payment flows but timing and revenue impact remain uncertain. Visa, WeFi Partner on Everyday Stablecoin Payments
• Neutral Sentiment: Third‑party crypto card launches (Bitbank, Aven) signal ecosystem adoption of Visa rails for crypto rewards/credit products but have limited near‑term financial impact on Visa’s core processing revenue. Bitbank Enters the Credit Card Market With 0.5% Crypto Cashback
• Negative Sentiment: Legal overhang — retailers objected to a proposed ~$200B swipe‑fee settlement with Visa and Mastercard; continued litigation or an altered settlement could be a material headline risk and cap upside until resolved. Retailers Object to $200 Billion Visa‑Mastercard Swipe Fee Settlement
• Negative Sentiment: Insider and institutional flows — notable executive stock sales and large institutional reductions (reported in filings) may weigh on sentiment even as fundamentals improve. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on V shares. Rothschild & Co Redburn set a $385.00 target price on Visa in a research report on Wednesday, January 28th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Truist Financial decreased their price target on Visa from $372.00 to $361.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Seven equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and an average target price of $387.79.

Visa Company Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.