SVB Wealth LLC Cuts Holdings in Visa Inc. $V

SVB Wealth LLC lessened its stake in Visa Inc. (NYSE:V) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,502 shares of the credit-card processor’s stock after selling 2,044 shares during the period. Visa makes up about 1.1% of SVB Wealth LLC’s holdings, making the stock its 19th biggest holding. SVB Wealth LLC’s holdings in Visa were worth $19,114,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. lifted its holdings in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY lifted its holdings in shares of Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Trading Down 0.0%

NYSE:V opened at $318.66 on Monday. The company has a fifty day moving average of $310.67 and a 200 day moving average of $326.72. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a market capitalization of $578.43 billion, a P/E ratio of 27.76, a P/E/G ratio of 1.70 and a beta of 0.78.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the business posted $2.76 EPS. The firm’s revenue was up 17.1% compared to the same quarter last year. On average, research analysts predict that Visa Inc. will post 13.08 earnings per share for the current year.

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

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio is currently 23.34%.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the subject of a number of recent research reports. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a report on Friday, January 30th. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price objective on shares of Visa in a report on Friday, January 30th. UBS Group boosted their price objective on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, BMO Capital Markets initiated coverage on shares of Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $387.25.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

About Visa

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.