Madison Asset Management LLC decreased its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 355,548 shares of the credit-card processor’s stock after selling 10,709 shares during the period. Visa makes up about 1.4% of Madison Asset Management LLC’s portfolio, making the stock its 16th biggest holding. Madison Asset Management LLC’s holdings in Visa were worth $124,694,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds have also added to or reduced their stakes in the company. Patron Partners LLC boosted its holdings in shares of Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after purchasing an additional 30 shares in the last quarter. MTM Investment Management LLC lifted its position in shares of Visa by 0.9% during the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor’s stock worth $1,142,000 after buying an additional 30 shares during the last quarter. High Note Wealth LLC lifted its position in shares of Visa by 6.8% during the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock worth $162,000 after buying an additional 30 shares during the last quarter. Beacon Capital Management LLC boosted its stake in Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock valued at $526,000 after buying an additional 30 shares in the last quarter. Finally, Chapman Financial Group LLC grew its position in Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after acquiring an additional 30 shares during the last quarter. 82.15% of the stock is owned by institutional investors.
Insider Activity at Visa
In other Visa news, Director Lloyd Carney sold 650 shares of the 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 transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.12% of the company’s stock.
Visa Price Performance
Visa (NYSE:V – Get Free Report) last issued 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 business had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter in the prior year, the firm posted $2.76 earnings per share. The business’s quarterly revenue was up 17.1% compared to the same quarter last year. On average, sell-side analysts forecast that Visa Inc. will post 13.08 EPS for the current year.
Visa announced that its board has approved a share repurchase 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 usually 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. Investors of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 23.34%.
Wall Street Analyst Weigh In
A number of equities research analysts have recently weighed in on the stock. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a research report on Monday, February 2nd. Loop Capital initiated coverage on Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target for the company. Piper Sandler set a $160.00 price objective on Visa in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $387.67.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced a new partnership with Zilch and Thredd in the U.K. to roll out Visa Flexible Credential, expanding its network’s role in enabling more flexible ways for consumers to pay. Visa Flexible Credential Brings More Flexible Ways to Pay to Zilch Cardholders in the UK
- Positive Sentiment: Visa also unveiled “Tap to Confirm” and “Tap to Activate” with Keyno and Fidelity Bank (Bahamas), showing continued product innovation around identity verification and secure card use. Your Card, Your Security. Tap: A Safer Way to Verify Identity
- Positive Sentiment: Longer-term, a new Romania cards and payments report highlighted growth in digital wallets, ecommerce, and instant payments such as RoPay, all of which support Visa’s transaction network and adoption opportunities. Romania Cards and Payments Market Report 2026
- Neutral Sentiment: Separately, an article arguing Visa and Mastercard remain dominant payments stocks adds to the broader bullish case, but it does not introduce a new company-specific catalyst. Visa vs. Mastercard: Better Payments Stock?
- Neutral Sentiment: Coverage of Visa’s AI-commerce testing and concert-payment partnerships underscores ongoing innovation, though the market impact is likely limited unless these pilots translate into usage growth. Visa Tests AI Commerce And Concert Payments As Shares Trade Below Targets
Visa 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.
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