Envestnet Portfolio Solutions Inc. raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 151,513 shares of the credit-card processor’s stock after acquiring an additional 12,279 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Visa were worth $53,131,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in the business. Clayton Financial Group LLC boosted its holdings in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp boosted its stake in shares of Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new position in Visa during the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC lifted its holdings in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new stake in Visa in the 4th quarter worth approximately $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other Visa news, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 42,744 shares of company stock worth $14,356,010. Insiders own 0.12% of the company’s stock.
Visa Price Performance
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $10.75 billion. During the same period last year, the firm posted $2.76 earnings per share. The company’s revenue was up 17.1% compared to the same quarter last year. As a group, research analysts predict that Visa Inc. will post 13.09 EPS for the current fiscal year.
Visa declared that its Board of Directors has authorized a share repurchase plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.
Visa Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a $0.67 dividend. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 23.34%.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa continues to benefit from strong fundamentals after its latest quarter beat expectations on both earnings and revenue, reinforcing confidence in transaction growth and profitability. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
- Positive Sentiment: Visa launched a global FIFA World Cup 2026 campaign with Jason Sudeikis, helping keep the brand in front of consumers and merchants ahead of a major sporting event. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
- Neutral Sentiment: Revolut’s new Dogecoin debit card underscores continued demand for cards that work on Visa and Mastercard networks, but the news does not directly change Visa’s earnings outlook. Revolut Launches Dogecoin Debit Card Across UK and EU
- Neutral Sentiment: Articles about X Money and Ripple-linked banking partner Cross River Bank mention Visa debit infrastructure, but the connection appears indirect and is not a clear catalyst for Visa shares. Ripple’s Banking Partner, Cross River Bank, Emerges in Elon Musk’s X Money Stack
- Neutral Sentiment: Coverage noting Visa as a trending stock mainly reflects investor attention rather than a new fundamental development. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
Analysts Set New Price Targets
V has been the subject of several recent research reports. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Royal Bank Of Canada restated an “outperform” rating and set a $395.00 price target on shares of Visa in a research report on Friday, January 30th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price objective on shares of Visa in a report on Friday, January 30th. Piper Sandler set a $160.00 price objective on shares of Visa in a research report on Wednesday, January 28th. Finally, UBS Group increased their target price on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $387.67.
View Our Latest Report on Visa
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.
See Also
- Five stocks we like better than Visa
- Why Applied Optoelectronics Stock May Be Near a Turning Point
- From High-Yield to High-Growth: 3 Stocks Boosting Dividends
- Is Everspin Technologies the Next AI Edge Breakout?
- 5 Robotics Stocks to Watch as Physical AI Builds Momentum
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
