Visa Inc. $V Shares Sold by Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. reduced its stake in Visa Inc. (NYSE:V) by 81.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,528 shares of the credit-card processor’s stock after selling 127,438 shares during the quarter. Harel Insurance Investments & Financial Services Ltd.’s holdings in Visa were worth $10,354,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Clayton Financial Group LLC grew its holdings in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after buying an additional 58 shares in the last quarter. Parvin Asset Management LLC grew its holdings in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares in the last quarter. PayPay Securities Corp grew its holdings in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in Visa in the 4th quarter valued at $26,000. Finally, Dorato Capital Management purchased a new stake in Visa in the 4th quarter valued at $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa Canada and Wealthsimple launched a pilot to settle obligations in USD Coin (USDC), extending Visa’s global stablecoin settlement program to Canada — this can speed settlement (seven-day cycles), improve treasury flexibility for partners, and demonstrates Visa’s leading position in institutional stablecoin rails. Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
• Positive Sentiment: Visa expanded its “Agentic Ready” program to Canada to help issuers and partners prepare for AI agent‑initiated commerce — this positions Visa to capture new payment flows as AI agents begin transacting on users’ behalf. Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
• Positive Sentiment: Visa announced a multi‑year partnership with EA SPORTS to build in‑game experiences and rewards — a strategic move to monetize gaming ecosystems and broaden non-card payment use cases. This diversifies revenue beyond traditional card interchange. Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
• Neutral Sentiment: Visa confirmed upcoming investor presentations: CFO Chris Suh at J.P. Morgan (May 19) and CEO Ryan McInerney at Bernstein (May 28). These events could provide additional operational detail and forward guidance but are scheduled items rather than surprises. Visa to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Visa is expanding consumer and travel-facing programs (e.g., Visa Destinations in Asia Pacific), which support brand engagement and cross‑sell but are incremental versus core payments volumes. Visa Destinations Launches in Asia Pacific
• Negative Sentiment: Recent disclosures show notable insider selling (multiple executives sold shares) and large institutional adjustments (e.g., UBS trimmed a very large position in recent quarters). Those flows can weigh on near‑term sentiment and add selling pressure even amid positive strategic news.

Insider Activity

In related news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated 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 owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is currently owned by corporate insiders.

Visa Stock Performance

Shares of Visa stock opened at $322.11 on Wednesday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The business’s fifty day simple moving average is $310.13 and its 200-day simple moving average is $326.98. The firm has a market cap of $584.68 billion, a PE ratio of 28.06, a price-to-earnings-growth ratio of 1.80 and a beta of 0.78. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the prior year, the company posted $2.76 EPS. The company’s quarterly revenue was up 17.1% on a year-over-year basis. Equities analysts forecast that Visa Inc. will post 13.01 earnings per share for the current year.

Visa declared that its board has initiated a stock buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages have issued reports on V. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Loop Capital began coverage on Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price for the company. Truist Financial dropped their target price on Visa from $372.00 to $361.00 and set a “buy” rating for the company in a report on Friday, April 24th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Finally, Citigroup decreased their price target on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $387.25.

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.