Visa Inc. $V Shares Purchased by Violich Capital Management Inc.

Violich Capital Management Inc. boosted its position in shares of Visa Inc. (NYSE:V) by 1.2% in the fourth quarter, Holdings Channel reports. The firm owned 143,357 shares of the credit-card processor’s stock after purchasing an additional 1,674 shares during the period. Visa accounts for 5.6% of Violich Capital Management Inc.’s investment portfolio, making the stock its 5th biggest holding. Violich Capital Management Inc.’s holdings in Visa were worth $50,277,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Visa by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares during the period. Capital World Investors grew its holdings in Visa by 0.8% during the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the period. Ameriprise Financial Inc. grew its holdings in Visa by 4.2% during the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after purchasing an additional 530,995 shares during the period. Legal & General Group Plc grew its holdings in Visa by 3.3% during the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock valued at $4,253,224,000 after purchasing an additional 399,845 shares during the period. Finally, Invesco Ltd. grew its holdings in Visa by 12.2% during the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after purchasing an additional 1,298,435 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on V shares. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Piper Sandler set a $160.00 price target on shares of Visa in a report on Wednesday, January 28th. Bank of America started coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target for the company. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. 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. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $387.25.

Visa Stock Performance

Shares of V opened at $321.58 on Friday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The firm has a fifty day simple moving average of $310.67 and a 200 day simple moving average of $326.72. The stock has a market capitalization of $583.72 billion, a price-to-earnings ratio of 28.01, a PEG ratio of 1.71 and a beta of 0.78. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter in the prior year, the company posted $2.76 earnings per share. The firm’s revenue was up 17.1% on a year-over-year basis. Research analysts forecast that Visa Inc. will post 13.06 EPS for the current fiscal year.

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 issued a dividend of $0.67 per share. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is presently 23.34%.

Visa announced that its Board of Directors has approved a share repurchase plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research issued a series of estimate revisions that are net-positive: multiple quarter and full-year EPS lifts (FY2026–FY2028 upgrades and several quarterly raises) that imply stronger forward earnings momentum for Visa. (No single article link available)
• Positive Sentiment: Visa is piloting stablecoin settlement with Wealthsimple in Canada and expanding its Visa Destinations travel perks program — moves that could deepen engagement, create new settlement revenue streams and position Visa on digital dollar rails. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnered with RemitBee to integrate Visa Direct for real‑time cross‑border payouts across ~190 countries/150 currencies — a practical expansion of Visa’s push into faster cross‑border flows and remittances, which can boost volume and fee revenue. Visa Canada and RemitBee Team to Simplify Cross-Border Payments
• Positive Sentiment: Partnerships enabling Visa A2A (account‑to‑account) recurring payments are expanding (HES FinTech/Acquired.com), supporting product diversification beyond card‑swipe fees. HES FinTech Expands Partnership with Acquired.com to Deliver Next-Generation Recurring Payments via Visa A2A
• Neutral Sentiment: Broader payments sector strength: fintechs like Chime reported resilience in consumer spending, which supports transaction volumes industry‑wide and helped Visa’s recent quarterly performance. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Commentary on agentic commerce warns disputes/consent architectures aren’t ready for transactions initiated by autonomous agents — a longer‑term operational/dispute risk area for processors and networks if not addressed. The infrastructure gap in agentic commerce: payments are ready, disputes are not
• Negative Sentiment: UK competition regulators opened an investigation into PayPal, Visa and Mastercard over possible anti‑competitive conduct tied to PayPal’s wallet funding/use — a regulatory risk that could lead to enforcement, remedies or changes to business practices in key markets. PayPal, Visa and Mastercard Face UK Competition Investigation

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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 owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This 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 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.