Kimelman & Baird LLC Reduces Holdings in Visa Inc. $V

Kimelman & Baird LLC trimmed its position in shares of Visa Inc. (NYSE:V) by 1.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 106,186 shares of the credit-card processor’s stock after selling 2,053 shares during the quarter. Visa accounts for 2.9% of Kimelman & Baird LLC’s investment portfolio, making the stock its 15th largest holding. Kimelman & Baird LLC’s holdings in Visa were worth $37,240,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Clayton Financial Group LLC boosted its stake in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after buying an additional 58 shares during the period. PayPay Securities Corp boosted its stake in Visa by 102.7% during 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 period. Cresta Advisors Ltd. purchased a new position in Visa during the fourth quarter worth $26,000. Parvin Asset Management LLC boosted its stake in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new position in Visa during the fourth quarter worth $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lloyd Carney sold 650 shares of the company’s 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 completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,744 shares of company stock valued at $14,356,010 over the last three months. 0.12% of the stock is owned by company insiders.

Trending Headlines about Visa

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

Several research firms have commented on V. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Loop Capital started coverage on shares of Visa in a research note on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price for the company. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. BMO Capital Markets started coverage on shares of Visa in a research note on Tuesday, April 21st. They set an “outperform” rating and a $365.00 target price for the company. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 target price on shares of Visa in a research note on Friday, January 30th. Six equities research 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. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $387.67.

Visa Stock Up 2.3%

Shares of V opened at $333.14 on Tuesday. The firm has a market capitalization of $597.57 billion, a P/E ratio of 29.02, a P/E/G ratio of 1.74 and a beta of 0.78. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a fifty day moving average price of $311.47 and a 200-day moving average price of $325.64.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the firm earned $2.76 earnings per share. Equities research analysts expect that Visa Inc. will post 13.09 earnings per share for the current year.

Visa announced that its board has authorized a share buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

Visa Dividend Announcement

The firm also recently disclosed 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 is 23.34%.

Visa Company 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.