Entropy Technologies LP Buys 3,929 Shares of Visa Inc. $V

Entropy Technologies LP raised its stake in shares of Visa Inc. (NYSE:V) by 10.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,089 shares of the credit-card processor’s stock after acquiring an additional 3,929 shares during the quarter. Visa makes up about 0.8% of Entropy Technologies LP’s portfolio, making the stock its 16th biggest position. Entropy Technologies LP’s holdings in Visa were worth $14,761,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of V. Clayton Financial Group LLC boosted its position in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares in the last quarter. PayPay Securities Corp boosted its position in shares of Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of Visa in the 4th quarter worth $26,000. Parvin Asset Management LLC boosted its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Visa in the 4th quarter worth $30,000. Institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on V shares. BMO Capital Markets started coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Loop Capital started coverage on Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective for the company. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Citigroup lowered their price objective on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Finally, Bank of America started coverage on Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Six analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $387.78.

Visa Stock Performance

Shares of V stock opened at $321.98 on Friday. The firm has a market capitalization of $577.55 billion, a price-to-earnings ratio of 28.05, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The business has a fifty day moving average of $318.69 and a 200 day moving average of $324.40. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $363.01.

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, topping analysts’ consensus estimates of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the business posted $2.76 EPS. As a group, research analysts expect that Visa Inc. will post 13.09 earnings per share for the current year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date was 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 23.34%.

Visa declared that its Board of Directors has initiated a share buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa unveiled a major partnership with OpenAI to embed its payment network into ChatGPT, allowing AI agents to shop and complete purchases with user permission. This positions Visa to stay central to the next phase of digital commerce and could open a new payment channel. Visa Partners with OpenAI to Power the Next Generation of AI Commerce
• Positive Sentiment: Visa also announced new AI, tokenization, and stablecoin settlement tools for programmable commerce, signaling that management is investing to defend its competitive moat and adapt to faster-moving payment rails. Visa Launches AI and Stablecoin Tools to Power Agentic Commerce
• Positive Sentiment: Several recent commentary pieces highlight Visa’s earnings growth, balance-sheet strength, and its expanding role in AI-driven commerce, which may be reinforcing investor confidence in the stock. Earnings Growth & Price Strength Make Visa (V) a Stock to Watch
• Neutral Sentiment: One report noted that Cuba’s central bank will suspend all Visa and Mastercard transactions after a processing partnership collapsed due to U.S. sanctions. The direct financial impact appears limited, but it is a reminder of Visa’s exposure to geopolitical and sanctions-related disruptions. Cuba’s Central Bank to Suspend all Visa (V) and Mastercard Transactions
• Negative Sentiment: Investor concern also surfaced around stablecoins, with Bill Gurley saying Visa and Mastercard are “heavily threatened” by them. That reinforces the market’s view that next-generation payment technologies could pressure long-term card network economics if adoption accelerates. Bill Gurley says Visa, and Mastercard are “heavily threatened” by stablecoins

Insiders Place Their Bets

In related news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents 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. 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.