Brooklands Fund Management Ltd Makes New $646,000 Investment in Visa Inc. $V

Brooklands Fund Management Ltd purchased a new position in Visa Inc. (NYSE:V) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,006 shares of the credit-card processor’s stock, valued at approximately $646,000. Visa comprises approximately 0.1% of Brooklands Fund Management Ltd’s holdings, making the stock its 29th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Invariant Investment Management acquired a new position in shares of Visa in the 4th quarter valued at about $969,000. Vanguard Group Inc. lifted its stake in shares of Visa by 0.7% in the 4th 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 in the last quarter. Swiss Life Asset Management Ltd lifted its stake in shares of Visa by 4.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock valued at $180,088,000 after purchasing an additional 23,863 shares in the last quarter. Savvy Advisors Inc. lifted its stake in shares of Visa by 30.1% in the 4th quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock valued at $10,143,000 after purchasing an additional 6,688 shares in the last quarter. Finally, Ticino Wealth acquired a new position in shares of Visa in the 4th quarter valued at about $1,837,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred 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 sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by insiders.

Visa Stock Performance

Visa stock opened at $333.08 on Wednesday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. Visa Inc. has a one year low of $293.89 and a one year high of $359.66. The stock’s 50 day moving average price is $319.80 and its 200 day moving average price is $324.29. The firm has a market capitalization of $597.47 billion, a PE ratio of 29.01, a price-to-earnings-growth ratio of 1.73 and a beta of 0.77.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping 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 company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the business earned $2.76 EPS. Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. As a group, sell-side analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa announced that its Board of Directors has authorized a share buyback 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 purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s payout ratio is currently 23.34%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on V shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $415.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Loop Capital started coverage on Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective on the stock. Evercore set a $350.00 price objective on Visa in a research note on Wednesday, April 29th. Finally, Raymond James Financial reissued an “outperform” rating and set a $389.00 price target on shares of Visa in a research report on Wednesday, April 29th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $387.78.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst commentary says Visa’s growth across payments, AI commerce, stablecoins, and money movement supports stronger earnings momentum and more upside than PayPal. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Positive Sentiment: Visa is being highlighted as one of the stocks likely to benefit from AI changes around the FIFA World Cup 2026, reinforcing investor enthusiasm around its brand and payments ecosystem. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
• Positive Sentiment: Visa and Blackhawk Network launched a limited-edition FIFA World Cup 2026 gift card, tying the brand to a major global sporting event and potentially supporting transaction volume and consumer engagement. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
• Positive Sentiment: Visa Direct is being used in a research piece on faster healthcare payouts, underscoring ongoing demand for real-time payment rails and reinforcing Visa’s relevance in higher-growth payment flows. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
• Neutral Sentiment: Visa and Rockefeller Center announced a branding partnership for Top of the Rock, which is positive for visibility but unlikely to move fundamentals by itself. Rockefeller Center and Visa Announce Partnership for Top of the Rock Observation Deck
• Neutral Sentiment: Visa’s Global Travel Intentions report suggests travelers are still prioritizing familiarity and flexibility, which supports the company’s travel-linked payments business but is more of a trend update than a direct catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
• Neutral Sentiment: Several articles comparing Visa to Mastercard and PayPal are constructive, but they are mostly commentary rather than fresh company-specific news. Visa vs Mastercard: The Better Buy This Year

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.