V Square Quantitative Management LLC raised its holdings in Visa Inc. (NYSE:V – Free Report) by 4.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,051 shares of the credit-card processor’s stock after acquiring an additional 1,600 shares during the period. Visa makes up 1.1% of V Square Quantitative Management LLC’s investment portfolio, making the stock its 10th largest position. V Square Quantitative Management LLC’s holdings in Visa were worth $10,594,000 as of its most recent SEC filing.
A number of other large investors have also recently modified their holdings of V. Clayton Financial Group LLC lifted its position in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp increased its holdings 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 buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in shares of Visa during the 4th quarter valued at $26,000. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% during 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. Finally, Dorato Capital Management bought a new stake in shares of Visa during the 4th quarter worth $30,000. Institutional investors own 82.15% of the company’s stock.
Insider Activity
In other Visa news, CFO Chris Suh sold 10,639 shares of the business’s 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 completion of the sale, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 10,490 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total value of $3,608,455.10. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,219,704.26. This trade represents a 40.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 73,554 shares of company stock valued at $24,898,255 over the last 90 days. 0.12% of the stock is currently owned by company insiders.
Visa Price Performance
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $10.75 billion. During the same period in the prior year, the business posted $2.76 earnings per share. The company’s revenue was up 17.1% on a year-over-year basis. Research analysts anticipate that Visa Inc. will post 13.1 earnings per share for the current year.
Visa announced that its board has authorized a share buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.
Visa Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors 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 0.7%. Visa’s dividend payout ratio is currently 23.34%.
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa is expanding into AI-powered travel payments through a partnership with eDreams ODIGEO, allowing AI agents to initiate and complete purchases across major travel brands, which could create new transaction volume. eDO Taps Visa to Allow AI Agents to Purchase Travel
- Positive Sentiment: Visa launched its Threat Intelligence Platform to help banks detect cyber threats earlier and reduce fraud risk, reinforcing the strength of its network and security offering. Visa Lets Banks Access Its In-House Cybersecurity Capabilities
- Positive Sentiment: Visa continues to show momentum in agentic payments, with successful live transactions alongside partners such as BBVA, Worldline, ING, and Nuvei, suggesting early traction in AI-driven payment rails. Visa and BBVA Prove Today’s Rails Can Handle Agentic Payments
- Positive Sentiment: Analyst and market commentary remain constructive, with Visa cited as a top blue-chip name and Piper Sandler recently starting coverage with an Overweight rating and a $394 target. Visa Stock Surges 12.4% in a Month: Time to Buy, Hold or Sell?
- Positive Sentiment: Visa’s last reported quarter beat expectations, with EPS of $3.31 versus $3.10 expected and revenue up 17.1% year over year, supporting the stock’s premium valuation. Visa stock profile and earnings summary
- Neutral Sentiment: CEO Ryan McInerney sold shares under a pre-arranged 10b5-1 plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for CEO stock sale
Wall Street Analyst Weigh In
V has been the subject of several research reports. Citigroup cut their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Evercore set a $350.00 price target on Visa in a research report on Wednesday, April 29th. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Truist Financial set a $371.00 price objective on Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $389.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Seven research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $397.96.
Check Out Our Latest Analysis on Visa
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.
Featured Articles
- Five stocks we like better than Visa
- Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
- This Under-the-Radar Industrial Is Quietly Powering AI
- Why Microsoft Looks Like the Best Big Tech Trade for H2 2026
- Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
