5,545 Shares in Visa Inc. $V Purchased by Northbridge Financial Group LLC

Key Points

• Northbridge Financial Group LLC opened a new position in Visa during the fourth quarter, buying 5,545 shares worth about $1.95 million. Visa now represents roughly 0.9% of Northbridge’s portfolio and is its 26th largest holding.
• Other institutional investors have also been adding to Visa, and institutions now own about 82.15% of the company. Recent filings showed large stake increases from firms including Corient Private Wealth, Holocene Advisors, and SG Americas Securities.
• Visa recently posted solid results and returned cash to shareholders, reporting Q4 EPS of $3.31 versus estimates of $3.10 and revenue growth of 17.1% year over year. The company also announced a 0.67 quarterly dividend and a $20 billion share buyback authorization.

Northbridge Financial Group LLC acquired a new stake in Visa Inc. (NYSE:V - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,545 shares of the credit-card processor's stock, valued at approximately $1,945,000. Visa accounts for approximately 0.9% of Northbridge Financial Group LLC's holdings, making the stock its 26th largest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of V. Corient Private Wealth LLC raised its stake in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor's stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the period. Holocene Advisors LP raised its stake in Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor's stock valued at $862,335,000 after buying an additional 1,872,362 shares during the period. SG Americas Securities LLC raised its stake in Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor's stock valued at $1,059,990,000 after buying an additional 1,658,954 shares during the period. Danske Bank A S bought a new position in shares of Visa during the third quarter worth approximately $565,684,000. Finally, Capital Research Global Investors increased its stake in shares of Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor's stock worth $1,091,528,000 after purchasing an additional 1,353,441 shares during the period. Institutional investors own 82.15% of the company's stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Trip.com Group announced a strategic collaboration to improve travel experiences in Asia Pacific, using Visa’s global payments network to support personalized offers and seamless transactions. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched its “Tap In” campaign for the FIFA World Cup 2026™, reinforcing its brand, contactless payments messaging, and support for small businesses and community programs in host countries. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Positive Sentiment: Several articles highlighted Visa as a blue-chip and long-term holding, citing its payments growth drivers and inclusion among stocks expected to benefit from AI and broader consumer spending trends. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Positive Sentiment: Visa’s conference presentation at J.P. Morgan’s technology/media/communications event keeps the company in the spotlight and may give investors more confidence in management’s growth strategy. Visa Inc. (V) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Commentary around agentic payments, competitor moves, and broader payments industry trends suggests the market is focused on how Visa will adapt to AI-driven commerce, but these items are mostly speculative for now. When AI shops for you: Visa and Mastercard bet on agentic payments
• Neutral Sentiment: Visa was also mentioned in market lists of trending and high-conviction blue-chip names, which supports visibility but does not materially change fundamentals on its own. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Some coverage focused on competition in digital payments and the possibility that new payment models from rivals could pressure Visa’s long-term network dominance, though no direct business setback was reported. TikTok expands financial ambitions through Brazil banking push and UK payments play

Analyst Ratings Changes

A number of brokerages have recently weighed in on V. Rothschild & Co Redburn set a $385.00 target price on Visa in a research note on Wednesday, January 28th. Bank of America began coverage on Visa in a research note on Thursday, March 5th. They set a "buy" rating and a $410.00 target price on the stock. Macquarie Infrastructure reiterated an "outperform" rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Morgan Stanley reiterated an "overweight" rating and set a $415.00 target price on shares of Visa in a research note on Wednesday, April 29th. Finally, Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday, January 28th. Six 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 stock. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and an average price target of $387.67.

Insider Buying and Selling at Visa

In other Visa 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 sale, the chief financial officer owned 9,872 shares of the company's stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lloyd Carney sold 650 shares of the firm's 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 directly owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

Visa stock opened at $329.93 on Wednesday. The stock's fifty day moving average price is $311.72 and its two-hundred day moving average price is $325.56. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. 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 firm has a market cap of $591.83 billion, a PE ratio of 28.74, a price-to-earnings-growth ratio of 1.78 and a beta of 0.78.

Visa (NYSE:V - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts' consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same quarter last year, the company earned $2.76 EPS. The company's revenue was up 17.1% on a year-over-year basis. As a group, research analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa's dividend payout ratio (DPR) is 23.34%.

Visa announced that its Board of Directors has authorized a share buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's board believes its stock is undervalued.

About Visa

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.

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