6,988 Shares in Visa Inc. $V Acquired by Ebert Capital Management Inc.

Key Points

• Ebert Capital Management opened a new position in Visa, buying 6,988 shares valued at about $2.25 million, making Visa its 11th-largest holding and about 2.1% of its portfolio.
• Visa reported strong quarterly results, with EPS of $3.31 and revenue of $11.23 billion, both ahead of estimates, while revenue rose 17.1% year over year.
• The company also announced a quarterly dividend of $0.67 per share and a new $20 billion share repurchase program, signaling continued capital returns to shareholders.

Ebert Capital Management Inc. bought a new position in shares of Visa Inc. (NYSE:V - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,988 shares of the credit-card processor's stock, valued at approximately $2,249,000. Visa accounts for about 2.1% of Ebert Capital Management Inc.'s portfolio, making the stock its 11th largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of V. Brighton Jones LLC increased its holdings in Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock worth $6,522,000 after acquiring an additional 6,883 shares during the period. Revolve Wealth Partners LLC increased its holdings in Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor's stock worth $3,733,000 after acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. increased its holdings in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor's stock worth $3,834,000 after acquiring an additional 477 shares during the period. Matrix Asset Advisors Inc. NY increased its holdings in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor's stock worth $402,000 after acquiring an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor's stock worth $6,521,000 after acquiring an additional 2,230 shares during the period. Institutional investors own 82.15% of the company's stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Analyst Ratings Changes

V has been the topic of a number of analyst reports. Bank of America assumed coverage on shares of Visa in a report on Thursday, March 5th. They set a "buy" rating and a $410.00 target price on the stock. Royal Bank Of Canada reissued an "outperform" rating and issued a $395.00 price target on shares of Visa in a report on Friday, January 30th. BMO Capital Markets assumed coverage on shares of Visa in a report on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 price target on the stock. Truist Financial decreased their price target on shares of Visa from $372.00 to $361.00 and set a "buy" rating on the stock in a report on Friday, April 24th. Finally, Daiwa Securities Group raised shares of Visa from a "neutral" rating to an "outperform" rating and set a $370.00 price target on the stock in a report on Monday, February 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Buy" and an average target price of $387.25.

Visa Trading Down 0.8%

Shares of V opened at $318.66 on Friday. The stock has a market capitalization of $578.43 billion, a P/E ratio of 27.76, a PEG ratio of 1.70 and a beta of 0.78. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a fifty day simple moving average of $310.67 and a two-hundred day simple moving average of $326.72. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51.

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion during the quarter, compared to analysts' expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm's revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.76 EPS. On average, research analysts anticipate that Visa Inc. will post 13.08 EPS for the current year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa's dividend payout ratio is presently 23.34%.

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

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company's stock, valued at $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company's stock, valued at $829,471.98. The trade was a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company's stock.

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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