Adirondack Capital Advisors LLC Invests $1.10 Million in Visa Inc. $V

Key Points

• Adirondack Capital Advisors bought a new position in Visa of 3,125 shares valued at approximately $1.10 million, representing about 0.7% of the fund's portfolio and its 20th-largest holding.
• Visa beat quarterly estimates with EPS of $3.31 (vs. $3.10) and revenue of $11.23 billion (up 17.1% YoY), and its board authorized a $20.00 billion share repurchase program while declaring a $0.67 quarterly dividend.
• Insider sales included Director Lloyd Carney selling 650 shares and CEO Ryan McInerney selling 31,455 shares (about $10.7M), with the CEO transaction executed under a pre-arranged Rule 10b5-1 plan.

Adirondack Capital Advisors LLC bought a new position in shares of Visa Inc. (NYSE:V - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 3,125 shares of the credit-card processor's stock, valued at approximately $1,096,000. Visa accounts for 0.7% of Adirondack Capital Advisors LLC's investment portfolio, making the stock its 20th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of V. Sonoma Allocations LLC bought a new position in Visa during the third quarter valued at approximately $710,000. Invariant Investment Management bought a new stake in Visa in the 4th quarter worth approximately $969,000. Vanguard Group Inc. raised its stake in Visa by 0.7% during 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 buying an additional 1,054,343 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its stake in Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor's stock valued at $198,596,000 after buying an additional 14,581 shares during the last quarter. Finally, Federated Hermes Inc. boosted its position in Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor's stock worth $281,045,000 after purchasing an additional 159,906 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Buying and Selling at Visa

In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company's stock, valued at approximately $829,471.98. The trade was a 19.53% 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 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on V shares. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a report on Wednesday, January 28th. Daiwa Securities Group raised Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. Royal Bank Of Canada reissued an "outperform" rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. TD Cowen restated a "buy" rating on shares of Visa in a research report on Friday, January 30th. Finally, Loop Capital began 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. Six investment 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 company's stock. According to MarketBeat, Visa has a consensus rating of "Buy" and a consensus target price of $387.25.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a global, multi‑year partnership with Electronic Arts to build in‑game experiences and rewards with EA SPORTS — a move that extends Visa’s payments footprint into gaming and consumer engagement, potentially opening new transaction volume and marketing channels. Read More.
• Positive Sentiment: Visa is expanding its Agentic Ready AI‑commerce program across APAC and LATAM and added five blockchains to its stablecoin settlement pilot, broadening agent‑initiated commerce and multi‑chain settlement capabilities — strategic moves into next‑gen payment rails and AI‑driven transactions. Read More.
• Positive Sentiment: Visa launched Visa Destinations in Asia Pacific (Thailand first, Singapore to follow), expanding experience‑led travel offers that can drive cross‑border and premium spend by cardholders. This supports higher TPV potential in resilient travel markets. Read More.
• Positive Sentiment: Analyses and features (e.g., WSJ) note Visa’s consistent adaptation — turning AI and stablecoins from threats into opportunities — which reinforces confidence in Visa’s durable business model and margin profile. Read More.
• Neutral Sentiment: Consumer coverage lists Visa business cards among top offers — helpful for brand/consumer visibility but not a material near‑term earnings driver. Read More.
• Neutral Sentiment: Industry reporting on payment networks’ preparations for agentic commerce explains the technical progress but doesn’t change near‑term financials; it supports the strategic narrative around Visa’s AI efforts. Read More.
• Neutral Sentiment: Comparisons to peers (e.g., WEX vs. V) and weekly market wrap pieces place Visa in context for value investors but offer mixed buy/sell signals depending on valuation views. Read More.
• Negative Sentiment: Stablecoin startup Rain — which previously worked with Visa — is now partnering with Mastercard to issue cards for institutional customers, signaling competitive moves in the stablecoin‑card space that could pressure some prospective Visa relationships. Read More.

Visa Trading Down 0.5%

Shares of Visa stock opened at $326.46 on Tuesday. The company has a market capitalization of $592.57 billion, a P/E ratio of 28.44, a P/E/G ratio of 1.82 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The company has a fifty day moving average of $310.11 and a 200 day moving average of $327.15. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51.

Visa (NYSE:V - Get Free Report) last released its earnings results 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. The firm had revenue of $11.23 billion during the quarter, compared to analysts' expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm's revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the business posted $2.76 earnings per share. On average, sell-side analysts anticipate that Visa Inc. will post 12.98 earnings per share for the current fiscal year.

Visa declared that its Board of Directors has approved a share repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's leadership believes its stock is undervalued.

Visa Announces Dividend

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

Visa Company 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.

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