AlphaQuest LLC Boosts Stock Holdings in Visa Inc. $V

Key Points

• AlphaQuest LLC increased its Visa stake by 154.4% in the fourth quarter, adding 3,057 shares to reach 5,037 shares valued at about $1.77 million.
• Institutional demand for Visa remains strong, with several large funds significantly boosting holdings and 82.15% of the stock now owned by institutional investors.
• Visa reported better-than-expected earnings and approved a $20 billion share repurchase program, while analysts continue to lean bullish with an average Buy rating and a $386.70 price target.

AlphaQuest LLC grew its position in shares of Visa Inc. (NYSE:V - Free Report) by 154.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,037 shares of the credit-card processor's stock after acquiring an additional 3,057 shares during the period. AlphaQuest LLC's holdings in Visa were worth $1,767,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings 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 worth $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. 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 worth $862,335,000 after buying an additional 1,872,362 shares in the last quarter. 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 worth $1,059,990,000 after buying an additional 1,658,954 shares in the last quarter. Danske Bank A S bought a new position in Visa in the third quarter worth about $565,684,000. Finally, Capital Research Global Investors raised its stake in Visa by 73.4% in 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 buying an additional 1,353,441 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred 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 owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,744 shares of company stock worth $14,356,010 over the last 90 days. 0.12% of the stock is currently owned by insiders.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto-linked card spending is surging, and analysts say Visa is capturing about 90% of crypto card transactions through partnerships with onchain-native companies, highlighting another growth channel for payment volume. Crypto card monthly transaction volume surges 230% from 2025
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Accounts Receivable Manager to make it easier for issuers and suppliers to scale virtual card programs, supporting growth in higher-margin B2B payments. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa’s new partnership with PingPong extends commercial card use for global business payouts in 170+ countries, reinforcing Visa’s push to capture more cross-border supplier payments. PingPong partners with Visa to launch Card to Account Payment Solution for global businesses
• Positive Sentiment: Highnote’s launch of AI-initiated payment capabilities built with Visa Intelligent Commerce suggests Visa is positioning itself early in agentic commerce and programmable payments. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Cantor Fitzgerald reiterated its Overweight rating and $400 price target after Visa’s earnings beat, which supports investor confidence but does not appear to be a fresh catalyst. Cantor Fitzgerald Reaffirms Overweight Rating on Visa (V) After Earnings Beat

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. UBS Group increased their price target on shares of Visa from $390.00 to $410.00 and gave the stock a "buy" rating in a research note on Wednesday, April 29th. Loop Capital assumed coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a "buy" rating and a $387.00 price target for the company. Piper Sandler set a $160.00 price target on shares of Visa in a research note on Wednesday, January 28th. Truist Financial set a $371.00 price target on shares of Visa and gave the stock a "buy" rating in a research note on Tuesday, May 12th. Finally, Citigroup decreased their price target on shares of Visa from $450.00 to $400.00 and set a "buy" rating for the company in a research note on Tuesday, April 14th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Buy" and an average target price of $386.70.

Visa Price Performance

Shares of NYSE V opened at $327.71 on Thursday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The company has a 50 day simple moving average of $313.98 and a two-hundred day simple moving average of $325.11. The company has a market capitalization of $587.83 billion, a price-to-earnings ratio of 28.55, a P/E/G ratio of 1.74 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.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts' consensus estimates 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 the consensus estimate of $10.75 billion. During the same quarter last year, the firm earned $2.76 earnings per share. The business's revenue for the quarter was up 17.1% on a year-over-year basis. Analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa announced that its board has approved a stock 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 purchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board believes its shares are undervalued.

Visa Dividend Announcement

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