Arlington Trust Co LLC Has $1.29 Million Stake in Visa Inc. $V

Key Points

• Arlington Trust Co LLC cut its Visa stake by 67.1% in Q4, selling 7,516 shares and now holding 3,688 shares valued at approximately $1.29 million.
• Visa beat Q2 estimates (EPS $3.31 vs $3.10; revenue $11.23B, +17.1% YoY), reported strong margins and ROE, and its board authorized a $20.0 billion share buyback while declaring a $0.67 quarterly dividend.
• Analysts are largely positive with a consensus "Buy" rating and an average price target of $387.25, institutional investors own about 82.15% of the stock, and there has been recent insider selling activity.

Arlington Trust Co LLC decreased its stake in shares of Visa Inc. (NYSE:V - Free Report) by 67.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,688 shares of the credit-card processor's stock after selling 7,516 shares during the quarter. Arlington Trust Co LLC's holdings in Visa were worth $1,293,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Patron Partners LLC raised its stake in Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor's stock valued at $1,587,000 after acquiring an additional 30 shares during the period. MTM Investment Management LLC raised its stake in Visa by 0.9% in the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor's stock valued at $1,142,000 after acquiring an additional 30 shares during the period. High Note Wealth LLC raised its stake in Visa by 6.8% in the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor's stock valued at $162,000 after acquiring an additional 30 shares during the period. Beacon Capital Management LLC raised its stake in Visa by 2.0% in the 3rd quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor's stock valued at $526,000 after acquiring an additional 30 shares during the period. Finally, Chapman Financial Group LLC raised its stake in Visa by 0.9% in the 3rd quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor's stock valued at $1,096,000 after acquiring an additional 30 shares during the period. Institutional investors and hedge funds own 82.15% of the company's stock.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the business's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director 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 Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.12% of the company's stock.

Visa Stock Performance

Visa stock opened at $334.49 on Thursday. The firm's 50 day simple moving average is $309.87 and its 200 day simple moving average is $327.38. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $607.15 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 1.78 and a beta of 0.80. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51.

Visa (NYSE:V - Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts' consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.74 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. Visa's revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.76 EPS. As a group, analysts expect that Visa Inc. will post 12.84 earnings per share for the current fiscal year.

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

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued 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 of this dividend is Tuesday, May 12th. Visa's dividend payout ratio is 25.14%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Freedom Capital upgraded Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 16th. UBS Group boosted their price objective on Visa from $390.00 to $410.00 and gave the company a "buy" rating in a research note on Wednesday. TD Cowen reiterated a "buy" rating on shares of Visa in a research report on Friday, January 30th. BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They set an "outperform" rating and a $365.00 price target on the stock. Finally, Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They issued a "buy" rating and a $387.00 price target on the stock. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $387.25.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beat, revenue growth, and upgraded outlook — Visa reported fiscal Q2 EPS and revenue above Street forecasts, posted ~17% YoY revenue growth and raised its FY26 growth outlook, which underpins stronger near-term fundamentals. Business Wire: Q2 Results
• Positive Sentiment: $20B share buyback + dividend — The board authorized a new $20 billion multi-year repurchase program and declared a quarterly dividend, boosting EPS potential and returning capital to shareholders. QuiverQuant: Buyback & Capital Returns
• Positive Sentiment: Analyst bullishness — UBS raised its price target to $410 with a Buy and Cantor Fitzgerald reaffirmed overweight with a $400 target, providing fresh analyst support and upside relative to the current share level. Benzinga: Analyst Notes
• Positive Sentiment: Product/tech traction — Visa expanded its Agentic Ready program to Latin America and Asia (AI-driven, agentic payments) and broadened its stablecoin settlement pilot to Polygon, Base and others; stablecoin settlement run-rate is now ~$7B annualized, signaling long-term optionality beyond core rails. PYMNTS: Agentic Ready Expansion Cointelegraph: Stablecoin Pilot
• Neutral Sentiment: AI narrative support — Coverage highlights that Visa could benefit as AI agents transact with cards, boosting investor sentiment on future payments volume (largely thematic, long horizon). Yahoo Finance: AI Agents Story
• Neutral Sentiment: Peer/analyst context — Some analysts note Mastercard may catch similar momentum; these cross-company takes help frame sector moves but are secondary to Visa’s own results. Benzinga: Peer Commentary
• Neutral Sentiment: Institutional/ownership notes — Coverage on large fund positions and notable holders (e.g., Lone Pine interest) provides context on potential flows but doesn’t immediately change fundamentals. InsiderMonkey: Institutional Interest
• Negative Sentiment: Legal/settlement risk — Retailer objections to a proposed ~ $200B swipe-fee settlement with merchants remain a headline risk; an adverse resolution or expensive settlement could pressure margins or lead to longer regulatory scrutiny. PYMNTS: Settlement Objections
• Negative Sentiment: Insider selling — Recent disclosures show net insider sales activity, which some investors watch as a mild negative signal on near-term insider conviction. QuiverQuant: Insider Activity

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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