Benjamin Edwards Inc. Boosts Stake in Visa Inc. $V

Key Points

• Benjamin Edwards Inc. boosted its stake in Visa by 9.9%, buying an additional 10,502 shares to hold 116,951 shares valued at about $41.03 million, per its latest Form 13F filing.
• Visa beat Q expectations with $3.31 EPS vs. $3.10 consensus and revenue of $11.23 billion (+17.1% YoY), and its board authorized a $20 billion buyback (≈3.6% of shares) while declaring a $0.67 quarterly dividend.
• Insider activity: CEO Ryan McInerney sold 31,455 shares under a Rule 10b5‑1 plan (reducing his stake by ~67.5%), even as institutional investors own roughly 82.15% of the company.

Benjamin Edwards Inc. boosted its stake in shares of Visa Inc. (NYSE:V - Free Report) by 9.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 116,951 shares of the credit-card processor's stock after buying an additional 10,502 shares during the period. Benjamin Edwards Inc.'s holdings in Visa were worth $41,027,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the stock. Corient Private Wealth LLC lifted its holdings in shares of Visa by 110.4% during the 2nd 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 purchasing an additional 2,075,289 shares during the last quarter. Holocene Advisors LP grew its stake in Visa by 286.4% during the 3rd 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 during the last quarter. SG Americas Securities LLC grew its stake in Visa by 121.7% during the 4th 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 during the last quarter. Danske Bank A S purchased a new position in Visa during the 3rd quarter worth $565,684,000. Finally, Capital Research Global Investors grew its stake in Visa by 73.4% during the 3rd 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 during the last quarter. Hedge funds and other institutional investors own 82.15% of the company's stock.

Visa Stock Performance

NYSE V opened at $328.43 on Friday. The stock has a 50-day simple moving average of $310.11 and a two-hundred day simple moving average of $327.30. The firm has a market capitalization of $596.16 billion, a P/E ratio of 28.61, a PEG ratio of 1.82 and a beta of 0.78. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.11 and a current ratio of 1.09.

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

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

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. 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 (DPR) is presently 23.34%.

Insider Transactions at Visa

In related 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 completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.12% of the company's stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style‑score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy‑side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run‑rate, which increases optionality for non‑bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll‑out — Visa is scaling its "Agentic Ready" program across APAC/LatAm to capture volume from AI agent‑initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto‑card volume accelerating — On‑chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near‑term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5‑1 plan), cutting his holdings substantially; even planned sales can spook investors and add short‑term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Wall Street Analysts Forecast Growth

V has been the topic of several research analyst reports. Citigroup dropped their target price on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Rothschild & Co Redburn set a $385.00 target price on Visa in a research note on Wednesday, January 28th. Truist Financial dropped their target price on Visa from $372.00 to $361.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday, January 28th. Finally, Morgan Stanley restated an "overweight" rating and set a $415.00 target price on shares of Visa in a research note on Wednesday. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $387.25.

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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