Bokf Na Trims Stock Position in Visa Inc. $V

Key Points

• Bokf Na trimmed its stake in Visa by 9.2% in Q4, selling 10,305 shares and holding 102,302 shares worth about $35.88 million per its latest SEC filing.
• Visa beat quarterly expectations (EPS $3.31 vs. $3.10; revenue $11.23B, +17.1% YoY) and its board authorized a $20.0 billion share repurchase program (≈3.6% of outstanding shares).
• CEO Ryan McInerney sold 31,455 shares for roughly $10.7 million under a Rule 10b5-1 plan; insiders now own 0.12% of the stock while institutional investors hold about 82.15%.

Bokf Na cut its stake in Visa Inc. (NYSE:V - Free Report) by 9.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 102,302 shares of the credit-card processor's stock after selling 10,305 shares during the period. Bokf Na's holdings in Visa were worth $35,878,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of V. Patron Partners LLC increased its stake in Visa by 0.6% in the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor's stock valued at $1,587,000 after purchasing an additional 30 shares during the period. MTM Investment Management LLC increased its stake in Visa by 0.9% in the third quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor's stock valued at $1,142,000 after purchasing an additional 30 shares during the period. High Note Wealth LLC increased its stake in Visa by 6.8% in the third quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor's stock valued at $162,000 after purchasing an additional 30 shares during the period. Beacon Capital Management LLC increased its stake in Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor's stock valued at $526,000 after purchasing an additional 30 shares during the period. Finally, Chapman Financial Group LLC increased its stake in Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor's stock valued at $1,096,000 after purchasing an additional 30 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Trading Down 1.5%

Shares of Visa stock opened at $322.11 on Wednesday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. 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 company's 50-day simple moving average is $310.13 and its 200-day simple moving average is $326.98. The firm has a market cap of $584.68 billion, a price-to-earnings ratio of 28.06, a price-to-earnings-growth ratio of 1.80 and a beta of 0.78.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the previous year, the business posted $2.76 earnings per share. The business's revenue was up 17.1% compared to the same quarter last year. As a group, equities research analysts anticipate that Visa Inc. will post 13.01 earnings per share for the current year.

Visa declared that its Board of Directors has authorized a stock repurchase program 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 repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are usually a sign that the company's management believes its stock is undervalued.

Visa Announces Dividend

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 paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa's payout ratio is 23.34%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa Canada and Wealthsimple launched a pilot to settle obligations in USD Coin (USDC), extending Visa’s global stablecoin settlement program to Canada — this can speed settlement (seven-day cycles), improve treasury flexibility for partners, and demonstrates Visa’s leading position in institutional stablecoin rails. Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
• Positive Sentiment: Visa expanded its "Agentic Ready" program to Canada to help issuers and partners prepare for AI agent‑initiated commerce — this positions Visa to capture new payment flows as AI agents begin transacting on users’ behalf. Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
• Positive Sentiment: Visa announced a multi‑year partnership with EA SPORTS to build in‑game experiences and rewards — a strategic move to monetize gaming ecosystems and broaden non-card payment use cases. This diversifies revenue beyond traditional card interchange. Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
• Neutral Sentiment: Visa confirmed upcoming investor presentations: CFO Chris Suh at J.P. Morgan (May 19) and CEO Ryan McInerney at Bernstein (May 28). These events could provide additional operational detail and forward guidance but are scheduled items rather than surprises. Visa to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Visa is expanding consumer and travel-facing programs (e.g., Visa Destinations in Asia Pacific), which support brand engagement and cross‑sell but are incremental versus core payments volumes. Visa Destinations Launches in Asia Pacific
• Negative Sentiment: Recent disclosures show notable insider selling (multiple executives sold shares) and large institutional adjustments (e.g., UBS trimmed a very large position in recent quarters). Those flows can weigh on near‑term sentiment and add selling pressure even amid positive strategic news.

Insider Transactions at Visa

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

Wall Street Analysts Forecast Growth

A number of research firms have commented on V. BMO Capital Markets began coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 price objective on the stock. Freedom Capital upgraded shares of Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 16th. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Raymond James Financial restated an "outperform" rating and issued a $389.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Finally, Bank of America began coverage on shares of Visa in a research note on Thursday, March 5th. They issued a "buy" rating and a $410.00 price objective on the stock. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Buy" and a consensus target price of $387.25.

Visa 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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