Corient Private Wealth LLC Has $692.78 Million Stock Holdings in Visa Inc. $V

Key Points

• Corient Private Wealth LLC increased its Visa stake by 10.4% in the fourth quarter, buying 186,566 more shares to bring its total to 1,972,726 shares valued at about $692.8 million.
• Visa’s latest quarterly results were strong, with EPS of $3.31 beating estimates and revenue of $11.23 billion topping forecasts, while revenue rose 17.1% year over year.
• The company continues to return capital to shareholders through a 0.8% dividend yield and a $20 billion share buyback program, and analysts overall still rate the stock a Buy.

Corient Private Wealth LLC lifted its position in Visa Inc. (NYSE:V - Free Report) by 10.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,972,726 shares of the credit-card processor's stock after purchasing an additional 186,566 shares during the quarter. Visa accounts for approximately 0.8% of Corient Private Wealth LLC's holdings, making the stock its 19th biggest holding. Corient Private Wealth LLC owned approximately 0.11% of Visa worth $692,779,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in V. Clayton Financial Group LLC boosted its position in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock valued at $25,000 after buying an additional 58 shares in the last quarter. PayPay Securities Corp increased its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock worth $26,000 after buying an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of Visa during the fourth quarter worth approximately $26,000. Parvin Asset Management LLC raised its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after acquiring an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new position in shares of Visa in the fourth quarter valued at approximately $30,000. Institutional investors and hedge funds own 82.15% of the company's stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is being seen as a wide-moat, stable portfolio stock for 2H 2026, reinforcing investor confidence in its durable business model and earnings stability. Buy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026
• Positive Sentiment: Visa was upgraded to Zacks Rank #2 (Buy) on improving earnings optimism, a bullish signal that can attract momentum and fundamental investors. Visa (V) Upgraded to Buy: Here's Why
• Positive Sentiment: Visa’s collaboration with Alchemy on AgentCard and Visa Intelligent Commerce expands its role in AI agent payments, potentially creating a new transaction channel over time. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Reports that Visa and Mastercard want to embrace stablecoins rather than fight them suggest the company is adapting to new payment rails instead of being disrupted by them. Visa and Mastercard Reportedly Want to Run Stablecoins, Not Fight Them. Here's What It Means for Investors.
• Neutral Sentiment: Visa executives discussed stablecoins and cross-border payments at Money20/20, underscoring strategic priorities but offering no immediate financial update. Money 2020 EU Visa's Tim Moncrieff on Stablecoins + Cross-Border Payments
• Neutral Sentiment: Additional coverage about AI agents using Visa-backed tokens and payment credentials supports the innovation narrative, but these developments are still early-stage and not yet material to near-term results. Visa and Mastercard Put Tokens in Charge of AI Commerce

Visa Trading Up 0.1%

Shares of NYSE V opened at $327.67 on Monday. The company's 50 day simple moving average is $321.23 and its 200 day simple moving average is $324.20. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $359.66. The firm has a market capitalization of $587.76 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.75 and a beta of 0.77. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.

Visa (NYSE:V - Get Free Report) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts' consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business's quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.76 EPS. On average, analysts predict that Visa Inc. will post 13.09 EPS for the current year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa's dividend payout ratio (DPR) is currently 23.34%.

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

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on V shares. Weiss Ratings cut Visa from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, April 16th. Oppenheimer reissued an "outperform" rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. UBS Group increased their target price on Visa from $390.00 to $410.00 and gave the stock a "buy" rating in a report on Wednesday, April 29th. Raymond James Financial reaffirmed an "outperform" rating and issued a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. Finally, Citigroup reduced their price target on shares of Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research report on Tuesday, April 14th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Visa currently has a consensus rating of "Buy" and an average price target of $387.78.

Insider Buying and Selling at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm's stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 value of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company's stock, valued at $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 company insiders.

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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