Crestwood Advisors Group LLC Has $111.83 Million Position in Visa Inc. $V

Crestwood Advisors Group LLC decreased its position in shares of Visa Inc. (NYSE:V - Free Report) by 4.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 318,852 shares of the credit-card processor's stock after selling 16,002 shares during the quarter. Visa makes up 1.8% of Crestwood Advisors Group LLC's investment portfolio, making the stock its 8th largest position. Crestwood Advisors Group LLC's holdings in Visa were worth $111,825,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sonoma Allocations LLC purchased a new position in shares of Visa during the 3rd quarter valued at about $710,000. Invariant Investment Management purchased a new position in shares of Visa during the 4th quarter valued at about $969,000. Vanguard Group Inc. raised its holdings in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor's stock valued at $56,455,834,000 after buying an additional 1,054,343 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its holdings in shares of Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor's stock valued at $198,596,000 after buying an additional 14,581 shares in the last quarter. Finally, Federated Hermes Inc. raised its holdings in shares of Visa by 24.1% during the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor's stock valued at $281,045,000 after buying an additional 159,906 shares in the last quarter. Institutional investors own 82.15% of the company's stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on V. Piper Sandler set a $160.00 price objective on Visa in a report on Wednesday, January 28th. Macquarie Infrastructure reissued an "outperform" rating and set a $410.00 price objective on shares of Visa in a report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a report on Wednesday, January 28th. TD Cowen reissued a "buy" rating on shares of Visa in a report on Friday, January 30th. Finally, Oppenheimer reissued an "outperform" rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Six research 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 company's stock. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $387.25.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm's stock in a transaction that occurred on Wednesday, March 11th. The stock was 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. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm's stock in a transaction that occurred on 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 in the company, valued at approximately $5,161,284.36. The trade was 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. 0.12% of the stock is owned by company insiders.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and other analyst notes show net upward revisions to annual earnings (FY2026–FY2028) after Visa’s recent quarter, supporting a higher earnings trajectory and investor optimism. Visa's Q2 Beat Sparks Estimate Upgrades
• Positive Sentiment: Product/partnership initiatives expanding Visa’s addressable market: pilot of stablecoin settlement with Wealthsimple in Canada and broader rollout of Visa Destinations travel perks should deepen engagement and open new revenue channels. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnerships to speed cross‑border and real‑time transfers (RemitBee) and A2A/cVRP integrations with payments platforms expand transaction volume opportunities and product stickiness. Visa Canada and RemitBee to Power Instant, Secure Canadian Cross-Border Payments
• Positive Sentiment: Partnerships with fintechs (HES FinTech / Acquired.com) to deliver Visa A2A recurring payments signal product innovation that can capture more recurring flows. HES FinTech Expands Partnership with Acquired.com
• Neutral Sentiment: Sector strength: reports of resilient consumer spending and fintech profitability are supportive for payments volumes, benefiting networks like Visa, though these are macro/sector drivers rather than company‑specific catalysts. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Talent flow: a former Visa engineering leader joining a payments infrastructure startup is notable for the industry but has limited near‑term impact on Visa’s fundamentals. Tabski Expands Platform, Appoints Visa Veteran Ninad Narkhede
• Negative Sentiment: Regulatory risk: UK competition regulators opened a probe into PayPal, Visa and Mastercard over potential anti‑competitive conduct tied to PayPal’s digital wallet — this increases legal/regulatory uncertainty for interchange and wallet competition. Mastercard, Visa and PayPal Hit With UK Competition Probe
• Negative Sentiment: Operational/legal warning: analysis on the “infrastructure gap” for agentic commerce warns that dispute arbitration without built‑in consent/permission records could create complex, costly disputes for processors and merchants — a potential drag on margins and risk exposure over time. The infrastructure gap in agentic commerce: payments are ready, disputes are not

Visa Price Performance

V opened at $321.58 on Friday. The stock's 50 day simple moving average is $310.67 and its 200 day simple moving average is $326.72. 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 Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm has a market cap of $583.72 billion, a price-to-earnings ratio of 28.01, a PEG ratio of 1.71 and a beta of 0.78.

Visa (NYSE:V - Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period last year, the company earned $2.76 EPS. Visa's revenue for the quarter was up 17.1% compared to the same quarter last year. As a group, analysts predict that Visa Inc. will post 13.06 earnings per share for the current year.

Visa Announces Dividend

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

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.