Envestnet Portfolio Solutions Inc. Raises Holdings in Visa Inc. $V

Key Points

• Envestnet Portfolio Solutions increased its Visa stake by 8.8% in the fourth quarter, buying 12,279 more shares and ending with 151,513 shares valued at about $53.1 million.
• Visa’s latest quarter beat expectations, reporting EPS of $3.31 versus $3.10 expected and revenue of $11.23 billion versus $10.75 billion expected, with revenue up 17.1% year over year.
• The company also announced a $20 billion share buyback and a quarterly dividend of $0.67 per share, reflecting ongoing capital returns to shareholders.

Envestnet Portfolio Solutions Inc. increased its position in shares of Visa Inc. (NYSE:V - Free Report) by 8.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 151,513 shares of the credit-card processor's stock after buying an additional 12,279 shares during the period. Envestnet Portfolio Solutions Inc.'s holdings in Visa were worth $53,131,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Patron Partners LLC raised its holdings in shares of 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 purchasing an additional 30 shares in the last quarter. MTM Investment Management LLC boosted its stake in shares of Visa by 0.9% during 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 in the last quarter. High Note Wealth LLC boosted its stake in shares of Visa by 6.8% during 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 in the last quarter. Beacon Capital Management LLC increased its holdings in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor's stock valued at $526,000 after buying an additional 30 shares during the period. Finally, Chapman Financial Group LLC raised 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 worth $1,096,000 after buying an additional 30 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Stock Up 2.3%

Shares of V stock opened at $333.14 on Tuesday. The stock's fifty day moving average price is $311.47 and its 200 day moving average price is $325.64. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a market cap of $597.57 billion, a price-to-earnings ratio of 29.02, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. 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 quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts' consensus estimates of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to analysts' expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm's revenue was up 17.1% compared to the same quarter last year. During the same period last year, the business posted $2.76 earnings per share. On average, research analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

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

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa continues to benefit from strong fundamentals after its latest quarter beat expectations on both earnings and revenue, reinforcing confidence in transaction growth and profitability. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
• Positive Sentiment: Visa launched a global FIFA World Cup 2026 campaign with Jason Sudeikis, helping keep the brand in front of consumers and merchants ahead of a major sporting event. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Neutral Sentiment: Revolut’s new Dogecoin debit card underscores continued demand for cards that work on Visa and Mastercard networks, but the news does not directly change Visa’s earnings outlook. Revolut Launches Dogecoin Debit Card Across UK and EU
• Neutral Sentiment: Articles about X Money and Ripple-linked banking partner Cross River Bank mention Visa debit infrastructure, but the connection appears indirect and is not a clear catalyst for Visa shares. Ripple’s Banking Partner, Cross River Bank, Emerges in Elon Musk’s X Money Stack
• Neutral Sentiment: Coverage noting Visa as a trending stock mainly reflects investor attention rather than a new fundamental development. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It

Analyst Upgrades and Downgrades

A number of analysts have weighed in on V shares. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a research note on Wednesday, January 28th. Bank of America assumed coverage on Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price objective on the stock. BMO Capital Markets assumed coverage on Visa in a research note on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 target price on the stock. Finally, Citigroup decreased their price target on shares of Visa from $450.00 to $400.00 and set a "buy" rating for the company in a research report on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $387.67.

Insider Buying and Selling

In related news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business'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 transaction of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,744 shares of company stock worth $14,356,010 in the last three months. Corporate insiders own 0.12% of the company's stock.

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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