First Manhattan CO. LLC. Acquires 11,447 Shares of Visa Inc. $V

Key Points

• First Manhattan CO. LLC increased its Visa stake by 11,447 shares in the fourth quarter, bringing its total holdings to 1,299,451 shares worth about $455.7 million. Visa remains one of the firm’s largest positions, making up roughly 1.2% of its portfolio.
• Visa reported strong quarterly results, posting EPS of $3.31 versus estimates of $3.10 and revenue of $11.23 billion versus expectations of $10.75 billion. Revenue rose 17.1% year over year, and analysts now expect full-year EPS of 13.09.
• The company’s board approved a $20 billion share buyback plan and maintained a quarterly dividend of $0.67 per share, equal to an annualized yield of about 0.8%. Meanwhile, analysts remain broadly positive, with an average rating of “Buy” and an average price target of $387.78.

First Manhattan CO. LLC. increased its holdings in Visa Inc. (NYSE:V - Free Report) by 0.9% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 1,299,451 shares of the credit-card processor's stock after buying an additional 11,447 shares during the quarter. Visa comprises approximately 1.2% of First Manhattan CO. LLC.'s portfolio, making the stock its 16th biggest position. First Manhattan CO. LLC. owned about 0.07% of Visa worth $455,730,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of V. Brighton Jones LLC boosted its position in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock worth $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor's stock valued at $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted its position in shares of Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor's stock valued at $3,834,000 after buying an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY lifted its position in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor's stock valued at $402,000 after buying an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor's stock valued at $6,521,000 after buying an additional 2,230 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Stock Down 0.8%

NYSE V opened at $330.42 on Thursday. The stock's 50 day moving average is $320.34 and its 200 day moving average is $324.26. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $359.66. The stock has a market cap of $592.69 billion, a PE ratio of 28.78, a P/E/G ratio of 1.78 and a beta of 0.77.

Visa (NYSE:V - Get Free Report) last posted its quarterly 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. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to analysts' expectations of $10.75 billion. During the same period in the previous year, the firm earned $2.76 EPS. The firm's revenue was up 17.1% compared to the same quarter last year. Research analysts predict that Visa Inc. will post 13.09 EPS for the current fiscal year.

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

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were issued a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa's payout ratio is currently 23.34%.

Insider Buying and Selling

In related news, CFO Chris Suh sold 10,639 shares of the business's stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares of the company's stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through 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 value of $10,699,103.70. Following the completion of the transaction, 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 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 currently owned by insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is deepening its push into AI-driven commerce after reports that it and OpenAI are integrating secure Visa payments directly into ChatGPT, while other coverage says Visa and Mastercard are using tokenization to authorize AI agents for purchases. This could position Visa at the center of “agentic commerce” and create a new payment rail for future transaction volume. Visa and OpenAI integrate Visa's secure global payment directly into ChatGPT
• Positive Sentiment: Visa announced a partnership with Mintoak to help acquirers in Asia-Pacific offer merchant SaaS tools beyond basic payment acceptance. Investors may view this as a way to strengthen merchant relationships, increase stickiness, and expand Visa’s services revenue opportunity. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Positive Sentiment: Revolut enrolled millions of European Visa cardholders into Visa Click to Pay, expanding adoption of Visa’s checkout technology. That supports Visa’s efforts to make digital payments faster and more convenient, which could help future transaction growth. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Several articles highlighted Visa as an attractive blue-chip and payments stock, with commentary pointing to strong margins, growth, and bullish analyst price targets. This kind of favorable sentiment can support the stock. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
• Neutral Sentiment: Other pieces compared Visa with peers like Flywire, PayPal, and Mastercard, but these were largely valuation and competition discussions rather than direct company-specific catalysts. Flywire vs. Visa: Which Financial Payments Stock Is a Better Buy in 2026?
• Neutral Sentiment: Commentary on technical breakouts and valuation noted that Visa may be stabilizing after consolidation, while insider selling was also mentioned. These points may affect sentiment, but they are not a clear fundamental catalyst on their own. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Analysts Set New Price Targets

V has been the topic of a number of analyst reports. BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They set an "outperform" rating and a $365.00 price objective on the stock. Weiss Ratings cut Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, April 16th. Raymond James Financial reaffirmed an "outperform" rating and set a $389.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Loop Capital initiated coverage on Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price objective on the stock. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $400.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $387.78.

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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