FSA Advisors Inc. Acquires Shares of 23,249 Visa Inc. $V

Key Points

• FSA Advisors bought 23,249 shares of Visa valued at about $8,154,000 in Q4, making Visa roughly 1.4% of the firm's holdings and its 15th-largest position.
• Visa topped expectations for the quarter with $3.31 EPS (vs. $3.10 est.) and $11.23B revenue (up 17.1% YoY), while the board authorized a $20.0B buyback and declared a $0.67 quarterly dividend.
• Insider selling included CEO Ryan McInerney offloading 31,455 shares under a 10b5-1 plan (a 67.46% cut in his stake); company insiders now own about 0.12% of the stock.

FSA Advisors Inc. acquired a new stake in Visa Inc. (NYSE:V - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 23,249 shares of the credit-card processor's stock, valued at approximately $8,154,000. Visa makes up about 1.4% of FSA Advisors Inc.'s holdings, making the stock its 15th largest holding.

A number of other large investors have also recently made changes to their positions in the business. Patron Partners LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. MTM Investment Management LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. High Note Wealth LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. Beacon Capital Management LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. Finally, Chapman Financial Group LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Insider Transactions at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm'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 completion of the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm'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 sale, the chief executive officer owned 15,174 shares of the company's stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. 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. Company insiders own 0.12% of the company's stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style‑score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy‑side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run‑rate, which increases optionality for non‑bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll‑out — Visa is scaling its "Agentic Ready" program across APAC/LatAm to capture volume from AI agent‑initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto‑card volume accelerating — On‑chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near‑term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5‑1 plan), cutting his holdings substantially; even planned sales can spook investors and add short‑term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Visa Stock Performance

Shares of V stock opened at $328.43 on Monday. The firm has a 50-day moving average of $310.11 and a 200-day moving average of $327.15. The company has a market cap of $596.16 billion, a P/E ratio of 28.61, a P/E/G ratio of 1.82 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 Inc. has a one year low of $293.89 and a one year high of $375.51.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm's revenue for the quarter was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.76 earnings per share. Equities research analysts forecast that Visa Inc. will post 12.98 EPS for the current fiscal year.

Visa announced that its board has initiated a share repurchase program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback programs are usually a sign that the company's board believes its stock is undervalued.

Visa Announces Dividend

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

Analysts Set New Price Targets

V has been the topic of a number of recent research reports. TD Cowen reaffirmed a "buy" rating on shares of Visa in a research note on Friday, January 30th. Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They issued a "buy" rating and a $387.00 target price for the company. BMO Capital Markets started coverage on shares of Visa in a report on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 target price for the company. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. Finally, Raymond James Financial reiterated an "outperform" rating and issued a $389.00 target price on shares of Visa in a report on Wednesday. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Buy" and an average price target of $387.25.

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.

Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V - Free Report).

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.