Houlihan Financial Resource Group Ltd. Acquires 5,907 Shares of Visa Inc. $V

Key Points

• Houlihan Financial Resource Group Ltd. increased its Visa stake by 113% in the fourth quarter, buying 5,907 additional shares and bringing its total holdings to 11,134 shares worth about $3.77 million.
• Visa reported strong quarterly results, with earnings of $3.31 per share and revenue of $11.23 billion, both beating analyst estimates. Revenue rose 17.1% year over year.
• The company also announced a quarterly dividend of $0.67 per share and authorized a $20 billion share buyback program, while analysts continue to rate the stock favorably with a consensus “Buy” and a $386.70 price target.

Houlihan Financial Resource Group Ltd. boosted its position in Visa Inc. (NYSE:V - Free Report) by 113.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,134 shares of the credit-card processor's stock after buying an additional 5,907 shares during the quarter. Visa makes up about 1.4% of Houlihan Financial Resource Group Ltd.'s portfolio, making the stock its 22nd biggest position. Houlihan Financial Resource Group Ltd.'s holdings in Visa were worth $3,765,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of V. Brighton Jones LLC raised its position in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock valued at $6,522,000 after buying an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Visa by 68.9% in 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 during the last quarter. Nicholas Hoffman & Company LLC. raised its position in Visa by 4.6% in 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 during the last quarter. Matrix Asset Advisors Inc. NY raised its position in Visa by 16.9% in 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 during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Visa by 13.8% in 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 during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Stock Down 0.9%

NYSE:V opened at $324.77 on Friday. The firm has a market capitalization of $582.56 billion, a price-to-earnings ratio of 28.29, a price-to-earnings-growth ratio of 1.75 and a beta of 0.78. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The stock's 50 day moving average price is $314.30 and its two-hundred day moving average price is $325.03. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

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 for the quarter, topping the consensus estimate of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business's quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.76 EPS. Equities research analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently announced 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. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa's payout ratio is presently 23.34%.

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

Analyst Upgrades and Downgrades

V has been the topic of several recent analyst reports. Loop Capital initiated coverage on Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price target on the stock. Truist Financial set a $371.00 price target on Visa and gave the stock a "buy" rating in a research report on Tuesday, May 12th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $400.00 price target on shares of Visa in a research report on Wednesday, April 29th. Macquarie Infrastructure reaffirmed an "outperform" rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Finally, Bank of America initiated coverage on Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price target on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus target price of $386.70.

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 transaction 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $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. In the last three months, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is owned by insiders.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its commercial payments footprint through a new integration with PingPong, which lets businesses pay suppliers with commercial cards even when merchants do not accept cards, supporting B2B payment growth. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Visa Accounts Receivable Manager to make virtual card adoption easier for issuers and suppliers, which could lift commercial payment volumes. Visa Expands Commercial Solutions Hub with Integration of Visa Accounts Receivable Manager
• Positive Sentiment: Visa invested in AI coding platform Replit and is exploring embedded payment tools for developers and AI agents, signaling an early push into agentic commerce and new payment use cases. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Highnote launched agentic commerce capabilities built with Visa Intelligent Commerce, highlighting growing third-party adoption of Visa’s AI payment infrastructure. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Finix announced access to Visa’s Cybersource gateway, which extends Visa’s ecosystem and could support merchant processing volume, but is not a direct near-term earnings driver. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Neutral Sentiment: Several articles continue to frame Visa as a long-term “tollbooth” on global spending, and analysts remain constructive after the recent earnings beat, but these pieces mostly reinforce the existing bullish thesis rather than changing it. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: The main downside pressure appears to be simple post-earnings weakness and profit-taking, as investors reassess Visa after its strong quarterly report rather than reacting to a major business setback. Can Visa's New PingPong Deal Unlock B2B Payment Growth?

Visa 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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