Inspire Trust Co. N.A. Increases Stock Position in Visa Inc. $V

Key Points

• Inspire Trust Co. N.A. more than doubled its Visa stake in the fourth quarter, increasing its position by 104% to 26,520 shares worth about $9.3 million.
• Several other institutions also boosted or initiated positions in Visa, and overall 82.15% of the stock is owned by hedge funds and other institutional investors.
• Visa reported strong quarterly results, beating expectations with $3.31 EPS and $11.23 billion in revenue, while also authorizing a $20 billion share buyback and maintaining a quarterly dividend of $0.67 per share.

Inspire Trust Co. N.A. increased its position in Visa Inc. (NYSE:V - Free Report) by 104.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,520 shares of the credit-card processor's stock after purchasing an additional 13,520 shares during the quarter. Visa accounts for 1.5% of Inspire Trust Co. N.A.'s portfolio, making the stock its 15th largest position. Inspire Trust Co. N.A.'s holdings in Visa were worth $9,301,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Invariant Investment Management acquired a new position in Visa during the 4th quarter valued at about $969,000. Vanguard Group Inc. increased its stake in 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 during the period. Federated Hermes Inc. grew its stake in shares of Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor's stock worth $281,045,000 after purchasing an additional 159,906 shares during the last quarter. Mawer Investment Management Ltd. grew its stake in shares of Visa by 11.3% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor's stock worth $803,187,000 after purchasing an additional 238,872 shares during the last quarter. Finally, Swiss Life Asset Management Ltd grew its stake in shares of Visa by 4.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor's stock worth $180,088,000 after purchasing an additional 23,863 shares during the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the firm's stock in a transaction dated Wednesday, April 29th. The shares were 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 $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the firm's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares of the company's stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 42,744 shares of company stock worth $14,356,010 over the last ninety days. 0.12% of the stock is currently owned by company insiders.

Trending Headlines about 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?

Wall Street Analyst Weigh In

V has been the topic of several recent research reports. Weiss Ratings cut shares of Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, April 16th. Truist Financial set a $371.00 price objective on shares of Visa and gave the stock a "buy" rating in a research note on Tuesday, May 12th. Bank of America initiated coverage on shares of Visa in a research note on Thursday, March 5th. They issued a "buy" rating and a $410.00 price objective on the stock. Evercore set a $350.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Finally, Citigroup lowered their price objective on shares of Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Visa has a consensus rating of "Buy" and an average price target of $386.70.

Visa Stock Performance

Shares of V opened at $324.77 on Friday. The firm's 50 day moving average is $314.30 and its 200-day moving average is $325.03. The stock has a market capitalization of $582.56 billion, a P/E ratio of 28.29, a P/E/G ratio of 1.75 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 12-month low of $293.89 and a 12-month 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, topping the consensus estimate of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to analysts' expectations of $10.75 billion. During the same period last year, the company posted $2.76 earnings per share. The business's revenue for the quarter was up 17.1% on a year-over-year basis. Equities research analysts anticipate that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa declared that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company's board of directors believes its stock is undervalued.

Visa Dividend Announcement

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

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.

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