Perryman Financial Advisory Inc. AD Takes Position in Visa Inc. $V

Key Points

• Perryman Financial Advisory Inc. AD initiated a new position in Visa during the fourth quarter, buying 44,458 shares valued at about $15.6 million. Visa is now the fund’s 9th largest holding and makes up roughly 2.3% of its portfolio.
• Institutional ownership remains very high, with 82.15% of Visa shares held by hedge funds and other institutions. Several large firms, including Vanguard, State Street, and Geode Capital, also increased their stakes in the quarter.
• Visa’s fundamentals and outlook remain solid: the company beat quarterly earnings and revenue estimates, announced a $20 billion share buyback, and continues to receive broadly positive analyst coverage with an average Buy rating.

Perryman Financial Advisory Inc. AD purchased a new stake in Visa Inc. (NYSE:V - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 44,458 shares of the credit-card processor's stock, valued at approximately $15,592,000. Visa accounts for about 2.3% of Perryman Financial Advisory Inc. AD's portfolio, making the stock its 9th largest position.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. 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 worth $56,455,834,000 after buying an additional 1,054,343 shares during the period. State Street Corp increased its stake in Visa by 0.8% during the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor's stock worth $29,038,140,000 after buying an additional 626,821 shares during the period. Geode Capital Management LLC increased its stake in Visa by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor's stock worth $15,411,395,000 after buying an additional 388,996 shares during the period. Capital World Investors increased its stake in Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor's stock worth $8,463,484,000 after buying an additional 193,288 shares during the period. Finally, Capital International Investors increased its stake in Visa by 1.1% during the 4th quarter. Capital International Investors now owns 21,516,371 shares of the credit-card processor's stock worth $7,547,169,000 after buying an additional 244,085 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

V has been the topic of several recent research reports. Freedom Capital raised shares of Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 16th. Evercore set a $350.00 target price on shares of Visa in a research note on Wednesday, April 29th. Weiss Ratings downgraded shares of Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, April 16th. Loop Capital initiated coverage on shares of Visa in a research note on Tuesday, March 31st. They set a "buy" rating and a $387.00 target price on the stock. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating and set a $450.00 target price on shares of Visa in a research note on Tuesday, June 2nd. Six investment 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's stock. Based on data from MarketBeat.com, Visa presently has an average rating of "Buy" and an average price target of $387.78.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a new partnership with Rockefeller Center, becoming a Proud Partner of the Top of the Rock observation deck. The deal adds another high-profile consumer brand association and supports Visa’s premium travel and entertainment positioning. ROCKEFELLER CENTER AND VISA ANNOUNCE PARTNERSHIP FOR TOP OF THE ROCK OBSERVATION DECK
• Positive Sentiment: Visa was highlighted as a likely beneficiary of AI-driven fan and commerce activity tied to the FIFA World Cup 2026, which could reinforce transaction volume and brand visibility during a major global event. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
• Positive Sentiment: Coverage around Visa Direct and healthcare payouts underscored a large opportunity for faster real-time payment rails, supporting the investment case for Visa’s digital and B2B payment products. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
• Neutral Sentiment: Visa released its 2026 Global Travel Intentions study showing travelers in Asia-Pacific prefer familiarity, practicality, and flexibility amid shifting global conditions. The report is useful for long-term demand insights, but it is not a direct financial catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
• Neutral Sentiment: Some commentary noted Visa is “holding steady” amid macro concerns and market volatility, suggesting investors are treating the stock as relatively defensive rather than reacting to company-specific weakness. Visa (V) Holds Steady Amid Macro Concerns
• Neutral Sentiment: A separate article discussed a limited-edition FIFA World Cup 2026 Visa gift card with Blackhawk Network, which reinforces Visa’s consumer brand but is unlikely to move the stock on its own. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story

Visa Trading Up 0.6%

NYSE V opened at $324.25 on Tuesday. 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 Inc. has a 52 week low of $293.89 and a 52 week high of $360.22. The stock has a market capitalization of $581.62 billion, a PE ratio of 28.24, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77. The firm has a 50 day moving average of $319.16 and a two-hundred day moving average of $324.30.

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 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 quarter in the previous year, the business posted $2.76 EPS. The firm's revenue was up 17.1% on a year-over-year basis. As a group, research analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Dividend Announcement

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

Visa announced that its Board of Directors has authorized a share buyback program 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 programs are often an indication that the company's board of directors believes its shares are undervalued.

Insider Buying and Selling at Visa

In other news, CFO Chris Suh sold 10,639 shares of the company's stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction 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 owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.12% of the company's stock.

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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