Quent Long Short Global Small Cap Fund LP Makes New $2.98 Million Investment in Visa Inc. $V

Key Points

• Quent Long Short Global Small Cap Fund LP opened a new position in Visa (NYSE:V) in Q4, purchasing 8,510 shares valued at approximately $2.98 million.
• Visa beat quarterly expectations (EPS $3.31 vs. $3.10; revenue $11.23B, up 17.1%) and its board authorized a $20 billion share buyback while declaring a $0.67 quarterly dividend, underscoring strong cash flow and capital returns.
• CEO Ryan McInerney sold 31,455 shares for about $10.7 million under a Rule 10b5-1 plan, reducing his ownership by 67%, a move that may temper investor sentiment despite being planned.

Quent Long Short Global Small Cap Fund LP purchased a new position in Visa Inc. (NYSE:V - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 8,510 shares of the credit-card processor's stock, valued at approximately $2,984,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Clayton Financial Group LLC boosted its holdings in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock worth $25,000 after acquiring an additional 58 shares during the period. PayPay Securities Corp boosted its holdings in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock worth $26,000 after acquiring an additional 38 shares during the period. Parvin Asset Management LLC boosted its holdings in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after acquiring an additional 50 shares during the period. Dorato Capital Management purchased a new position in Visa in the 4th quarter worth approximately $30,000. Finally, Imprint Wealth LLC purchased a new position in Visa in the 3rd quarter worth approximately $39,000. Hedge funds and other institutional investors own 82.15% of the company's stock.

Insider Buying and Selling at Visa

In other Visa news, 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 value of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares of the company's stock, 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 Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by company insiders.

Visa Stock Performance

V stock opened at $328.43 on Monday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm 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. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51. The stock's 50 day simple moving average is $310.11 and its 200 day simple moving average is $327.15.

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 (EPS) for the quarter, beating the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the company posted $2.76 EPS. The business's revenue was up 17.1% compared to the same quarter last year. As a group, equities research analysts predict that Visa Inc. will post 12.98 EPS for the current year.

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

Visa Dividend Announcement

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

Trending Headlines about Visa

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

Wall Street Analyst Weigh In

V has been the subject of a number of analyst reports. Weiss Ratings cut Visa from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, April 16th. UBS Group increased their target price on Visa from $390.00 to $410.00 and gave the company a "buy" rating in a research note on Wednesday, April 29th. Piper Sandler set a $160.00 target price on Visa in a research note on Wednesday, January 28th. Macquarie Infrastructure reiterated an "outperform" rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Finally, TD Cowen reiterated a "buy" rating on shares of Visa in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average target price of $387.25.

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.

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.