Rational Advisors Inc. Lowers Stake in Visa Inc. $V

Key Points

• Rational Advisors Inc. cut its Visa stake by 88.7% in the fourth quarter, selling 5,015 shares and leaving it with 642 shares worth about $225,000.
• Visa reported strong quarterly results, with EPS of $3.31 and revenue of $11.23 billion, both ahead of expectations and up 17.1% year over year.
• The company’s board authorized a $20 billion share buyback, while analysts remain broadly bullish with an average rating of Buy and a consensus target price of $389.33.

Rational Advisors Inc. lessened its stake in shares of Visa Inc. (NYSE:V - Free Report) by 88.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 642 shares of the credit-card processor's stock after selling 5,015 shares during the quarter. Rational Advisors Inc.'s holdings in Visa were worth $225,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of V. Brighton Jones LLC lifted its stake in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock worth $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor's stock worth $3,733,000 after purchasing an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. lifted its stake in shares of Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor's stock worth $3,834,000 after purchasing an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY lifted its stake in shares of Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor's stock worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor's stock worth $6,521,000 after purchasing an additional 2,230 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its Commercial Solutions Hub by adding Visa Accounts Receivable Manager, a move that could boost adoption of virtual cards, speed up B2B payment cycles, and improve reconciliation for issuers and suppliers across 69 geographies at no added cost. Visa’s Expanded AI-Powered Receivables Hub Might Change The Case For Investing In Visa (V)
• Positive Sentiment: Another report on the same expansion framed it as a broader B2B automation push, suggesting Visa is removing frictions in commercial payments and reinforcing its long-term value proposition. Visa (V) Announces Expansion of the Visa Commercial Solutions Hub
• Positive Sentiment: Commentary from investors and market outlets continued to argue that Visa looks attractive after a year of underperformance, with some noting the company’s durable fee model and lower valuation as reasons to buy or hold. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Neutral Sentiment: Industry coverage on payment sovereignty, cross-border payment efficiency, and digital payment ecosystem trends kept Visa in the spotlight, but these pieces were mostly sector-level commentary rather than direct company-specific catalysts. Payment sovereignty and the relationship with cash
• Neutral Sentiment: Other mentions, including Visa’s association with crypto and payments infrastructure discussions and Nubank hiring a former Visa executive as CFO, were more indirect and did not signal an immediate operational change for Visa itself. Western Union, Visa, PayPal, Meta: why major payments giants are racing to Solana

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the company'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 transaction of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. This 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, CFO Chris Suh sold 10,639 shares of the company's stock in a transaction that occurred 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 sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

V has been the topic of a number of recent research reports. Oppenheimer restated an "outperform" rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Evercore set a $350.00 price objective on Visa in a research note on Wednesday, April 29th. Cantor Fitzgerald restated an "overweight" rating and set a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Weiss Ratings cut Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, April 16th. Finally, Bank of America started coverage on Visa in a research note on Thursday, March 5th. They set a "buy" rating and a $410.00 price objective on the stock. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Visa presently has an average rating of "Buy" and a consensus target price of $389.33.

Visa Trading Down 1.7%

NYSE:V opened at $317.36 on Wednesday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The business's 50-day simple moving average is $315.33 and its 200 day simple moving average is $324.87. The stock has a market cap of $569.27 billion, a price-to-earnings ratio of 27.64, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77.

Visa (NYSE:V - Get Free Report) last released 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 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 analysts' expectations of $10.75 billion. During the same quarter in the previous year, the firm posted $2.76 earnings per share. The company's revenue was up 17.1% compared to the same quarter last year. As a group, sell-side analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa announced that its Board of Directors has initiated a stock buyback plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock buyback plans are typically a sign that the company's leadership believes its stock is undervalued.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid 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 payout ratio is 23.34%.

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.

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