Stance Capital LLC Acquires 4,547 Shares of Visa Inc. $V

Key Points

• Stance Capital LLC increased its Visa holdings by 54.4% in the fourth quarter, buying 4,547 additional shares and bringing its position to 12,910 shares worth about $4.53 million.
• Visa insiders sold shares: CFO Chris Suh sold 10,639 shares and CEO Ryan McInerney sold 31,455 shares, with the CEO’s sale occurring under a pre-arranged Rule 10b5-1 plan.
• Analysts remain broadly bullish on Visa, with an average “Buy” rating and a consensus price target of $387.78, while the company also reported strong quarterly results and approved a $20 billion share buyback.

Stance Capital LLC boosted its holdings in Visa Inc. (NYSE:V - Free Report) by 54.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,910 shares of the credit-card processor's stock after acquiring an additional 4,547 shares during the period. Visa comprises about 1.7% of Stance Capital LLC's investment portfolio, making the stock its 7th biggest holding. Stance Capital LLC's holdings in Visa were worth $4,528,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Clayton Financial Group LLC raised its position in shares of Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock worth $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp lifted its holdings in shares of 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 purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in Visa during the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC boosted its position in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management bought a new position in Visa during the 4th quarter worth $30,000. Institutional investors own 82.15% of the company's stock.

Insider Activity

In related news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated 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 $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 available at this hyperlink. Also, 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 transaction of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.12% of the company's stock.

Analysts Set New Price Targets

Several brokerages have weighed in on V. Citigroup dropped their target price on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research report on Tuesday, April 14th. Bank of America assumed coverage on shares of Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price target for the company. Morgan Stanley restated an "overweight" rating and set a $415.00 price target on shares of Visa in a research report on Wednesday, April 29th. Sanford C. Bernstein reaffirmed an "outperform" rating and issued a $450.00 price objective on shares of Visa in a report on Tuesday, June 2nd. Finally, Truist Financial set a $371.00 price objective on shares of Visa and gave the company a "buy" rating in a research report on Tuesday, May 12th. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus price target of $387.78.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is being seen as a wide-moat, stable portfolio stock for 2H 2026, reinforcing investor confidence in its durable business model and earnings stability. Buy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026
• Positive Sentiment: Visa was upgraded to Zacks Rank #2 (Buy) on improving earnings optimism, a bullish signal that can attract momentum and fundamental investors. Visa (V) Upgraded to Buy: Here's Why
• Positive Sentiment: Visa’s collaboration with Alchemy on AgentCard and Visa Intelligent Commerce expands its role in AI agent payments, potentially creating a new transaction channel over time. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Reports that Visa and Mastercard want to embrace stablecoins rather than fight them suggest the company is adapting to new payment rails instead of being disrupted by them. Visa and Mastercard Reportedly Want to Run Stablecoins, Not Fight Them. Here's What It Means for Investors.
• Neutral Sentiment: Visa executives discussed stablecoins and cross-border payments at Money20/20, underscoring strategic priorities but offering no immediate financial update. Money 2020 EU Visa's Tim Moncrieff on Stablecoins + Cross-Border Payments
• Neutral Sentiment: Additional coverage about AI agents using Visa-backed tokens and payment credentials supports the innovation narrative, but these developments are still early-stage and not yet material to near-term results. Visa and Mastercard Put Tokens in Charge of AI Commerce

Visa Stock Up 0.1%

V opened at $327.67 on Monday. The stock's 50 day moving average price is $321.23 and its 200 day moving average price is $324.20. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The stock has a market cap of $587.76 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.75 and a beta of 0.77. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $359.66.

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the previous year, the firm posted $2.76 EPS. The firm's quarterly revenue was up 17.1% on a year-over-year basis. As a group, research analysts predict that Visa Inc. will post 13.09 earnings per share for the current year.

Visa announced that its Board of Directors has approved a stock buyback program 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 shares through open market purchases. Shares buyback programs are usually an indication that the company's board of directors believes its shares are undervalued.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa's payout ratio is currently 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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