Visa Inc. $V Shares Acquired by Harvest Portfolios Group Inc.

Key Points

• Harvest Portfolios Group Inc. increased its Visa stake by 8.3% in the fourth quarter, buying 4,849 more shares and bringing its total holdings to 63,204 shares worth about $22.2 million.
• Wall Street remains broadly constructive on Visa, with analysts maintaining mostly Buy/Outperform ratings and a consensus price target of about $387.67.
• Visa beat its latest quarterly estimates, reporting EPS of $3.31 versus $3.10 expected and revenue of $11.23 billion; it also announced a $20 billion share buyback and a quarterly dividend of $0.67 per share.

Harvest Portfolios Group Inc. grew its holdings in Visa Inc. (NYSE:V - Free Report) by 8.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,204 shares of the credit-card processor's stock after buying an additional 4,849 shares during the quarter. Harvest Portfolios Group Inc.'s holdings in Visa were worth $22,166,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Clayton Financial Group LLC raised its holdings in Visa by 446.2% during the fourth 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 last quarter. PayPay Securities Corp raised its holdings in Visa by 102.7% during the fourth 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 fourth quarter worth $26,000. Parvin Asset Management LLC raised its holdings in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management acquired a new position in Visa during the fourth quarter worth $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on V shares. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Raymond James Financial reaffirmed an "outperform" rating and set a $389.00 price objective on shares of Visa in a report on Wednesday, April 29th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Citigroup reduced their price objective on Visa from $450.00 to $400.00 and set a "buy" rating for the company in a report on Tuesday, April 14th. Finally, TD Cowen reaffirmed a "buy" rating on shares of Visa in a report on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Visa currently has an average rating of "Buy" and a consensus price target of $387.67.

Visa Stock Performance

Visa stock opened at $329.93 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. The stock has a fifty day moving average of $311.72 and a two-hundred day moving average of $325.56. The company has a market capitalization of $591.83 billion, a price-to-earnings ratio of 28.74, a PEG ratio of 1.78 and a beta of 0.78. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51.

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

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.8%. Visa's payout ratio is currently 23.34%.

Visa announced that its Board of Directors has approved a share buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's leadership believes its shares are undervalued.

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares of the company's stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction on 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 sale, the chief executive officer directly 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. Insiders sold a total of 42,744 shares of company stock valued at $14,356,010 over the last quarter. Company insiders own 0.12% of the company's stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Trip.com Group announced a strategic collaboration to improve travel experiences in Asia Pacific, using Visa’s global payments network to support personalized offers and seamless transactions. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched its “Tap In” campaign for the FIFA World Cup 2026™, reinforcing its brand, contactless payments messaging, and support for small businesses and community programs in host countries. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Positive Sentiment: Several articles highlighted Visa as a blue-chip and long-term holding, citing its payments growth drivers and inclusion among stocks expected to benefit from AI and broader consumer spending trends. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Positive Sentiment: Visa’s conference presentation at J.P. Morgan’s technology/media/communications event keeps the company in the spotlight and may give investors more confidence in management’s growth strategy. Visa Inc. (V) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Commentary around agentic payments, competitor moves, and broader payments industry trends suggests the market is focused on how Visa will adapt to AI-driven commerce, but these items are mostly speculative for now. When AI shops for you: Visa and Mastercard bet on agentic payments
• Neutral Sentiment: Visa was also mentioned in market lists of trending and high-conviction blue-chip names, which supports visibility but does not materially change fundamentals on its own. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Some coverage focused on competition in digital payments and the possibility that new payment models from rivals could pressure Visa’s long-term network dominance, though no direct business setback was reported. TikTok expands financial ambitions through Brazil banking push and UK payments play

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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