W.G. Shaheen & Associates DBA Whitney & Co increased its stake in Visa Inc. (NYSE:V - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,120 shares of the credit-card processor's stock after acquiring an additional 3,164 shares during the period. Visa makes up about 1.8% of W.G. Shaheen & Associates DBA Whitney & Co's holdings, making the stock its 15th largest holding. W.G. Shaheen & Associates DBA Whitney & Co's holdings in Visa were worth $23,189,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also modified their holdings of the stock. Bogart Wealth LLC raised its stake in shares of Visa by 16.7% in the fourth quarter. Bogart Wealth LLC now owns 66,865 shares of the credit-card processor's stock valued at $23,450,000 after acquiring an additional 9,563 shares in the last quarter. Barnes Pettey Financial Advisors LLC increased its holdings in Visa by 4.4% in the fourth quarter. Barnes Pettey Financial Advisors LLC now owns 1,956 shares of the credit-card processor's stock valued at $686,000 after buying an additional 83 shares during the last quarter. Ellenbecker Investment Group increased its holdings in Visa by 13.7% in the fourth quarter. Ellenbecker Investment Group now owns 2,138 shares of the credit-card processor's stock valued at $750,000 after buying an additional 258 shares during the last quarter. Joel Isaacson & Co. LLC increased its holdings in Visa by 11.0% in the fourth quarter. Joel Isaacson & Co. LLC now owns 10,675 shares of the credit-card processor's stock valued at $3,744,000 after buying an additional 1,056 shares during the last quarter. Finally, Interchange Capital Partners LLC increased its holdings in Visa by 3.6% in the fourth quarter. Interchange Capital Partners LLC now owns 7,558 shares of the credit-card processor's stock valued at $2,650,000 after buying an additional 263 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.
Visa Stock Performance
Shares of V stock opened at $330.66 on Friday. The stock's 50-day moving average is $310.11 and its two-hundred day moving average is $327.41. The firm has a market cap of $600.21 billion, a price-to-earnings ratio of 28.80, a PEG ratio of 1.91 and a beta of 0.80. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.11 and a current ratio of 1.09.
Visa (NYSE:V - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business's quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.76 earnings per share. Analysts predict that Visa Inc. will post 12.88 earnings per share for the current year.
Visa declared that its board has initiated a share buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback programs are typically an indication that the company's leadership believes its stock is undervalued.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa's payout ratio is presently 25.14%.
Insiders Place Their Bets
In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company's stock, valued at $829,471.98. The trade was a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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 transaction of $10,699,103.70. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.12% of the company's stock.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Q2 beat, guidance raise and big buyback — Visa posted stronger‑than‑expected Q2 revenue and EPS, raised fiscal‑year growth targets and authorized a $20B share‑repurchase program, fueling analyst upgrades and post‑earnings momentum. Visa Q2 Earnings Beat
- Positive Sentiment: Stablecoin settlement expansion — Visa expanded its stablecoin pilot to additional chains and said the program hit roughly a $7B annualized run rate, signaling traction for on‑chain settlement options and new revenue pathways. Visa Adds Polygon, Base Support
- Positive Sentiment: Agentic Ready global roll‑out — Visa is accelerating its Agentic Ready program (AI‑agent payments) across APAC and LatAm to position its network as the default rail for emerging “agentic” commerce. This supports the long‑term growth narrative. Visa Launches Agentic Ready
- Positive Sentiment: Analyst support — Banks and boutiques have raised price targets and reiterated buy/overweight views after the earnings beat, adding momentum to investor sentiment. Analyst Coverage
- Neutral Sentiment: Corporate card adoption trend — A Visa‑backed PYMNTS/Visa survey shows high card usage among middle‑market firms to speed cash flow, which supports volume but is a gradual, structural tailwind. 61% Use Cards to Speed Cash Flow
- Neutral Sentiment: Third‑party innovation using Visa rails — Startups are issuing corporate/AI agent cards (e.g., Oobit), showing demand for Visa infrastructure but creating evolving fee dynamics that are not yet material. Oobit Agent Cards
- Neutral Sentiment: Peer/sector noise — Mastercard posted upside but its stock fell; card‑network reactions can be idiosyncratic, producing short‑term volatility even after strong results. Mastercard Earnings
- Negative Sentiment: CEO insider sale — CEO Ryan McInerney sold 31,455 shares under a pre‑arranged 10b5‑1 plan; large, disclosed insider sales can trigger short‑term selling pressure despite being planned. SEC Form 4
- Negative Sentiment: AI + stablecoin structural risk — While Visa pitches AI and stablecoins as opportunities, investors note the threat that agentic commerce or native on‑chain rails could bypass traditional fees, representing a medium‑to‑long‑term earnings risk. MarketBeat Analysis
Analysts Set New Price Targets
Several equities analysts recently commented on the company. Citigroup dropped their target price on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a report on Tuesday, April 14th. Macquarie Infrastructure reissued an "outperform" rating and issued a $410.00 target price on shares of Visa in a report on Friday, January 30th. Daiwa Securities Group raised Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. UBS Group increased their target price on Visa from $390.00 to $410.00 and gave the company a "buy" rating in a report on Wednesday. Finally, Rothschild & Co Redburn set a $385.00 target price on Visa in a report on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $387.25.
Check Out Our Latest Stock Analysis on V
About Visa
(
Free Report)
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.
Featured Stories
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