Visa Inc. $V Shares Purchased by Highland Capital Management LLC

Key Points

• Highland Capital Management increased its Visa stake by 35.5% to 64,936 shares, now worth about $22.77 million and constituting Visa as its 17th largest holding.
• Visa topped Q1 expectations with EPS of $3.31 (vs. $3.10 est.) and revenue of $11.23 billion (up 17.1% YoY), and the company announced a $20.0 billion share buyback and a quarterly dividend of $0.67 ($2.68 annualized).
• CEO Ryan McInerney sold 31,455 shares for roughly $10.7 million under a pre‑arranged Rule 10b5‑1 plan, reducing his direct ownership by about 67% (insiders own ~0.12% of shares).

Highland Capital Management LLC boosted its holdings in Visa Inc. (NYSE:V - Free Report) by 35.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 64,936 shares of the credit-card processor's stock after acquiring an additional 17,007 shares during the period. Visa comprises about 1.1% of Highland Capital Management LLC's investment portfolio, making the stock its 17th biggest holding. Highland Capital Management LLC's holdings in Visa were worth $22,774,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Clayton Financial Group LLC grew its stake in 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 buying an additional 58 shares during the last quarter. PayPay Securities Corp lifted its stake in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock valued at $26,000 after buying an additional 38 shares during the last quarter. Parvin Asset Management LLC boosted its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after acquiring an additional 50 shares during the period. Dorato Capital Management acquired a new position in shares of Visa during the fourth quarter valued at $30,000. Finally, Imprint Wealth LLC bought a new position in shares of Visa during the third quarter worth about $39,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Stock Down 0.5%

V opened at $326.46 on Tuesday. 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 company has a market capitalization of $592.57 billion, a PE ratio of 28.44, a P/E/G ratio of 1.82 and a beta of 0.78. The stock's fifty day moving average is $310.11 and its 200-day moving average is $327.15. Visa Inc. has a one year low of $293.89 and a one year high of $375.51.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 during the quarter, compared to analysts' expectations of $10.75 billion. During the same quarter last year, the business posted $2.76 earnings per share. The company's quarterly revenue was up 17.1% on a year-over-year basis. On average, equities analysts predict that Visa Inc. will post 12.98 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 dividend of $0.67 per share. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa's dividend payout ratio (DPR) is 23.34%.

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

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Morgan Stanley reaffirmed an "overweight" rating and issued a $415.00 price objective on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets started coverage on shares of Visa in a research report on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 target price for the company. Evercore set a $350.00 price target on shares of Visa in a research note on Wednesday, April 29th. Loop Capital started coverage on Visa in a report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price target on the stock. Finally, Rothschild & Co Redburn set a $385.00 price objective on Visa in a research report on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Visa currently has an average rating of "Buy" and an average target price of $387.25.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a global, multi‑year partnership with Electronic Arts to build in‑game experiences and rewards with EA SPORTS — a move that extends Visa’s payments footprint into gaming and consumer engagement, potentially opening new transaction volume and marketing channels. Read More.
• Positive Sentiment: Visa is expanding its Agentic Ready AI‑commerce program across APAC and LATAM and added five blockchains to its stablecoin settlement pilot, broadening agent‑initiated commerce and multi‑chain settlement capabilities — strategic moves into next‑gen payment rails and AI‑driven transactions. Read More.
• Positive Sentiment: Visa launched Visa Destinations in Asia Pacific (Thailand first, Singapore to follow), expanding experience‑led travel offers that can drive cross‑border and premium spend by cardholders. This supports higher TPV potential in resilient travel markets. Read More.
• Positive Sentiment: Analyses and features (e.g., WSJ) note Visa’s consistent adaptation — turning AI and stablecoins from threats into opportunities — which reinforces confidence in Visa’s durable business model and margin profile. Read More.
• Neutral Sentiment: Consumer coverage lists Visa business cards among top offers — helpful for brand/consumer visibility but not a material near‑term earnings driver. Read More.
• Neutral Sentiment: Industry reporting on payment networks’ preparations for agentic commerce explains the technical progress but doesn’t change near‑term financials; it supports the strategic narrative around Visa’s AI efforts. Read More.
• Neutral Sentiment: Comparisons to peers (e.g., WEX vs. V) and weekly market wrap pieces place Visa in context for value investors but offer mixed buy/sell signals depending on valuation views. Read More.
• Negative Sentiment: Stablecoin startup Rain — which previously worked with Visa — is now partnering with Mastercard to issue cards for institutional customers, signaling competitive moves in the stablecoin‑card space that could pressure some prospective Visa relationships. Read More.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 15,174 shares of the company's stock, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the firm's stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares of the company's stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.12% of the company's stock.

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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