Visa Inc. $V Shares Purchased by Vestmark Advisory Solutions Inc.

Key Points

• Vestmark Advisory Solutions increased its Visa stake by 69% in the fourth quarter, ending with 72,037 shares valued at about $25.3 million.
• Visa reported strong quarterly results, posting $3.31 EPS versus the $3.10 consensus and revenue of $11.23 billion, up 17.1% year over year.
• The company approved a $20 billion share buyback and a quarterly dividend of $0.67 per share, while analysts currently rate the stock a consensus Buy with a $387.67 target price.

Vestmark Advisory Solutions Inc. boosted its position in Visa Inc. (NYSE:V - Free Report) by 69.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 72,037 shares of the credit-card processor's stock after acquiring an additional 29,421 shares during the quarter. Vestmark Advisory Solutions Inc.'s holdings in Visa were worth $25,264,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Clayton Financial Group LLC lifted its stake in shares of 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 in the last quarter. PayPay Securities Corp lifted its stake in shares of 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 in the last quarter. Cresta Advisors Ltd. acquired a new position in shares of Visa during the fourth quarter worth about $26,000. Parvin Asset Management LLC lifted its stake 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 worth $26,000 after purchasing an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in shares of Visa during the fourth quarter worth about $30,000. Institutional investors and hedge funds own 82.15% of the company's stock.

Visa Trading Up 0.2%

NYSE:V opened at $331.28 on Friday. 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 $312.36 and its 200 day simple moving average is $325.40. The stock has a market cap of $594.23 billion, a price-to-earnings ratio of 28.86, a price-to-earnings-growth ratio of 1.77 and a beta of 0.78.

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 Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a $0.67 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa's payout ratio is 23.34%.

Visa announced that its Board of Directors has authorized a stock buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to repurchase 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.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Piper Sandler set a $160.00 price objective on Visa in a research note on Wednesday, January 28th. Macquarie Infrastructure restated an "outperform" rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Loop Capital began coverage on Visa in a research note on Tuesday, March 31st. They set a "buy" rating and a $387.00 price objective on the stock. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a report on Wednesday, January 28th. Finally, Freedom Capital raised shares of Visa from a "hold" rating to a "strong-buy" rating in a research report on Monday, February 16th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $387.67.

Insider Buying and Selling

In related news, CEO Ryan Mcinerney sold 31,455 shares of the business's stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 business's 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 sale, the chief financial officer directly owned 9,872 shares of the company's stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced new strategic partnerships and brand initiatives, including a collaboration with Trip.com in Asia-Pacific and a fan-focused soccer activation in Toronto, which support volume growth, merchant engagement, and brand visibility. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Positive Sentiment: Analysts continue to view Visa favorably, citing a strong balance sheet, attractive valuation versus peers, and growth opportunities in AI commerce, stablecoins, and value-added services. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Positive Sentiment: Visa highlighted growing demand for its agentic AI and digital payment tools, including a new “Agentic Ready” program in the UAE and messaging around making AI shoppers as trusted as human ones, which may help the market see the company as well positioned for next-generation commerce. Visa Wants to Make AI Shoppers as Trusted as Human Ones
• Neutral Sentiment: Visa’s Spring 2026 Threats Report warned that AI-fueled scams and social engineering are accelerating fraud, underscoring a tougher security landscape. While this could increase the need for Visa’s fraud-prevention solutions, it also highlights an ongoing risk for the payments ecosystem. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Negative Sentiment: Recent headlines about Berkshire Hathaway fully exiting its Visa stake may create some overhang, since Warren Buffett’s former ownership had been viewed as a vote of confidence in the company. Greg Abel Just Sold Berkshire Hathaway's Stake in Visa and Mastercard...

Visa 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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