Zweig DiMenna Associates LLC Purchases 13,600 Shares of Visa Inc. $V

Key Points

• Zweig DiMenna Associates LLC increased its Visa stake by 32.5% in the fourth quarter, buying 13,600 more shares and bringing its total holding to 55,397 shares valued at about $19.4 million.
• Visa continues to attract institutional interest, with several other large investors also raising positions and institutions collectively owning 82.15% of the company.
• Visa reported strong quarterly results, beating earnings and revenue estimates, while also authorizing a $20 billion share buyback and maintaining a quarterly dividend of $0.67 per share.

Zweig DiMenna Associates LLC lifted its position in Visa Inc. (NYSE:V - Free Report) by 32.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,397 shares of the credit-card processor's stock after buying an additional 13,600 shares during the period. Visa comprises 1.2% of Zweig DiMenna Associates LLC's holdings, making the stock its 21st largest position. Zweig DiMenna Associates LLC's holdings in Visa were worth $19,428,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in V. Brighton Jones LLC increased its position in shares of Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor's stock valued at $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor's stock valued at $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. boosted its stake in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor's stock worth $3,834,000 after purchasing an additional 477 shares during the period. Matrix Asset Advisors Inc. NY boosted its stake in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor's stock worth $402,000 after purchasing an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor's stock worth $6,521,000 after purchasing an additional 2,230 shares during the period. Institutional investors own 82.15% of the company's stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced an investment in Replit and is exploring payments integration for developers and AI agents, which could open a new channel for “agentic commerce” and future transaction volume. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Finix launched access to Visa’s Cybersource gateway, expanding merchant adoption of Visa’s acceptance tools and reinforcing its position in payment infrastructure. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Positive Sentiment: Visa’s AR and virtual-card integration for commercial payments could accelerate adoption by making B2B payments easier and more automated. Can Visa's New AR Integration Accelerate Virtual Card Adoption?
• Positive Sentiment: Commentary on Visa as a long-term “tollbooth” on spending reinforced the bullish case for durable fee-based cash flows. Visa and Mastercard Still Look Like Long-Term Tollbooths on Spending
• Neutral Sentiment: Visa is getting more investor attention on Zacks, but the note appears to be a watchlist update rather than a new catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Visa’s Pismo unit argued that AI is exposing outdated banking technology, a theme that supports Visa’s modernization message but does not directly change near-term earnings. Visa’s Pismo Says AI Has Exposed Banking’s Old Tech Problem
• Neutral Sentiment: Crypto card spending is rising sharply, and Visa is reportedly capturing much of that flow through partnerships, which may be incremental but is still a relatively small part of the overall business. Crypto card monthly transaction volume surges 230% from 2025
• Negative Sentiment: One Zacks update noted Visa was down modestly since its last earnings report, suggesting some recent momentum has cooled despite the company’s strong fundamentals. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 42,744 shares of company stock worth $14,356,010 in the last three months. Insiders own 0.12% of the company's stock.

Visa Price Performance

Shares of NYSE V opened at $327.68 on Friday. The company has a fifty day moving average price of $314.87 and a 200 day moving average price of $325.05. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a market cap of $587.78 billion, a PE ratio of 28.54, a PEG ratio of 1.74 and a beta of 0.78.

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

Visa declared that its board has approved a share buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are often an indication that the company's board of directors believes its stock is undervalued.

Visa Dividend Announcement

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 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 is Tuesday, May 12th. Visa's dividend payout ratio is currently 23.34%.

Wall Street Analyst Weigh In

V has been the subject of a number of research analyst reports. Daiwa Securities Group raised shares of Visa from a "neutral" rating to an "outperform" rating and set a $370.00 target price for the company in a research note on Monday, February 2nd. Freedom Capital raised shares of Visa from a "hold" rating to a "strong-buy" rating in a research note on Monday, February 16th. TD Cowen reaffirmed a "buy" rating on shares of Visa in a research note on Friday, January 30th. Loop Capital initiated coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a "buy" rating and a $387.00 target price for the company. Finally, Truist Financial set a $371.00 target price on shares of Visa and gave the stock a "buy" rating in a research note on Tuesday, May 12th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Visa has an average rating of "Buy" and a consensus price target of $386.70.

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.

Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.