Clearstead Advisors LLC raised its position in Visa Inc. (NYSE:V – Free Report) by 6.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,665 shares of the credit-card processor’s stock after purchasing an additional 3,770 shares during the quarter. Clearstead Advisors LLC’s holdings in Visa were worth $23,029,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Clayton Financial Group LLC boosted its stake in shares of 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 acquiring an additional 58 shares in the last quarter. Parvin Asset Management LLC raised its holdings in Visa by 200.0% in the 3rd 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 in the last quarter. PayPay Securities Corp raised its holdings in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in Visa in the 4th quarter valued at approximately $26,000. Finally, Dorato Capital Management acquired a new position in shares of Visa in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Analyst Upgrades and Downgrades
V has been the subject of a number of recent research reports. UBS Group increased their target price on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Evercore set a $350.00 target price on Visa in a report on Wednesday, April 29th. BMO Capital Markets assumed coverage on Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price for the company. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Finally, Citigroup dropped their price target on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. 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 stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $387.67.
Visa Trading Up 0.1%
V stock opened at $329.21 on Monday. The business has a fifty day moving average price of $312.77 and a 200 day moving average price of $325.34. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The stock has a market capitalization of $590.53 billion, a price-to-earnings ratio of 28.68, a P/E/G ratio of 1.76 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.
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, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. During the same period last year, the firm posted $2.76 EPS. The business’s revenue was up 17.1% on a year-over-year basis. Analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.
Visa Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.
Visa declared that its Board of Directors has approved a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa is expanding its push into digital payments by testing stablecoin settlement in Canada and advancing AI-enabled “agentic commerce” tools, which could support long-term transaction growth and keep the company relevant as payment methods evolve. Visa Tests Stablecoin Settlement And AI Commerce To Shape Future Fees
- Positive Sentiment: Visa’s partnership with Trip.com to target digital-first travelers in Asia-Pacific adds another growth avenue in travel spending, a high-volume category that can boost payment network activity. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
- Neutral Sentiment: Several reports framed Visa as a long-term beneficiary of crypto and blockchain adoption, but these pieces were more thesis-driven than near-term catalysts for the stock. Crypto and Blockchain Stocks Positioned for Long-Term Growth
- Neutral Sentiment: Visa continues to receive favorable analyst coverage, with brokerages assigning an average “Buy” rating, which supports sentiment but does not appear to be a new catalyst. Visa Inc. Receives Average Recommendation of “Buy” from Brokerages
- Negative Sentiment: Visa is facing renewed regulatory scrutiny in the U.K. and Europe, where authorities are pushing for more fee transparency and alternative payment options, raising the risk of pressure on card-network fees and market power. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
- Negative Sentiment: The UK Payments Systems Regulator also proposed new reporting rules for Visa and Mastercard after saying the two networks do not face effective competition, reinforcing concerns about tighter oversight. UK PSR proposes new reporting rules for Mastercard and Visa
- Negative Sentiment: Visa’s own fraud warnings highlight a rising threat from AI-powered scams and criminal targeting of consumers, which could increase compliance and security costs even if the company is helping defend against the problem. Visa Says Criminals Target People as Core Payment Security Tightens
Insider Buying and Selling at Visa
In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The stock was 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 in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Chris Suh sold 10,639 shares of the stock in a transaction on 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 transaction, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 42,744 shares of company stock worth $14,356,010. 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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