Visa Inc. $V Shares Sold by Rational Advisors Inc.

Rational Advisors Inc. lowered its position in shares of Visa Inc. (NYSE:V) by 88.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 642 shares of the credit-card processor’s stock after selling 5,015 shares during the quarter. Rational Advisors Inc.’s holdings in Visa were worth $225,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Visa during the fourth quarter valued at approximately $5,877,738,000. Corient Private Wealth LLC grew its holdings in shares of Visa by 110.4% during the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after purchasing an additional 2,075,289 shares during the last quarter. Holocene Advisors LP grew its holdings in shares of Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after purchasing an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC grew its holdings in shares of Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after purchasing an additional 1,658,954 shares during the last quarter. Finally, Danske Bank A S bought a new position in shares of Visa during the third quarter valued at approximately $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Trading Down 1.7%

NYSE V opened at $317.36 on Wednesday. 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 company has a market capitalization of $569.27 billion, a PE ratio of 27.64, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77. The firm’s fifty day simple moving average is $315.33 and its 200-day simple moving average is $324.87.

Visa (NYSE:V) last posted its 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. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.76 earnings per share. As a group, sell-side analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa announced that its board has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

Visa Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its Commercial Solutions Hub by adding Visa Accounts Receivable Manager, a move that could boost adoption of virtual cards, speed up B2B payment cycles, and improve reconciliation for issuers and suppliers across 69 geographies at no added cost. Visa’s Expanded AI-Powered Receivables Hub Might Change The Case For Investing In Visa (V)
• Positive Sentiment: Another report on the same expansion framed it as a broader B2B automation push, suggesting Visa is removing frictions in commercial payments and reinforcing its long-term value proposition. Visa (V) Announces Expansion of the Visa Commercial Solutions Hub
• Positive Sentiment: Commentary from investors and market outlets continued to argue that Visa looks attractive after a year of underperformance, with some noting the company’s durable fee model and lower valuation as reasons to buy or hold. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Neutral Sentiment: Industry coverage on payment sovereignty, cross-border payment efficiency, and digital payment ecosystem trends kept Visa in the spotlight, but these pieces were mostly sector-level commentary rather than direct company-specific catalysts. Payment sovereignty and the relationship with cash
• Neutral Sentiment: Other mentions, including Visa’s association with crypto and payments infrastructure discussions and Nubank hiring a former Visa executive as CFO, were more indirect and did not signal an immediate operational change for Visa itself. Western Union, Visa, PayPal, Meta: why major payments giants are racing to Solana

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is owned by insiders.

Wall Street Analyst Weigh In

V has been the subject of several recent research reports. Loop Capital initiated coverage on Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price for the company. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Bank of America initiated coverage on Visa in a report on Thursday, March 5th. They set a “buy” rating and a $410.00 target price for the company. Citigroup lowered their target price on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $389.33.

Visa Company 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.