SG Americas Securities LLC Sells 936,508 Shares of Visa Inc. $V

SG Americas Securities LLC lowered its stake in shares of Visa Inc. (NYSE:V) by 31.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,085,903 shares of the credit-card processor’s stock after selling 936,508 shares during the period. Visa makes up 0.7% of SG Americas Securities LLC’s investment portfolio, making the stock its 19th biggest holding. SG Americas Securities LLC’s holdings in Visa were worth $630,443,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in V. Invariant Investment Management bought a new position in shares of Visa in the 4th quarter worth $969,000. Vanguard Group Inc. increased its stake in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. Swiss Life Asset Management Ltd increased its stake in Visa by 4.7% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock valued at $180,088,000 after purchasing an additional 23,863 shares in the last quarter. Savvy Advisors Inc. raised its holdings in Visa by 30.1% during the fourth quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock worth $10,143,000 after buying an additional 6,688 shares during the last quarter. Finally, Ticino Wealth acquired a new position in Visa during the fourth quarter worth $1,837,000. Institutional investors own 82.15% of the company’s stock.

Insider Activity

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’s 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by company insiders.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an AI-powered “Everyday Cashback” program in the UAE, expanding into personalized rewards and merchant solutions, which could strengthen long-term growth beyond core payments. Visa (V) Launches AI Driven Everyday Cashback In UAE With Mashreq And Rezolve AI
• Positive Sentiment: Analysts highlighted Visa’s AI-driven rewards push as strategically important because it may increase bank and merchant participation across Visa’s network. Visa’s AI-Driven Rewards Push: A Small Move With Strategic Value
• Neutral Sentiment: Visa was also mentioned in a B2B payments update tied to its Commercial Enhanced Data Program, underscoring continued adoption of its data-validation tools for corporate payments. Boost Payment Solutions Reports Measurable Progress on CEDP Qualification, Delivering Tens of Millions in Customer Savings
• Neutral Sentiment: Visa remains in the spotlight as a widely watched stock, with investors tracking whether its AI partnerships can offset broader growth concerns. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: European lawmakers advanced a digital euro framework aimed at reducing reliance on Visa and other U.S. payment networks, which could intensify long-term competition in Europe. European Parliament Committee Advances Digital Euro Framework in Historic Vote
• Negative Sentiment: Separate reports said the EU’s digital euro plan is explicitly designed to cut dependence on Visa, Mastercard, and Apple Pay, adding another overhang for Visa’s international payments business. EU Digital Euro Plan Takes Aim at Visa, Mastercard, and Apple Pay
• Negative Sentiment: The European Parliament’s backing of a digital euro, expected to launch by 2029, could reduce U.S. dominance in payments and pressure Visa’s long-term share in Europe. European Parliament backs long-awaited digital euro to reduce US dominance in payments
• Negative Sentiment: Another EU report noted the bloc wants to cut its reliance on U.S. payment systems such as Visa and Mastercard, reinforcing the regulatory and competitive risk in Europe. EU bets on digital euro to cut US tech addiction

Visa Stock Up 0.7%

Shares of NYSE V opened at $328.95 on Wednesday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The stock has a market capitalization of $590.06 billion, a PE ratio of 28.65, a P/E/G ratio of 1.74 and a beta of 0.77. Visa Inc. has a one year low of $293.89 and a one year high of $359.66. The business’s fifty day moving average price is $322.10 and its 200-day moving average price is $324.18.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter last year, the firm posted $2.76 EPS. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. On average, equities research analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.

Visa declared that its board has approved a share buyback program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is currently 23.34%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on V. Citigroup dropped their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price target on shares of Visa in a research report on Wednesday, April 29th. Morgan Stanley reiterated an “overweight” rating and set a $415.00 price target on shares of Visa in a research note on Wednesday, April 29th. Finally, Weiss Ratings lowered Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $387.78.

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.