Visa Inc. $V is Osprey Private Wealth LLC’s 5th Largest Position

Osprey Private Wealth LLC lifted its stake in Visa Inc. (NYSE:V) by 14.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,890 shares of the credit-card processor’s stock after buying an additional 5,355 shares during the period. Visa makes up 4.2% of Osprey Private Wealth LLC’s portfolio, making the stock its 5th biggest position. Osprey Private Wealth LLC’s holdings in Visa were worth $14,691,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Clayton Financial Group LLC boosted its position in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after buying an additional 58 shares during the period. PayPay Securities Corp boosted its position in shares of Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the fourth quarter worth about $26,000. Parvin Asset Management LLC boosted its position in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the fourth quarter worth about $30,000. Hedge funds and other 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 just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on the company. BMO Capital Markets assumed coverage on Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target on the stock. Oppenheimer reiterated an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Citigroup cut their price target on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Piper Sandler set a $160.00 price target on Visa in a research note on Wednesday, January 28th. Finally, TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Visa has a consensus rating of “Buy” and an average price target of $387.25.

Visa Trading Down 0.8%

NYSE:V opened at $318.66 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 $310.67 and its 200 day simple moving average is $326.72. The stock has a market cap of $578.43 billion, a price-to-earnings ratio of 27.76, a price-to-earnings-growth ratio of 1.70 and a beta of 0.78.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter in the prior year, the firm posted $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. As a group, sell-side analysts predict that Visa Inc. will post 13.08 earnings per share for the current fiscal year.

Visa announced that its Board of Directors has initiated a stock buyback plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Visa Dividend Announcement

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 paid a dividend of $0.67 per share. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is presently 23.34%.

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.