Texas Capital Bank Wealth Management Services Inc increased its stake in Visa Inc. (NYSE:V – Free Report) by 31.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,152 shares of the credit-card processor’s stock after purchasing an additional 2,695 shares during the period. Texas Capital Bank Wealth Management Services Inc’s holdings in Visa were worth $3,911,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after buying an additional 1,054,343 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Visa by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after buying an additional 388,996 shares during the last quarter. Capital World Investors boosted its stake in shares of Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after buying an additional 193,288 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Visa by 4.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after buying an additional 530,995 shares during the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of Visa by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after buying an additional 399,845 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of research firms have recently commented on V. BMO Capital Markets began coverage on shares of Visa in a research note on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective for the company. TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Citigroup reduced their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Truist Financial set a $371.00 price objective on shares of Visa and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $386.70.
Visa Stock Up 0.4%
Shares of V stock opened at $327.71 on Thursday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The firm’s 50-day moving average is $313.98 and its 200-day moving average is $325.11. The stock has a market cap of $587.83 billion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.74 and a beta of 0.78. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51.
Visa (NYSE:V – Get Free Report) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. Visa’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.76 EPS. Sell-side analysts predict that Visa Inc. will post 13.09 EPS for the current year.
Visa Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.
Visa declared that its board has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.
Insider Activity
In other news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 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 sale, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In 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 company insiders.
Visa News Roundup
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Crypto-linked card spending is surging, and analysts say Visa is capturing about 90% of crypto card transactions through partnerships with onchain-native companies, highlighting another growth channel for payment volume. Crypto card monthly transaction volume surges 230% from 2025
- Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Accounts Receivable Manager to make it easier for issuers and suppliers to scale virtual card programs, supporting growth in higher-margin B2B payments. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
- Positive Sentiment: Visa’s new partnership with PingPong extends commercial card use for global business payouts in 170+ countries, reinforcing Visa’s push to capture more cross-border supplier payments. PingPong partners with Visa to launch Card to Account Payment Solution for global businesses
- Positive Sentiment: Highnote’s launch of AI-initiated payment capabilities built with Visa Intelligent Commerce suggests Visa is positioning itself early in agentic commerce and programmable payments. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
- Neutral Sentiment: Cantor Fitzgerald reiterated its Overweight rating and $400 price target after Visa’s earnings beat, which supports investor confidence but does not appear to be a fresh catalyst. Cantor Fitzgerald Reaffirms Overweight Rating on Visa (V) After Earnings Beat
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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