Motley Fool Asset Management LLC boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 29.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 191,206 shares of the credit-card processor’s stock after purchasing an additional 43,911 shares during the quarter. Visa makes up 2.6% of Motley Fool Asset Management LLC’s portfolio, making the stock its 9th biggest holding. Motley Fool Asset Management LLC’s holdings in Visa were worth $67,058,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of V. Clayton Financial Group LLC boosted its position in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares in the last quarter. PayPay Securities Corp boosted its position in Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in Visa during the fourth quarter worth $26,000. Parvin Asset Management LLC boosted its position in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares in the last quarter. Finally, Dorato Capital Management purchased a new stake in Visa during the fourth quarter worth $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of analysts have commented on V shares. Loop Capital started coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. UBS Group upped their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Citigroup reduced their price objective on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective on the stock. Finally, Morgan Stanley restated an “overweight” rating and issued a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus price target of $387.78.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: A U.S. judge gave preliminary approval to Visa’s revised $38 billion swipe-fee settlement, removing some legal overhang and suggesting the long-running merchant dispute may be moving toward resolution. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
- Positive Sentiment: Visa is expanding beyond traditional card processing, with new efforts in stablecoin settlement, AI-driven payment automation, and broader B2B payment infrastructure, which could support longer-term growth. Visa Tests Stablecoins And AI As It Rebuilds Payment Infrastructure
- Positive Sentiment: Wirex joined Visa’s Agentic Ready program, reinforcing Visa’s push into AI-enabled, agent-initiated payments and expanding its relevance in digital commerce. Wirex Joins Visa Agentic Ready Programme to Enable AI-Driven Payments
- Positive Sentiment: Unusual options activity showed a sharp increase in call buying, signaling rising trader optimism that Visa’s stock could continue to move higher.
- Neutral Sentiment: Analyst and market commentary highlighted Visa as a trending stock and noted its growing network advantages through partnerships like Valor PayTech, but these items were more informational than clearly market-moving. Can Visa Deepen Its Network Advantage Through Valor PayTech? Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
Insider Buying and Selling at Visa
In related news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.12% of the company’s stock.
Visa Stock Up 1.6%
Shares of NYSE:V opened at $324.93 on Wednesday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The stock’s fifty day simple moving average is $317.40 and its 200-day simple moving average is $324.48. The company has a market capitalization of $582.84 billion, a P/E ratio of 28.30, a P/E/G ratio of 1.71 and a beta of 0.77.
Visa (NYSE:V – Get Free Report) last issued 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 business had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the prior year, the business earned $2.76 earnings per share. The business’s revenue was up 17.1% on a year-over-year basis. As a group, equities research analysts forecast that Visa Inc. will post 13.09 earnings per share for the current fiscal year.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.
Visa declared that its board has approved a stock buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its stock is undervalued.
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.
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