Tamar Securities LLC Increases Stock Holdings in Visa Inc. $V

Tamar Securities LLC lifted its stake in Visa Inc. (NYSE:V) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 71,531 shares of the credit-card processor’s stock after purchasing an additional 2,037 shares during the quarter. Visa comprises 2.6% of Tamar Securities LLC’s portfolio, making the stock its 16th biggest holding. Tamar Securities LLC’s holdings in Visa were worth $25,087,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Beacon Capital Management LLC lifted its stake in shares of Visa by 2.0% during the 3rd quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock worth $526,000 after acquiring an additional 30 shares during the last quarter. Chapman Financial Group LLC increased its holdings in Visa by 0.9% during the 3rd quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock worth $1,096,000 after purchasing an additional 30 shares during the period. Ransom Advisory Ltd increased its holdings in Visa by 0.3% during the 4th quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares during the period. TSA Wealth Managment LLC increased its holdings in shares of Visa by 4.9% in the 3rd quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor’s stock valued at $225,000 after acquiring an additional 31 shares during the period. Finally, Bank OZK increased its holdings in shares of Visa by 3.7% in the 3rd quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock valued at $293,000 after acquiring an additional 31 shares during the period. 82.15% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Citigroup lowered their price objective on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Truist Financial set a $371.00 price target on Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Morgan Stanley reissued an “overweight” rating and issued a $415.00 price objective on shares of Visa in a report on Wednesday, April 29th. Oppenheimer reissued an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Finally, UBS Group boosted their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Six 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. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $387.78.

Insider Activity at Visa

In related news, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred 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 sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.12% of the company’s stock.

Visa Price Performance

NYSE:V opened at $324.25 on Tuesday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $360.22. The stock has a 50 day moving average of $319.16 and a two-hundred day moving average of $324.30. 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 firm has a market cap of $581.62 billion, a P/E ratio of 28.24, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77.

Visa (NYSE:V) last issued its earnings results 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. The business had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.76 EPS. On average, analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Visa declared that its Board of Directors has authorized a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its stock is undervalued.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a new partnership with Rockefeller Center, becoming a Proud Partner of the Top of the Rock observation deck. The deal adds another high-profile consumer brand association and supports Visa’s premium travel and entertainment positioning. ROCKEFELLER CENTER AND VISA ANNOUNCE PARTNERSHIP FOR TOP OF THE ROCK OBSERVATION DECK
• Positive Sentiment: Visa was highlighted as a likely beneficiary of AI-driven fan and commerce activity tied to the FIFA World Cup 2026, which could reinforce transaction volume and brand visibility during a major global event. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
• Positive Sentiment: Coverage around Visa Direct and healthcare payouts underscored a large opportunity for faster real-time payment rails, supporting the investment case for Visa’s digital and B2B payment products. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
• Neutral Sentiment: Visa released its 2026 Global Travel Intentions study showing travelers in Asia-Pacific prefer familiarity, practicality, and flexibility amid shifting global conditions. The report is useful for long-term demand insights, but it is not a direct financial catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
• Neutral Sentiment: Some commentary noted Visa is “holding steady” amid macro concerns and market volatility, suggesting investors are treating the stock as relatively defensive rather than reacting to company-specific weakness. Visa (V) Holds Steady Amid Macro Concerns
• Neutral Sentiment: A separate article discussed a limited-edition FIFA World Cup 2026 Visa gift card with Blackhawk Network, which reinforces Visa’s consumer brand but is unlikely to move the stock on its own. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story

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.