Bollard Group LLC Decreases Holdings in Visa Inc. $V

Bollard Group LLC decreased its position in shares of Visa Inc. (NYSE:V) by 29.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,098 shares of the credit-card processor’s stock after selling 10,646 shares during the quarter. Bollard Group LLC’s holdings in Visa were worth $9,152,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Arrowstreet Capital Limited Partnership boosted its stake in shares of Visa by 116.5% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,966,045 shares of the credit-card processor’s stock worth $689,512,000 after acquiring an additional 1,058,052 shares in the last quarter. Atlas Capital Advisors Inc. acquired a new position in shares of Visa during the 4th quarter worth approximately $8,233,000. CreativeOne Wealth LLC raised its position in shares of Visa by 2.4% during the 4th quarter. CreativeOne Wealth LLC now owns 22,250 shares of the credit-card processor’s stock worth $7,803,000 after purchasing an additional 530 shares during the last quarter. Nan Shan Life Insurance Co. Ltd. raised its position in shares of Visa by 7.5% during the 4th quarter. Nan Shan Life Insurance Co. Ltd. now owns 357,317 shares of the credit-card processor’s stock worth $125,315,000 after purchasing an additional 25,000 shares during the last quarter. Finally, Cordoba Advisory Partners LLC acquired a new position in shares of Visa during the 4th quarter worth approximately $210,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction 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 directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were 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 owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa unveiled a major partnership with OpenAI to embed its payment network into ChatGPT, allowing AI agents to shop and complete purchases with user permission. This positions Visa to stay central to the next phase of digital commerce and could open a new payment channel. Visa Partners with OpenAI to Power the Next Generation of AI Commerce
• Positive Sentiment: Visa also announced new AI, tokenization, and stablecoin settlement tools for programmable commerce, signaling that management is investing to defend its competitive moat and adapt to faster-moving payment rails. Visa Launches AI and Stablecoin Tools to Power Agentic Commerce
• Positive Sentiment: Several recent commentary pieces highlight Visa’s earnings growth, balance-sheet strength, and its expanding role in AI-driven commerce, which may be reinforcing investor confidence in the stock. Earnings Growth & Price Strength Make Visa (V) a Stock to Watch
• Neutral Sentiment: One report noted that Cuba’s central bank will suspend all Visa and Mastercard transactions after a processing partnership collapsed due to U.S. sanctions. The direct financial impact appears limited, but it is a reminder of Visa’s exposure to geopolitical and sanctions-related disruptions. Cuba’s Central Bank to Suspend all Visa (V) and Mastercard Transactions
• Negative Sentiment: Investor concern also surfaced around stablecoins, with Bill Gurley saying Visa and Mastercard are “heavily threatened” by them. That reinforces the market’s view that next-generation payment technologies could pressure long-term card network economics if adoption accelerates. Bill Gurley says Visa, and Mastercard are “heavily threatened” by stablecoins

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on V. Truist Financial set a $371.00 price objective on Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Cantor Fitzgerald restated an “overweight” rating and set a $400.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Citigroup cut 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. Morgan Stanley restated an “overweight” rating and set a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Finally, Raymond James Financial restated an “outperform” rating and set a $389.00 price objective on shares of Visa in a research 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 issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $387.78.

Visa Trading Up 0.9%

Shares of V opened at $321.98 on Friday. The stock has a fifty day moving average of $318.69 and a two-hundred day moving average of $324.40. 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 company has a market capitalization of $577.55 billion, a PE ratio of 28.05, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $363.01.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.Visa’s revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the firm posted $2.76 EPS. As a group, analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

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

Visa Announces Dividend

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