Visa Inc. $V Shares Sold by Main Street Research LLC

Main Street Research LLC decreased its stake in shares of Visa Inc. (NYSE:V) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 174,088 shares of the credit-card processor’s stock after selling 3,005 shares during the quarter. Visa comprises 3.4% of Main Street Research LLC’s holdings, making the stock its 11th biggest position. Main Street Research LLC’s holdings in Visa were worth $61,055,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Zeno Equity Partners LLP acquired a new position in Visa during the 4th quarter valued at approximately $12,430,000. RHL Group LLC acquired a new position in Visa during the 4th quarter valued at approximately $34,000. SLT Holdings LLC increased its stake in Visa by 28.4% during the 4th quarter. SLT Holdings LLC now owns 1,358 shares of the credit-card processor’s stock valued at $476,000 after purchasing an additional 300 shares in the last quarter. Elite Life Management LLC increased its stake in shares of Visa by 48.5% in the fourth quarter. Elite Life Management LLC now owns 2,097 shares of the credit-card processor’s stock worth $695,000 after acquiring an additional 685 shares during the period. Finally, Redstone Wealth Management LLC acquired a new stake in shares of Visa in the fourth quarter worth $284,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on V. Piper Sandler set a $160.00 price objective on shares of Visa in a research note on Wednesday, January 28th. BMO Capital Markets began coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective on the stock. 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. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Finally, Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $387.67.

Visa Stock Up 0.1%

NYSE:V opened at $329.21 on Monday. The firm has a market capitalization of $590.53 billion, a P/E ratio of 28.68, a PEG ratio of 1.76 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company’s fifty day moving average price is $312.77 and its 200-day moving average price is $325.34. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51.

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

Visa Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is currently 23.34%.

Visa announced that its board has approved 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 an indication that the company’s board believes its shares are undervalued.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its push into digital payments by testing stablecoin settlement in Canada and advancing AI-enabled “agentic commerce” tools, which could support long-term transaction growth and keep the company relevant as payment methods evolve. Visa Tests Stablecoin Settlement And AI Commerce To Shape Future Fees
• Positive Sentiment: Visa’s partnership with Trip.com to target digital-first travelers in Asia-Pacific adds another growth avenue in travel spending, a high-volume category that can boost payment network activity. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Neutral Sentiment: Several reports framed Visa as a long-term beneficiary of crypto and blockchain adoption, but these pieces were more thesis-driven than near-term catalysts for the stock. Crypto and Blockchain Stocks Positioned for Long-Term Growth
• Neutral Sentiment: Visa continues to receive favorable analyst coverage, with brokerages assigning an average “Buy” rating, which supports sentiment but does not appear to be a new catalyst. Visa Inc. Receives Average Recommendation of “Buy” from Brokerages
• Negative Sentiment: Visa is facing renewed regulatory scrutiny in the U.K. and Europe, where authorities are pushing for more fee transparency and alternative payment options, raising the risk of pressure on card-network fees and market power. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
• Negative Sentiment: The UK Payments Systems Regulator also proposed new reporting rules for Visa and Mastercard after saying the two networks do not face effective competition, reinforcing concerns about tighter oversight. UK PSR proposes new reporting rules for Mastercard and Visa
• Negative Sentiment: Visa’s own fraud warnings highlight a rising threat from AI-powered scams and criminal targeting of consumers, which could increase compliance and security costs even if the company is helping defend against the problem. Visa Says Criminals Target People as Core Payment Security Tightens

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were 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 approximately $5,161,284.36. This represents a 67.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is owned by company insiders.

Visa Company 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.