Spinecap SAS Buys New Shares in Visa Inc. $V

Spinecap SAS bought a new position in shares of Visa Inc. (NYSE:V) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 32,604 shares of the credit-card processor’s stock, valued at approximately $11,435,000. Visa makes up about 4.9% of Spinecap SAS’s investment portfolio, making the stock its 7th biggest position.

Several other large investors also recently bought and sold shares of the stock. Clayton Financial Group LLC grew its position in shares of 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 buying an additional 58 shares in the last quarter. PayPay Securities Corp increased its stake in shares of 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 buying an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new stake in Visa in the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC raised its holdings in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in Visa in the fourth quarter worth approximately $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

V stock opened at $327.67 on Friday. The business has a 50 day moving average price of $320.85 and a 200 day moving average price of $324.21. The stock has a market cap of $587.76 billion, a price-to-earnings ratio of 28.54, a PEG ratio of 1.76 and a beta of 0.77. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $359.66. 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 (NYSE:V) last announced its quarterly 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 firm 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%.The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the company posted $2.76 earnings per share. Equities research analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa announced that its Board of Directors has authorized a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given 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 was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is 23.34%.

Insider Buying and Selling at Visa

In related news, 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 sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 transaction 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. This represents a 67.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is owned by company insiders.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Alchemy launched AgentCard with Visa Intelligent Commerce, giving AI agents a secure payment and identity layer with spending controls and support for both card-based and emerging machine-payment standards. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Visa was upgraded to Buy by Zacks, reflecting improved optimism around its earnings outlook and reinforcing a constructive near-term analyst view. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Revolut expanded Visa Click to Pay across millions of customers in the U.K. and Europe, which could broaden Visa’s digital checkout adoption and transaction volume. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Visa and Mintoak deepened their partnership to help Asia-Pacific acquirers offer merchant SaaS tools beyond payments, supporting Visa’s strategy to strengthen merchant relationships. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Neutral Sentiment: Several articles framed Visa as a beneficiary of broader interest in AI payments, tokenization, and durable card-network economics, which supports the long-term investment case but does not represent a single immediate catalyst. Visa and OpenAI integrate Visa’s secure global payment directly into ChatGPT
• Negative Sentiment: Some market commentary noted that a number of large institutional holders reduced their Visa positions in the latest quarter, which could weigh on sentiment even though it is not a direct operating issue. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Analysts Set New Price Targets

Several research firms have commented on V. Morgan Stanley reiterated an “overweight” rating and set a $415.00 price target on shares of Visa in a report on Wednesday, April 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets initiated coverage on shares of Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective for the company. Sanford C. Bernstein reiterated an “outperform” rating and set a $450.00 target price on shares of Visa in a research note on Tuesday, June 2nd. Finally, Weiss Ratings downgraded shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Six equities research 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’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $387.78.

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.