Telos Capital Management Inc. Has $18.97 Million Position in Visa Inc. $V

Telos Capital Management Inc. boosted its holdings in Visa Inc. (NYSE:V) by 3.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,770 shares of the credit-card processor’s stock after acquiring an additional 1,898 shares during the quarter. Visa accounts for about 1.8% of Telos Capital Management Inc.’s investment portfolio, making the stock its 14th biggest position. Telos Capital Management Inc.’s holdings in Visa were worth $18,972,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in V. Norges Bank acquired a new stake in Visa during the fourth quarter valued at approximately $5,877,738,000. Cardano Risk Management B.V. raised its holdings in shares of Visa by 867.6% in the 4th quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after buying an additional 7,364,762 shares in the last quarter. J. Stern & Co. LLP lifted its position in shares of Visa by 12,497.1% during the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after buying an additional 3,351,223 shares during the period. Victory Capital Management Inc. lifted its position in shares of Visa by 48.2% during the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock worth $2,282,472,000 after buying an additional 2,116,463 shares during the period. Finally, Corient Private Wealth LLC lifted its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction dated 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 transaction, 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 ownership of the stock. 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. 0.12% of the stock is owned by insiders.

Visa Price Performance

Shares of V stock opened at $328.95 on Wednesday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $359.66. The stock has a market cap of $590.06 billion, a PE ratio of 28.65, a PEG ratio of 1.74 and a beta of 0.77. 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 firm’s 50 day moving average price is $322.10 and its two-hundred day moving average price is $324.18.

Visa (NYSE:V) last issued its 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 during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the company 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 has approved a share buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Visa Dividend Announcement

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

Analysts Set New Price Targets

V has been the topic of a number of analyst reports. Truist Financial set a $371.00 price target on Visa and gave the company a “buy” rating in a research report on Tuesday, May 12th. Cantor Fitzgerald reissued an “overweight” rating and set a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets started coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price on the stock. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Finally, UBS Group increased their target price on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Six research 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $387.78.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched an AI-powered “Everyday Cashback” program in the UAE, expanding into personalized rewards and merchant solutions, which could strengthen long-term growth beyond core payments. Visa (V) Launches AI Driven Everyday Cashback In UAE With Mashreq And Rezolve AI
• Positive Sentiment: Analysts highlighted Visa’s AI-driven rewards push as strategically important because it may increase bank and merchant participation across Visa’s network. Visa’s AI-Driven Rewards Push: A Small Move With Strategic Value
• Neutral Sentiment: Visa was also mentioned in a B2B payments update tied to its Commercial Enhanced Data Program, underscoring continued adoption of its data-validation tools for corporate payments. Boost Payment Solutions Reports Measurable Progress on CEDP Qualification, Delivering Tens of Millions in Customer Savings
• Neutral Sentiment: Visa remains in the spotlight as a widely watched stock, with investors tracking whether its AI partnerships can offset broader growth concerns. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: European lawmakers advanced a digital euro framework aimed at reducing reliance on Visa and other U.S. payment networks, which could intensify long-term competition in Europe. European Parliament Committee Advances Digital Euro Framework in Historic Vote
• Negative Sentiment: Separate reports said the EU’s digital euro plan is explicitly designed to cut dependence on Visa, Mastercard, and Apple Pay, adding another overhang for Visa’s international payments business. EU Digital Euro Plan Takes Aim at Visa, Mastercard, and Apple Pay
• Negative Sentiment: The European Parliament’s backing of a digital euro, expected to launch by 2029, could reduce U.S. dominance in payments and pressure Visa’s long-term share in Europe. European Parliament backs long-awaited digital euro to reduce US dominance in payments
• Negative Sentiment: Another EU report noted the bloc wants to cut its reliance on U.S. payment systems such as Visa and Mastercard, reinforcing the regulatory and competitive risk in Europe. EU bets on digital euro to cut US tech addiction

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.