Lmcg Investments LLC Acquires 4,336 Shares of Visa Inc. $V

Lmcg Investments LLC lifted its holdings in Visa Inc. (NYSE:V) by 6.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 67,591 shares of the credit-card processor’s stock after acquiring an additional 4,336 shares during the quarter. Visa makes up about 1.2% of Lmcg Investments LLC’s holdings, making the stock its 21st largest holding. Lmcg Investments LLC’s holdings in Visa were worth $20,429,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. lifted its stake in shares of Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY lifted its stake in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’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 transaction, the chief executive officer directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,625,440. This trade represents a 9.92% 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. Over the last quarter, insiders sold 75,581 shares of company stock valued at $25,627,975. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

V has been the topic of several analyst reports. Robert W. Baird set a $412.00 target price on Visa and gave the company an “outperform” rating in a research note on Monday. Weiss Ratings upgraded shares of Visa from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Oppenheimer reaffirmed an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Evercore set a $350.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Finally, Barclays initiated coverage on shares of Visa in a research report on Tuesday. They set an “overweight” rating and a $420.00 target price for the company. Six analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $397.91.

Visa Trading Down 1.3%

Shares of NYSE:V opened at $347.66 on Thursday. 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 firm has a market capitalization of $623.62 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.88 and a beta of 0.75. The business’s 50-day moving average is $329.75 and its 200 day moving average is $324.89. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $365.02.

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, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the previous year, the firm earned $2.76 earnings per share. The company’s revenue was up 17.1% on a year-over-year basis. On average, research analysts predict that Visa Inc. will post 13.1 earnings per share for the current fiscal year.

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

Visa Announces Dividend

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

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa continues to benefit from bullish coverage around its multi-rail payments strategy, which expands beyond cards into faster transfers, AI-driven commerce, and digital currency support. That keeps the long-term growth story intact. Article: Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?
• Positive Sentiment: New use cases for Visa cards are still emerging, including Givebutter’s rollout of built-in Visa spend cards for nonprofit fundraising and operations, which supports network usage and transaction volume. Article: Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards
• Positive Sentiment: Visa is also being highlighted as a beneficiary of broader cashless-commerce trends, with analysts saying the company remains a key winner as mobile and digital payments accelerate. Article: Top Mobile Payments Stocks to Buy as Cashless Commerce Accelerates
• Neutral Sentiment: Several articles framed Visa as a strong long-term business or discussed valuation, but these were mostly analysis pieces rather than fresh catalysts for the stock. Article: Visa: A Strong Player in a Disruptive Payments Landscape
• Neutral Sentiment: Visa also announced it will report fiscal third-quarter results on July 28, which sets up a key near-term event but does not change fundamentals yet. Article: Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Negative Sentiment: Sentiment is being held back by Visa shares declining more than the broader market in recent trading, suggesting investors are locking in gains or rotating out of the stock. Article: Visa (V) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Investors are also digesting a pre-arranged insider sale by General Counsel Julie Rottenberg, which can modestly weigh on sentiment even if it was not discretionary. Article: Julie Rottenberg Sells 2,027 Shares of Visa (NYSE:V) Stock

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.