Visa Inc. $V is Northeast Investment Management’s 6th Largest Position

Posted by Brenda Bartman on May 13th, 2026

Northeast Investment Management trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 242,902 shares of the credit-card processor’s stock after selling 1,733 shares during the period. Visa comprises about 3.3% of Northeast Investment Management’s holdings, making the stock its 6th biggest holding. Northeast Investment Management’s holdings in Visa were worth $85,188,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Invariant Investment Management acquired a new position in shares of Visa during the 4th quarter valued at about $969,000. Vanguard Group Inc. increased its holdings in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its holdings in shares of Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after acquiring an additional 14,581 shares during the last quarter. Federated Hermes Inc. increased its holdings in shares of Visa by 24.1% during the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after acquiring an additional 159,906 shares during the last quarter. Finally, Mawer Investment Management Ltd. increased its holdings in shares of Visa by 11.3% during the 3rd quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor’s stock valued at $803,187,000 after acquiring an additional 238,872 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Price Performance

Shares of V stock opened at $326.41 on Wednesday. The stock has a 50 day moving average of $311.08 and a two-hundred day moving average of $326.25. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The company has a market capitalization of $585.50 billion, a P/E ratio of 28.43, a P/E/G ratio of 1.73 and a beta of 0.78.

Visa (NYSE:V – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS 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 company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter last year, the company earned $2.76 EPS. The company’s quarterly revenue was up 17.1% on a year-over-year basis. As a group, equities analysts expect that Visa Inc. will post 13.08 EPS for the current year.

Visa Announces Dividend

The business also recently announced 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 dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is 23.34%.

Visa declared that its board has approved a stock buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

V has been the subject of several research reports. BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Evercore set a $350.00 price objective on Visa in a research report on Wednesday, April 29th. UBS Group increased their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Piper Sandler set a $160.00 price objective on Visa in a research report on Wednesday, January 28th. Finally, Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $387.67.

Read Our Latest Stock Analysis on V

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was 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 in the company, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by company insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa announced a new partnership with Zilch and Thredd in the U.K. to roll out Visa Flexible Credential, expanding its network’s role in enabling more flexible ways for consumers to pay. Visa Flexible Credential Brings More Flexible Ways to Pay to Zilch Cardholders in the UK
Positive Sentiment: Visa also unveiled “Tap to Confirm” and “Tap to Activate” with Keyno and Fidelity Bank (Bahamas), showing continued product innovation around identity verification and secure card use. Your Card, Your Security. Tap: A Safer Way to Verify Identity
Positive Sentiment: Longer-term, a new Romania cards and payments report highlighted growth in digital wallets, ecommerce, and instant payments such as RoPay, all of which support Visa’s transaction network and adoption opportunities. Romania Cards and Payments Market Report 2026
Neutral Sentiment: Separately, an article arguing Visa and Mastercard remain dominant payments stocks adds to the broader bullish case, but it does not introduce a new company-specific catalyst. Visa vs. Mastercard: Better Payments Stock?
Neutral Sentiment: Coverage of Visa’s AI-commerce testing and concert-payment partnerships underscores ongoing innovation, though the market impact is likely limited unless these pilots translate into usage growth. Visa Tests AI Commerce And Concert Payments As Shares Trade Below Targets

About Visa

(Free Report)

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.