Heritage Investors Management Corp Grows Stake in Visa Inc. $V

Posted by Brenda Bartman on May 22nd, 2026

Heritage Investors Management Corp raised its stake in Visa Inc. (NYSE:V – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,064 shares of the credit-card processor’s stock after acquiring an additional 2,978 shares during the quarter. Heritage Investors Management Corp’s holdings in Visa were worth $15,454,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake 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 buying an additional 1,054,343 shares in the last quarter. Capital World Investors lifted its stake in shares of Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after buying an additional 193,288 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Visa by 4.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after buying an additional 530,995 shares in the last quarter. Legal & General Group Plc lifted its stake in shares of Visa by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock valued at $4,253,224,000 after buying an additional 399,845 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Visa by 12.2% during the 3rd quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after buying an additional 1,298,435 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa announced new strategic partnerships and brand initiatives, including a collaboration with Trip.com in Asia-Pacific and a fan-focused soccer activation in Toronto, which support volume growth, merchant engagement, and brand visibility. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
Positive Sentiment: Analysts continue to view Visa favorably, citing a strong balance sheet, attractive valuation versus peers, and growth opportunities in AI commerce, stablecoins, and value-added services. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
Positive Sentiment: Visa highlighted growing demand for its agentic AI and digital payment tools, including a new “Agentic Ready” program in the UAE and messaging around making AI shoppers as trusted as human ones, which may help the market see the company as well positioned for next-generation commerce. Visa Wants to Make AI Shoppers as Trusted as Human Ones
Neutral Sentiment: Visa’s Spring 2026 Threats Report warned that AI-fueled scams and social engineering are accelerating fraud, underscoring a tougher security landscape. While this could increase the need for Visa’s fraud-prevention solutions, it also highlights an ongoing risk for the payments ecosystem. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
Negative Sentiment: Recent headlines about Berkshire Hathaway fully exiting its Visa stake may create some overhang, since Warren Buffett’s former ownership had been viewed as a vote of confidence in the company. Greg Abel Just Sold Berkshire Hathaway’s Stake in Visa and Mastercard…

Visa Trading Up 0.2%

Shares of V opened at $331.28 on Friday. The stock has a market capitalization of $594.23 billion, a P/E ratio of 28.86, a PEG ratio of 1.77 and a beta of 0.78. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a fifty day simple moving average of $312.36 and a two-hundred day simple moving average of $325.40. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51.

Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. During the same period last year, the company posted $2.76 EPS. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. On average, research analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis 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 of Directors has initiated a stock repurchase plan on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

V has been the topic of several recent analyst reports. Morgan Stanley reiterated an “overweight” rating and issued a $415.00 target price on shares of Visa in a research note on Wednesday, April 29th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research note on Wednesday, January 28th. UBS Group increased their price target on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Finally, BMO Capital Markets started coverage on shares of Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target on the stock. Six investment 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. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $387.67.

View Our Latest Stock Report on Visa

Insider Buying and Selling at Visa

In related news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the sale, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is owned by corporate insiders.

Visa Company Profile

(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.