Rockbridge Capital Management LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 35.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,031 shares of the credit-card processor’s stock after buying an additional 5,293 shares during the quarter. Visa comprises 4.2% of Rockbridge Capital Management LLC’s holdings, making the stock its 11th largest position. Rockbridge Capital Management LLC’s holdings in Visa were worth $7,025,000 as of its most recent filing with the SEC.
A number of other institutional investors have also recently added to or reduced their stakes in V. Clayton Financial Group LLC raised its position in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the period. Parvin Asset Management LLC raised its position 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 purchasing an additional 50 shares during the period. PayPay Securities Corp raised its position in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 38 shares during the period. Cresta Advisors Ltd. purchased a new stake in Visa in the fourth quarter valued at $26,000. Finally, Dorato Capital Management purchased a new stake in Visa in the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Insider Activity at Visa
In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the company’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 sale, 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 the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’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 value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
More Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced a major partnership with OpenAI to enable secure payments inside ChatGPT, potentially opening a new channel for AI-driven commerce and reinforcing Visa’s role in digital transactions.
- Positive Sentiment: Visa is expanding its AI, tokenization, and stablecoin capabilities, which may strengthen its competitive moat and support longer-term payment volume growth.
- Positive Sentiment: Several analyst-style articles highlighted Visa as a stock to watch, citing earnings growth, price strength, and innovation momentum.
- Neutral Sentiment: Mastercard also unveiled AI-related payment tools and stablecoin initiatives, underscoring rising competition in agentic commerce rather than creating an immediate negative for Visa.
- Neutral Sentiment: Visa remains in the spotlight for the recently approved $38 billion swipe-fee settlement, but the latest coverage suggests the legal overhang is becoming more settled rather than newly pressured.
- Negative Sentiment: Despite the upbeat product news, the stock has been trading lower, likely reflecting profit-taking and investor caution about whether these AI initiatives will translate into near-term revenue.
Visa Trading Down 1.2%
NYSE:V opened at $319.21 on Friday. The stock has a 50-day simple moving average of $318.23 and a 200-day simple moving average of $324.42. The stock has a market cap of $572.60 billion, a P/E ratio of 27.81, a P/E/G ratio of 1.73 and a beta of 0.77. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $374.17. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the business earned $2.76 EPS. The business’s quarterly revenue was up 17.1% on a year-over-year basis. As a group, analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current fiscal year.
Visa declared that its board has authorized a stock repurchase 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 purchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.
Visa Announces Dividend
The business also recently disclosed 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 of this dividend was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is currently 23.34%.
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.
Read More
- Five stocks we like better than Visa
- Microsoft Just Gave Investors 3 Dates They Can’t Afford to Ignore
- NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
- The World Cup Is Coming—These 3 Stocks Could Cash In
- Spotify’s “North Star” Outlook Was Music to Investors Ears
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
