Panagora Asset Management Inc. lowered its holdings in Visa Inc. (NYSE:V – Free Report) by 41.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 331,815 shares of the credit-card processor’s stock after selling 233,108 shares during the quarter. Panagora Asset Management Inc.’s holdings in Visa were worth $116,371,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Beacon Capital Management LLC increased its stake in shares of Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock worth $526,000 after acquiring an additional 30 shares during the period. Chapman Financial Group LLC increased its stake in shares of Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock worth $1,096,000 after acquiring an additional 30 shares during the period. Ransom Advisory Ltd increased its stake in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after acquiring an additional 30 shares during the period. TSA Wealth Managment LLC increased its stake in shares of Visa by 4.9% in the third quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor’s stock worth $225,000 after acquiring an additional 31 shares during the period. Finally, Bank OZK increased its stake in shares of Visa by 3.7% in the third quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after acquiring an additional 31 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.
Insider Activity
In other news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction dated 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 directly 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.12% of the company’s stock.
Analyst Upgrades and Downgrades
Read Our Latest Stock Analysis on Visa
Key Headlines Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced a new partnership with Rockefeller Center, becoming a Proud Partner of the Top of the Rock observation deck. The deal adds another high-profile consumer brand association and supports Visa’s premium travel and entertainment positioning. ROCKEFELLER CENTER AND VISA ANNOUNCE PARTNERSHIP FOR TOP OF THE ROCK OBSERVATION DECK
- Positive Sentiment: Visa was highlighted as a likely beneficiary of AI-driven fan and commerce activity tied to the FIFA World Cup 2026, which could reinforce transaction volume and brand visibility during a major global event. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
- Positive Sentiment: Coverage around Visa Direct and healthcare payouts underscored a large opportunity for faster real-time payment rails, supporting the investment case for Visa’s digital and B2B payment products. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
- Neutral Sentiment: Visa released its 2026 Global Travel Intentions study showing travelers in Asia-Pacific prefer familiarity, practicality, and flexibility amid shifting global conditions. The report is useful for long-term demand insights, but it is not a direct financial catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
- Neutral Sentiment: Some commentary noted Visa is “holding steady” amid macro concerns and market volatility, suggesting investors are treating the stock as relatively defensive rather than reacting to company-specific weakness. Visa (V) Holds Steady Amid Macro Concerns
- Neutral Sentiment: A separate article discussed a limited-edition FIFA World Cup 2026 Visa gift card with Blackhawk Network, which reinforces Visa’s consumer brand but is unlikely to move the stock on its own. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
Visa Stock Performance
Shares of NYSE V opened at $324.25 on Tuesday. The company’s fifty day moving average price is $319.16 and its 200 day moving average price is $324.30. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $360.22. The company has a market capitalization of $581.62 billion, a PE ratio of 28.24, a price-to-earnings-growth ratio of 1.72 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.
Visa (NYSE:V – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.76 earnings per share. On average, research analysts predict that Visa Inc. will post 13.09 earnings per share for the current year.
Visa announced that its board has initiated a stock buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.
Visa Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) 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.
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