Strategic Global Advisors LLC lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 22.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 26,110 shares of the credit-card processor’s stock after selling 7,424 shares during the period. Visa comprises approximately 1.4% of Strategic Global Advisors LLC’s holdings, making the stock its 19th biggest holding. Strategic Global Advisors LLC’s holdings in Visa were worth $9,157,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in V. Beacon Capital Management LLC raised its holdings in Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock valued at $526,000 after acquiring an additional 30 shares in the last quarter. Chapman Financial Group LLC raised its holdings in Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after acquiring an additional 30 shares in the last quarter. Ransom Advisory Ltd raised its holdings in Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock valued at $3,313,000 after acquiring an additional 30 shares in the last quarter. TSA Wealth Managment LLC raised its holdings in Visa by 4.9% in the third quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor’s stock valued at $225,000 after acquiring an additional 31 shares in the last quarter. Finally, Bank OZK raised its holdings in Visa by 3.7% in the third quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock valued at $293,000 after acquiring an additional 31 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.
Key Stories 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
Wall Street Analyst Weigh In
Check Out Our Latest Stock Report on V
Visa Stock Up 0.6%
Visa stock opened at $324.25 on Tuesday. The company has a 50-day simple moving average of $319.16 and a 200-day simple moving average of $324.30. The firm has a market capitalization of $581.62 billion, a P/E ratio of 28.24, a P/E/G 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 Inc. has a one year low of $293.89 and a one year high of $360.22.
Visa (NYSE:V – Get Free Report) last released its quarterly 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. The business had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.76 earnings per share. As a group, equities analysts expect that Visa Inc. will post 13.09 earnings per share for the current year.
Visa Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were given a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio is currently 23.34%.
Visa declared that its Board of Directors has initiated a share buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.
Insider Activity
In other news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 dated Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.
Visa Company 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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