Visa Inc. $V Shares Sold by Northeast Investment Management

Posted by Stanley Muller on Jun 28th, 2026

Northeast Investment Management decreased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 238,085 shares of the credit-card processor’s stock after selling 4,817 shares during the period. Visa makes up 3.0% of Northeast Investment Management’s portfolio, making the stock its 7th biggest holding. Northeast Investment Management’s holdings in Visa were worth $71,959,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Clayton Financial Group LLC lifted its stake in Visa by 446.2% during 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 last quarter. PayPay Securities Corp boosted its stake in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in shares of Visa in the 4th quarter worth $26,000. Parvin Asset Management LLC grew its holdings in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Visa during the fourth quarter worth $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Price Performance

V opened at $336.96 on Friday. The firm has a market capitalization of $604.43 billion, a P/E ratio of 29.35, a PEG ratio of 1.80 and a beta of 0.77. The stock has a fifty day moving average of $323.36 and a 200-day moving average of $324.30. The company has a quick ratio of 1.09, a current 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 $359.66.

Visa (NYSE:V – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.76 earnings per share. Equities analysts forecast that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa declared that its Board of Directors has approved a share repurchase plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders 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 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Insider Activity

In other news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief financial officer 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 SEC filing for this sale provides additional information. Insiders own 0.12% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa launched Visa Destinations, a global travel platform now live in 10 major markets, designed to engage cardholders earlier in the travel journey and deepen use of Visa’s network through curated experiences and exclusive access. Visa Redefines Its Role in Travel With the Global Launch of Visa Destinations
Positive Sentiment: Visa expanded Visa Cloud Connect with Mintoak and Thredd in Asia Pacific, which could help fintechs and banks issue cards faster and broaden Visa’s reach in merchant SaaS and cloud-based issuing. Visa (V), Mintoak Partner to Expand Merchant SaaS Offerings Across Asia Pacific
Positive Sentiment: Analysts are highlighting Visa’s new travel push and international expansion efforts as potential future growth drivers, reinforcing the view that Visa can keep monetizing cross-border spending and travel-related activity. Can Visa’s New Travel Play Become Its Next Growth Driver?
Neutral Sentiment: Several recent write-ups on Visa’s travel and partner initiatives are largely descriptive, but they underscore investor focus on whether these new products can meaningfully add to growth over time. Visa Explores Travel Planning Space With Visa Destinations
Neutral Sentiment: One opinion piece argued Visa could be vulnerable to payment disruption, but it did not include new fundamental data and appears to be more of a long-term risk discussion than a near-term catalyst. Visa: May Be Next On The Disruption Hit List

Analysts Set New Price Targets

Several equities research analysts have recently commented on V shares. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets started coverage on Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $415.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Bank of America assumed coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price for the company. Finally, Truist Financial set a $371.00 target price on shares of Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Six analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $387.78.

Read Our Latest Stock Analysis on V

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.