Sigma Planning Corp lessened its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 9.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 32,470 shares of the credit-card processor’s stock after selling 3,252 shares during the quarter. Sigma Planning Corp’s holdings in Visa were worth $11,379,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds also recently made changes to their positions in V. Clayton Financial Group LLC raised its holdings in shares of 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 buying an additional 58 shares during the last quarter. Parvin Asset Management LLC raised its holdings in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the last quarter. PayPay Securities Corp raised its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares during the last quarter. Dorato Capital Management bought a new stake in shares of Visa during the fourth quarter valued at approximately $30,000. Finally, Imprint Wealth LLC bought a new stake in shares of Visa during the third quarter valued at approximately $39,000. Institutional investors own 82.15% of the company’s stock.
More Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style?score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy?side pressure. Why Visa is a Top Momentum Stock
- Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run?rate, which increases optionality for non?bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
- Positive Sentiment: Agentic/AI payments roll?out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent?initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
- Positive Sentiment: Crypto?card volume accelerating — On?chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near?term volume upside. Crypto Card Spending Surges
- Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
- Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
- Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5?1 plan), cutting his holdings substantially; even planned sales can spook investors and add short?term selling pressure. SEC Form 4
- Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate
Visa Trading Down 0.4%
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 for the quarter, compared to analysts’ expectations of $10.75 billion. During the same period in the previous 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 predict that Visa Inc. will post 12.97 EPS for the current fiscal year.
Visa declared that its board has approved a stock repurchase plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s leadership believes its stock is undervalued.
Visa Dividend Announcement
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 given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.
Insider Activity at Visa
In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction 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 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.12% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts recently commented on the company. Truist Financial dropped their target price on Visa from $372.00 to $361.00 and set a “buy” rating on the stock in a report on Friday, April 24th. UBS Group boosted their target price on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Morgan Stanley reissued an “overweight” rating and set a $415.00 target price on shares of Visa in a report on Wednesday. Finally, Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $387.25.
Get Our Latest Stock Analysis on Visa
About Visa
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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