Trajan Wealth LLC Has $34.01 Million Stock Holdings in Visa Inc. $V

Trajan Wealth LLC lifted its stake in shares of Visa Inc. (NYSE:V) by 8.6% during the fourth quarter, Holdings Channel reports. The firm owned 96,977 shares of the credit-card processor’s stock after purchasing an additional 7,687 shares during the quarter. Visa makes up approximately 1.4% of Trajan Wealth LLC’s portfolio, making the stock its 17th largest holding. Trajan Wealth LLC’s holdings in Visa were worth $34,011,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Clayton Financial Group LLC raised its position 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 worth $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp raised its position 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 worth $26,000 after purchasing an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new stake in shares of Visa during the fourth quarter worth $26,000. Parvin Asset Management LLC raised its position 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 worth $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management acquired a new stake in shares of Visa during the fourth quarter worth $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 42,744 shares of company stock valued at $14,356,010. Company insiders own 0.12% of the company’s stock.

Visa Trading Up 0.4%

V stock opened at $331.18 on Thursday. The business has a fifty day moving average price of $312.03 and a 200 day moving average price of $325.46. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The stock has a market capitalization of $594.06 billion, a price-to-earnings ratio of 28.85, a P/E/G ratio of 1.76 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.

Visa (NYSE:V) last released 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 firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business’s revenue was up 17.1% on a year-over-year basis. During the same period last year, the firm posted $2.76 EPS. Analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa announced that its board has approved a stock buyback 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 believes its shares are undervalued.

Visa Announces Dividend

The business 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 $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 target price on the stock. TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price target on shares of Visa in a report on Friday, January 30th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 target price on shares of Visa in a report on Friday, January 30th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $387.67.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a new partnership with Trip.com in Asia-Pacific to combine its payment network with personalized travel bookings, a move that could expand Visa’s reach with digital-first travelers and support cross-border payment volume. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Positive Sentiment: Visa launched an “Agentic Ready” program in the UAE and has been discussing AI shopping/agentic commerce, reinforcing the idea that it wants to be a key payments layer for future AI-driven transactions. Visa launches ‘Agentic Ready’ programme in UAE
• Positive Sentiment: Several recent analyst pieces remained constructive on Visa, including coverage calling it a top long-term stock and noting favorable valuation, balance sheet strength, and growth themes in AI commerce and value-added services. Why Visa (V) is a Top Stock for the Long-Term
• Positive Sentiment: Brokerage sentiment was reported as an average “Buy,” which supports confidence in the stock’s outlook. Visa Inc. (NYSE:V) Receives Average Recommendation of “Buy” from Brokerages
• Neutral Sentiment: Visa released its Spring 2026 Threats Report showing criminals are increasingly using AI-powered social engineering, underscoring ongoing fraud risks but also highlighting Visa’s strengthening payment-security capabilities. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Neutral Sentiment: Visa also generated publicity through community and World Cup-related campaigns, including a Toronto soccer park and small-business promotions, which help brand visibility but are less likely to move the stock on their own. Visa Canada Brings Visa Street Soccer Park to Toronto
• Negative Sentiment: News that Berkshire Hathaway fully exited its Visa stake may weigh on sentiment, since it removes a high-profile long-term investor from the shareholder base. Greg Abel Just Sold Berkshire Hathaway’s Stake in Visa and Mastercard and Initiated a New Position in a Stock That Warren Buffett Sold 6 Years Ago

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.