KCM Investment Advisors LLC Has $53.20 Million Stake in Visa Inc. $V

KCM Investment Advisors LLC trimmed its position in shares of Visa Inc. (NYSE:V) by 1.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 151,682 shares of the credit-card processor’s stock after selling 2,117 shares during the quarter. Visa accounts for 1.7% of KCM Investment Advisors LLC’s investment portfolio, making the stock its 13th largest holding. KCM Investment Advisors LLC’s holdings in Visa were worth $53,196,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its position in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. raised its position in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after buying an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY raised its position in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after buying an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after buying an additional 2,230 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Visa

In other news, CFO Chris Suh sold 10,639 shares of the stock in a transaction 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 completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is currently owned by corporate insiders.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa unveiled a major partnership with OpenAI to embed its payment network into ChatGPT, allowing AI agents to shop and complete purchases with user permission. This positions Visa to stay central to the next phase of digital commerce and could open a new payment channel. Visa Partners with OpenAI to Power the Next Generation of AI Commerce
• Positive Sentiment: Visa also announced new AI, tokenization, and stablecoin settlement tools for programmable commerce, signaling that management is investing to defend its competitive moat and adapt to faster-moving payment rails. Visa Launches AI and Stablecoin Tools to Power Agentic Commerce
• Positive Sentiment: Several recent commentary pieces highlight Visa’s earnings growth, balance-sheet strength, and its expanding role in AI-driven commerce, which may be reinforcing investor confidence in the stock. Earnings Growth & Price Strength Make Visa (V) a Stock to Watch
• Neutral Sentiment: One report noted that Cuba’s central bank will suspend all Visa and Mastercard transactions after a processing partnership collapsed due to U.S. sanctions. The direct financial impact appears limited, but it is a reminder of Visa’s exposure to geopolitical and sanctions-related disruptions. Cuba’s Central Bank to Suspend all Visa (V) and Mastercard Transactions
• Negative Sentiment: Investor concern also surfaced around stablecoins, with Bill Gurley saying Visa and Mastercard are “heavily threatened” by them. That reinforces the market’s view that next-generation payment technologies could pressure long-term card network economics if adoption accelerates. Bill Gurley says Visa, and Mastercard are “heavily threatened” by stablecoins

Visa Stock Up 0.9%

Shares of NYSE:V opened at $321.98 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a market capitalization of $577.55 billion, a PE ratio of 28.05, a price-to-earnings-growth ratio of 1.72 and a beta of 0.77. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $363.01. The business has a fifty day moving average price of $318.69 and a two-hundred day moving average price of $324.40.

Visa (NYSE:V) last posted its quarterly earnings results 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. The company had revenue of $11.23 billion during 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%.The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.76 EPS. Analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa declared that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid 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 presently 23.34%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Evercore set a $350.00 price target on Visa in a research report on Wednesday, April 29th. Oppenheimer reissued an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target for the company. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Finally, Citigroup lowered their price target on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $387.78.

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.