J. Derek Lewis & Associates Inc. Purchases Shares of 2,456 Visa Inc. $V

J. Derek Lewis & Associates Inc. acquired a new stake in shares of Visa Inc. (NYSE:V) during the fourth quarter, Holdings Channel reports. The fund acquired 2,456 shares of the credit-card processor’s stock, valued at approximately $861,000.

Several other large investors have also recently modified their holdings of the stock. Vanguard Group Inc. grew its position in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after acquiring an additional 1,054,343 shares during the last quarter. State Street Corp lifted its position in Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares during the last quarter. Geode Capital Management LLC lifted its position in Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Visa by 1.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after purchasing an additional 716,218 shares during the period. Finally, Capital World Investors boosted its stake in shares of Visa by 0.8% during the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently commented on V. Raymond James Financial reaffirmed an “outperform” rating and issued a $389.00 target price on shares of Visa in a research note on Wednesday, April 29th. Oppenheimer reissued an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Citigroup decreased their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Finally, 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. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $387.78.

Visa Price Performance

Shares of Visa stock opened at $327.67 on Monday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a market cap of $587.76 billion, a PE ratio of 28.54, a P/E/G ratio of 1.75 and a beta of 0.77. The business has a 50 day moving average of $321.23 and a 200 day moving average of $324.20. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $359.66.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm’s revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.76 earnings per share. As a group, equities research analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors 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 payout ratio is currently 23.34%.

Visa declared that its board has approved a share 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 buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is being seen as a wide-moat, stable portfolio stock for 2H 2026, reinforcing investor confidence in its durable business model and earnings stability. Buy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026
• Positive Sentiment: Visa was upgraded to Zacks Rank #2 (Buy) on improving earnings optimism, a bullish signal that can attract momentum and fundamental investors. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Visa’s collaboration with Alchemy on AgentCard and Visa Intelligent Commerce expands its role in AI agent payments, potentially creating a new transaction channel over time. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Reports that Visa and Mastercard want to embrace stablecoins rather than fight them suggest the company is adapting to new payment rails instead of being disrupted by them. Visa and Mastercard Reportedly Want to Run Stablecoins, Not Fight Them. Here’s What It Means for Investors.
• Neutral Sentiment: Visa executives discussed stablecoins and cross-border payments at Money20/20, underscoring strategic priorities but offering no immediate financial update. Money 2020 EU Visa’s Tim Moncrieff on Stablecoins + Cross-Border Payments
• Neutral Sentiment: Additional coverage about AI agents using Visa-backed tokens and payment credentials supports the innovation narrative, but these developments are still early-stage and not yet material to near-term results. Visa and Mastercard Put Tokens in Charge of AI Commerce

Insider Activity

In related news, CEO Ryan Mcinerney sold 31,455 shares of the business’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 transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the 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 completion of the transaction, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by 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.