International Assets Investment Management LLC Acquires 3,005 Shares of Visa Inc. $V

International Assets Investment Management LLC lifted its holdings in Visa Inc. (NYSE:V) by 8.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 39,749 shares of the credit-card processor’s stock after purchasing an additional 3,005 shares during the period. Visa accounts for approximately 0.8% of International Assets Investment Management LLC’s portfolio, making the stock its 22nd biggest holding. International Assets Investment Management LLC’s holdings in Visa were worth $13,940,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Clayton Financial Group LLC increased its stake in shares of Visa by 446.2% in 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 increased its stake in shares of Visa by 102.7% in 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. bought a new position in shares of Visa in the fourth quarter worth about $26,000. Parvin Asset Management LLC increased its stake in shares of Visa by 200.0% in 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 bought a new position in shares of Visa in the fourth quarter worth about $30,000. 82.15% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on V shares. Citigroup lowered their price target on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Raymond James Financial restated an “outperform” rating and set a $389.00 price target on shares of Visa in a research note on Wednesday, April 29th. Bank of America started coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price target on the stock. BMO Capital Markets started coverage on Visa in a research note on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target on the stock. Finally, Rothschild & Co Redburn set a $385.00 price target on Visa in a research note on Wednesday, January 28th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $387.25.

Visa Trading Up 0.9%

Shares of V opened at $321.58 on Friday. 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 stock’s 50-day moving average price is $310.67 and its 200 day moving average price is $326.72. The firm has a market capitalization of $583.72 billion, a price-to-earnings ratio of 28.01, a P/E/G ratio of 1.71 and a beta of 0.78. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51.

Visa (NYSE:V) last released its quarterly earnings data 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 company 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%.The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.76 earnings per share. As a group, research analysts predict that Visa Inc. will post 13.06 earnings per share for the current year.

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 issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.

Visa declared that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. The trade was 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, 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 value of $201,253.00. Following the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and other analyst notes show net upward revisions to annual earnings (FY2026–FY2028) after Visa’s recent quarter, supporting a higher earnings trajectory and investor optimism. Visa’s Q2 Beat Sparks Estimate Upgrades
• Positive Sentiment: Product/partnership initiatives expanding Visa’s addressable market: pilot of stablecoin settlement with Wealthsimple in Canada and broader rollout of Visa Destinations travel perks should deepen engagement and open new revenue channels. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnerships to speed cross?border and real?time transfers (RemitBee) and A2A/cVRP integrations with payments platforms expand transaction volume opportunities and product stickiness. Visa Canada and RemitBee to Power Instant, Secure Canadian Cross-Border Payments
• Positive Sentiment: Partnerships with fintechs (HES FinTech / Acquired.com) to deliver Visa A2A recurring payments signal product innovation that can capture more recurring flows. HES FinTech Expands Partnership with Acquired.com
• Neutral Sentiment: Sector strength: reports of resilient consumer spending and fintech profitability are supportive for payments volumes, benefiting networks like Visa, though these are macro/sector drivers rather than company?specific catalysts. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Talent flow: a former Visa engineering leader joining a payments infrastructure startup is notable for the industry but has limited near?term impact on Visa’s fundamentals. Tabski Expands Platform, Appoints Visa Veteran Ninad Narkhede
• Negative Sentiment: Regulatory risk: UK competition regulators opened a probe into PayPal, Visa and Mastercard over potential anti?competitive conduct tied to PayPal’s digital wallet — this increases legal/regulatory uncertainty for interchange and wallet competition. Mastercard, Visa and PayPal Hit With UK Competition Probe
• Negative Sentiment: Operational/legal warning: analysis on the “infrastructure gap” for agentic commerce warns that dispute arbitration without built?in consent/permission records could create complex, costly disputes for processors and merchants — a potential drag on margins and risk exposure over time. The infrastructure gap in agentic commerce: payments are ready, disputes are not

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.