Kimelman & Baird LLC Sells 2,053 Shares of Visa Inc. $V

Kimelman & Baird LLC decreased its position in shares of Visa Inc. (NYSE:V) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 106,186 shares of the credit-card processor’s stock after selling 2,053 shares during the period. Visa accounts for about 2.9% of Kimelman & Baird LLC’s investment portfolio, making the stock its 15th largest position. Kimelman & Baird LLC’s holdings in Visa were worth $37,240,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in V. Clayton Financial Group LLC raised its stake in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after acquiring an additional 58 shares during the period. PayPay Securities Corp raised its stake in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. bought a new stake in Visa during the 4th quarter worth approximately $26,000. Parvin Asset Management LLC raised its stake in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management bought a new stake in Visa during the 4th quarter worth approximately $30,000. Institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa continues to benefit from strong fundamentals after its latest quarter beat expectations on both earnings and revenue, reinforcing confidence in transaction growth and profitability. Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away
• Positive Sentiment: Visa launched a global FIFA World Cup 2026 campaign with Jason Sudeikis, helping keep the brand in front of consumers and merchants ahead of a major sporting event. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Neutral Sentiment: Revolut’s new Dogecoin debit card underscores continued demand for cards that work on Visa and Mastercard networks, but the news does not directly change Visa’s earnings outlook. Revolut Launches Dogecoin Debit Card Across UK and EU
• Neutral Sentiment: Articles about X Money and Ripple-linked banking partner Cross River Bank mention Visa debit infrastructure, but the connection appears indirect and is not a clear catalyst for Visa shares. Ripple’s Banking Partner, Cross River Bank, Emerges in Elon Musk’s X Money Stack
• Neutral Sentiment: Coverage noting Visa as a trending stock mainly reflects investor attention rather than a new fundamental development. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It

Insider Buying and Selling

In related news, Director Lloyd Carney sold 650 shares of the business’s 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 sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Chris Suh sold 10,639 shares of the business’s 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 sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 42,744 shares of company stock worth $14,356,010. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on V shares. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Macquarie Infrastructure reiterated an “outperform” rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Raymond James Financial reiterated an “outperform” rating and set a $389.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Evercore set a $350.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Finally, Bank of America started coverage on shares of Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $387.67.

Visa Trading Up 2.3%

Visa stock opened at $333.14 on Tuesday. The stock has a market cap of $597.57 billion, a P/E ratio of 29.02, a PEG ratio of 1.74 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 Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm’s 50 day moving average price is $311.47 and its 200-day moving average price is $325.64.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating 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 quarter last year, the business posted $2.76 earnings per share. The company’s revenue for the quarter was up 17.1% compared to the same quarter last year. On average, equities analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa announced that its Board of Directors has authorized 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 reacquire up to 3.6% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Visa Dividend Announcement

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

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.