Lighthouse Financial Services Inc. ADV Invests $5.26 Million in Visa Inc. $V

Lighthouse Financial Services Inc. ADV bought a new position in shares of Visa Inc. (NYSE:V) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 14,995 shares of the credit-card processor’s stock, valued at approximately $5,259,000. Visa makes up about 1.2% of Lighthouse Financial Services Inc. ADV’s holdings, making the stock its 21st biggest holding.

A number of other hedge funds also recently modified their holdings of V. Corient Private Wealth LLC lifted its stake in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares during the last quarter. Holocene Advisors LP increased its position in Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares during the period. SG Americas Securities LLC increased its position in Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares during the period. Danske Bank A S bought a new position in Visa during the third quarter worth about $565,684,000. Finally, Capital Research Global Investors increased its position in Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock worth $1,091,528,000 after acquiring an additional 1,353,441 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the firm’s 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 approximately $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is owned by company insiders.

Visa Price Performance

V stock opened at $318.66 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. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The firm has a market cap of $578.43 billion, a P/E ratio of 27.76, a P/E/G ratio of 1.72 and a beta of 0.78. The company’s 50-day moving average price is $310.67 and its two-hundred day moving average price is $326.72.

Visa (NYSE:V) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 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 analyst estimates of $10.75 billion. During the same period last year, the firm earned $2.76 EPS. The business’s quarterly revenue was up 17.1% compared to the same quarter last year. On average, analysts anticipate that Visa Inc. will post 13.08 earnings per share for the current fiscal year.

Visa announced that its board has authorized a share repurchase plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is currently 23.34%.

Analyst Ratings Changes

A number of research firms recently commented on V. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research report on Monday, February 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $389.00 price target on shares of Visa in a research report on Wednesday, April 29th. Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. Loop Capital began coverage on shares of Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target on the stock. Finally, Citigroup lowered their price target 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. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Visa currently has an average rating of “Buy” and an average price target of $387.25.

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.