Rockefeller Capital Management L.P. Increases Position in Visa Inc. $V

Rockefeller Capital Management L.P. grew its position in shares of Visa Inc. (NYSE:V) by 4.3% during the fourth quarter, Holdings Channel reports. The firm owned 1,386,265 shares of the credit-card processor’s stock after acquiring an additional 57,451 shares during the quarter. Visa makes up approximately 0.9% of Rockefeller Capital Management L.P.’s portfolio, making the stock its 18th biggest holding. Rockefeller Capital Management L.P.’s holdings in Visa were worth $486,177,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Clayton Financial Group LLC lifted 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 in the last quarter. PayPay Securities Corp grew its position in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in Visa in the 4th quarter valued at about $26,000. Parvin Asset Management LLC increased its stake in Visa by 200.0% during 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 acquired a new stake in shares of Visa during the fourth quarter worth about $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

More 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

Wall Street Analysts Forecast Growth

V has been the subject of several recent research reports. Bank of America assumed coverage on shares of Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Evercore set a $350.00 target price on shares of Visa in a research note on Wednesday, April 29th. UBS Group increased their target price on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Loop Capital started coverage on shares of Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target for the company. Finally, BMO Capital Markets assumed coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target for the company. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus price target of $387.78.

Insider Buying and Selling

In other news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 transaction, the chief financial officer 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 position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.12% of the company’s stock.

Visa Stock Performance

Shares of V opened at $327.67 on Monday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $359.66. The stock has a market capitalization of $587.76 billion, a PE ratio of 28.54, a PEG ratio of 1.75 and a beta of 0.77. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The stock has a 50-day simple moving average of $321.23 and a 200-day simple moving average of $324.20.

Visa (NYSE:V) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.76 earnings per share. On average, analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s payout ratio is 23.34%.

Visa declared that its board has initiated a stock buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

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.