Sandro Wealth Management LLC Makes New Investment in Visa Inc. $V

Sandro Wealth Management LLC bought a new position in Visa Inc. (NYSE:V) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 9,383 shares of the credit-card processor’s stock, valued at approximately $3,291,000. Visa comprises approximately 2.7% of Sandro Wealth Management LLC’s portfolio, making the stock its 8th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in V. Brighton Jones LLC increased its stake in Visa by 50.1% in the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. increased its stake in Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY increased its stake in Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after acquiring an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Visa by 13.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after acquiring an additional 2,230 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style?score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy?side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run?rate, which increases optionality for non?bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll?out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent?initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto?card volume accelerating — On?chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near?term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5?1 plan), cutting his holdings substantially; even planned sales can spook investors and add short?term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Visa Price Performance

Shares of Visa stock opened at $328.43 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.11 and a debt-to-equity ratio of 0.64. The firm has a market capitalization of $596.16 billion, a PE ratio of 28.61, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. The business’s 50-day moving average price is $310.11 and its 200-day moving average price is $327.30. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings data 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. The firm had revenue of $11.23 billion for 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 company’s revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the company earned $2.76 EPS. Sell-side analysts forecast that Visa Inc. will post 12.98 EPS for the current fiscal year.

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

Visa Announces Dividend

The business 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 dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, 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.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on V. Rothschild & Co Redburn set a $385.00 target price on Visa in a research note on Wednesday, January 28th. BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective on the stock. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price objective on the stock. Bank of America assumed coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Finally, Piper Sandler set a $160.00 price objective on Visa in a research report on Wednesday, January 28th. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $387.25.

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.