Violich Capital Management Inc. Buys 1,674 Shares of Visa Inc. $V

Violich Capital Management Inc. grew its stake in Visa Inc. (NYSE:V) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 143,357 shares of the credit-card processor’s stock after purchasing an additional 1,674 shares during the period. Visa comprises about 5.6% of Violich Capital Management Inc.’s investment portfolio, making the stock its 5th biggest position. Violich Capital Management Inc.’s holdings in Visa were worth $50,277,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Sonoma Allocations LLC acquired a new stake in shares of Visa during the 3rd quarter valued at about $710,000. Invariant Investment Management acquired a new position in Visa in the fourth quarter valued at about $969,000. Vanguard Group Inc. boosted its position in Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after buying an additional 1,054,343 shares in the last quarter. Federated Hermes Inc. boosted its position in Visa by 24.1% in the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after buying an additional 159,906 shares in the last quarter. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Visa by 2.6% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after buying an additional 14,581 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Trading Up 0.9%

Shares of NYSE V opened at $321.58 on Friday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a market cap of $583.72 billion, a PE ratio of 28.01, a P/E/G ratio of 1.71 and a beta of 0.78. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a 50-day moving average of $310.67 and a two-hundred day moving average of $326.72.

Visa (NYSE:V) last announced 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. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the firm posted $2.76 earnings per share. The company’s revenue was up 17.1% on a year-over-year basis. As a group, equities analysts expect that Visa Inc. will post 13.06 earnings per share for the current fiscal year.

Visa Announces Dividend

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

Visa announced that its board has authorized a share 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 usually an indication that the company’s board of directors believes its stock is undervalued.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a research report on Wednesday, January 28th. Bank of America assumed coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target on the stock. TD Cowen restated a “buy” rating on shares of Visa in a research report on Friday, January 30th. UBS Group boosted their price target on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, Citigroup reduced 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 investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $387.25.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks Research issued a series of estimate revisions that are net-positive: multiple quarter and full-year EPS lifts (FY2026–FY2028 upgrades and several quarterly raises) that imply stronger forward earnings momentum for Visa. (No single article link available)
• Positive Sentiment: Visa is piloting stablecoin settlement with Wealthsimple in Canada and expanding its Visa Destinations travel perks program — moves that could deepen engagement, create new settlement revenue streams and position Visa on digital dollar rails. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnered with RemitBee to integrate Visa Direct for real?time cross?border payouts across ~190 countries/150 currencies — a practical expansion of Visa’s push into faster cross?border flows and remittances, which can boost volume and fee revenue. Visa Canada and RemitBee Team to Simplify Cross-Border Payments
• Positive Sentiment: Partnerships enabling Visa A2A (account?to?account) recurring payments are expanding (HES FinTech/Acquired.com), supporting product diversification beyond card?swipe fees. HES FinTech Expands Partnership with Acquired.com to Deliver Next-Generation Recurring Payments via Visa A2A
• Neutral Sentiment: Broader payments sector strength: fintechs like Chime reported resilience in consumer spending, which supports transaction volumes industry?wide and helped Visa’s recent quarterly performance. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Commentary on agentic commerce warns disputes/consent architectures aren’t ready for transactions initiated by autonomous agents — a longer?term operational/dispute risk area for processors and networks if not addressed. The infrastructure gap in agentic commerce: payments are ready, disputes are not
• Negative Sentiment: UK competition regulators opened an investigation into PayPal, Visa and Mastercard over possible anti?competitive conduct tied to PayPal’s wallet funding/use — a regulatory risk that could lead to enforcement, remedies or changes to business practices in key markets. PayPal, Visa and Mastercard Face UK Competition Investigation

Insider Buying and Selling

In related news, Director Lloyd Carney sold 650 shares of the business’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 transaction of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’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 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. This trade represents 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. Insiders own 0.12% of the company’s stock.

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.