Visa Inc. $V Shares Bought by Vest Financial LLC

Vest Financial LLC grew its stake in Visa Inc. (NYSE:V) by 9.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 176,066 shares of the credit-card processor’s stock after buying an additional 15,498 shares during the period. Visa makes up 0.8% of Vest Financial LLC’s investment portfolio, making the stock its 29th largest position. Vest Financial LLC’s holdings in Visa were worth $61,748,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Clayton Financial Group LLC raised its holdings in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after buying an additional 58 shares during the last quarter. Parvin Asset Management LLC raised its holdings in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the last quarter. PayPay Securities Corp raised its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the last quarter. Dorato Capital Management purchased a new position in shares of Visa during the fourth quarter worth $30,000. Finally, Imprint Wealth LLC purchased a new position in shares of Visa during the third quarter worth $39,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beat, revenue growth, and upgraded outlook — Visa reported fiscal Q2 EPS and revenue above Street forecasts, posted ~17% YoY revenue growth and raised its FY26 growth outlook, which underpins stronger near-term fundamentals. Business Wire: Q2 Results
• Positive Sentiment: $20B share buyback + dividend — The board authorized a new $20 billion multi-year repurchase program and declared a quarterly dividend, boosting EPS potential and returning capital to shareholders. QuiverQuant: Buyback & Capital Returns
• Positive Sentiment: Analyst bullishness — UBS raised its price target to $410 with a Buy and Cantor Fitzgerald reaffirmed overweight with a $400 target, providing fresh analyst support and upside relative to the current share level. Benzinga: Analyst Notes
• Positive Sentiment: Product/tech traction — Visa expanded its Agentic Ready program to Latin America and Asia (AI-driven, agentic payments) and broadened its stablecoin settlement pilot to Polygon, Base and others; stablecoin settlement run-rate is now ~$7B annualized, signaling long-term optionality beyond core rails. PYMNTS: Agentic Ready Expansion Cointelegraph: Stablecoin Pilot
• Neutral Sentiment: AI narrative support — Coverage highlights that Visa could benefit as AI agents transact with cards, boosting investor sentiment on future payments volume (largely thematic, long horizon). Yahoo Finance: AI Agents Story
• Neutral Sentiment: Peer/analyst context — Some analysts note Mastercard may catch similar momentum; these cross-company takes help frame sector moves but are secondary to Visa’s own results. Benzinga: Peer Commentary
• Neutral Sentiment: Institutional/ownership notes — Coverage on large fund positions and notable holders (e.g., Lone Pine interest) provides context on potential flows but doesn’t immediately change fundamentals. InsiderMonkey: Institutional Interest
• Negative Sentiment: Legal/settlement risk — Retailer objections to a proposed ~ $200B swipe-fee settlement with merchants remain a headline risk; an adverse resolution or expensive settlement could pressure margins or lead to longer regulatory scrutiny. PYMNTS: Settlement Objections
• Negative Sentiment: Insider selling — Recent disclosures show net insider sales activity, which some investors watch as a mild negative signal on near-term insider conviction. QuiverQuant: Insider Activity

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated 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 $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.12% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on V shares. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. UBS Group raised 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. BMO Capital Markets initiated coverage on shares of Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 target price for the company. Finally, Bank of America initiated coverage on shares of Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price target 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. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $387.25.

Visa Stock Up 8.1%

V stock opened at $334.49 on Thursday. The firm has a market cap of $607.15 billion, a PE ratio of 31.38, a P/E/G ratio of 1.78 and a beta of 0.80. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm’s fifty day moving average is $309.87 and its 200 day moving average is $327.38. Visa Inc. has a one year low of $293.89 and a one year high of $375.51.

Visa (NYSE:V) last announced its earnings results 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 50.23% and a return on equity of 61.74%. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same quarter last year, the business earned $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, research analysts forecast that Visa Inc. will post 12.84 EPS for the current year.

Visa announced that its Board of Directors has initiated a stock buyback 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 reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be given a $0.67 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 25.14%.

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.