W.G. Shaheen & Associates DBA Whitney & Co Grows Stock Holdings in Visa Inc. $V

W.G. Shaheen & Associates DBA Whitney & Co increased its stake in shares of Visa Inc. (NYSE:V) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 66,120 shares of the credit-card processor’s stock after buying an additional 3,164 shares during the quarter. Visa comprises about 1.8% of W.G. Shaheen & Associates DBA Whitney & Co’s holdings, making the stock its 15th largest position. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in Visa were worth $23,189,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in V. Corient Private Wealth LLC grew its holdings in shares of Visa by 110.4% during the second 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 grew its holdings in shares of 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 buying an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC grew its holdings in shares of 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 buying an additional 1,658,954 shares during the last quarter. Danske Bank A S acquired a new stake in Visa in the third quarter valued at about $565,684,000. Finally, Capital Research Global Investors lifted its position in Visa by 73.4% in the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after purchasing an additional 1,353,441 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

V stock opened at $330.66 on Friday. The firm has a 50 day moving average of $310.11 and a 200-day moving average of $327.41. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51. 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 company has a market cap of $600.21 billion, a price-to-earnings ratio of 28.80, a PEG ratio of 1.91 and a beta of 0.80.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating 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 last year, the firm earned $2.76 EPS. The company’s revenue for the quarter was up 17.1% on a year-over-year basis. As a group, equities analysts expect that Visa Inc. will post 12.88 EPS for the current fiscal year.

Visa declared that its Board of Directors has initiated a stock buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in 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 a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The business also recently disclosed 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 dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s payout ratio is currently 25.14%.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

V has been the subject of a number of recent analyst reports. UBS Group raised their price objective on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Bank of America initiated coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. TD Cowen restated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Finally, BMO Capital Markets initiated coverage on shares of Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. 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 company’s stock. Based on data from MarketBeat.com, Visa currently has an average rating of “Buy” and a consensus price target of $387.25.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beat, guidance raise and big buyback — Visa posted stronger?than?expected Q2 revenue and EPS, raised fiscal?year growth targets and authorized a $20B share?repurchase program, fueling analyst upgrades and post?earnings momentum. Visa Q2 Earnings Beat
• Positive Sentiment: Stablecoin settlement expansion — Visa expanded its stablecoin pilot to additional chains and said the program hit roughly a $7B annualized run rate, signaling traction for on?chain settlement options and new revenue pathways. Visa Adds Polygon, Base Support
• Positive Sentiment: Agentic Ready global roll?out — Visa is accelerating its Agentic Ready program (AI?agent payments) across APAC and LatAm to position its network as the default rail for emerging “agentic” commerce. This supports the long?term growth narrative. Visa Launches Agentic Ready
• Positive Sentiment: Analyst support — Banks and boutiques have raised price targets and reiterated buy/overweight views after the earnings beat, adding momentum to investor sentiment. Analyst Coverage
• Neutral Sentiment: Corporate card adoption trend — A Visa?backed PYMNTS/Visa survey shows high card usage among middle?market firms to speed cash flow, which supports volume but is a gradual, structural tailwind. 61% Use Cards to Speed Cash Flow
• Neutral Sentiment: Third?party innovation using Visa rails — Startups are issuing corporate/AI agent cards (e.g., Oobit), showing demand for Visa infrastructure but creating evolving fee dynamics that are not yet material. Oobit Agent Cards
• Neutral Sentiment: Peer/sector noise — Mastercard posted upside but its stock fell; card?network reactions can be idiosyncratic, producing short?term volatility even after strong results. Mastercard Earnings
• Negative Sentiment: CEO insider sale — CEO Ryan McInerney sold 31,455 shares under a pre?arranged 10b5?1 plan; large, disclosed insider sales can trigger short?term selling pressure despite being planned. SEC Form 4
• Negative Sentiment: AI + stablecoin structural risk — While Visa pitches AI and stablecoins as opportunities, investors note the threat that agentic commerce or native on?chain rails could bypass traditional fees, representing a medium?to?long?term earnings risk. MarketBeat Analysis

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.