Visa Inc. $V Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC trimmed its stake in Visa Inc. (NYSE:V) by 3.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 68,569 shares of the credit-card processor’s stock after selling 2,122 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Visa were worth $24,048,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of 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 purchasing an additional 1,054,343 shares during the period. Capital World Investors grew its position in shares of Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the period. Ameriprise Financial Inc. grew its position in shares of Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after purchasing an additional 530,995 shares during the period. Legal & General Group Plc grew its position in shares of Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock valued at $4,253,224,000 after purchasing an additional 399,845 shares during the period. Finally, Invesco Ltd. grew its position in shares of Visa by 12.2% in the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock valued at $4,067,032,000 after purchasing an additional 1,298,435 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of Visa 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 transaction, 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 sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.12% of the stock is currently owned by company insiders.

Visa News Summary

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

Visa Trading Up 8.1%

NYSE V opened at $334.49 on Thursday. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The company’s 50 day moving average price is $309.87 and its 200 day moving average price is $327.38. 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 has a market capitalization of $607.15 billion, a price-to-earnings ratio of 31.38, a PEG ratio of 1.78 and a beta of 0.80.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.74 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. Visa’s revenue was up 17.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.76 earnings per share. On average, sell-side analysts predict that Visa Inc. will post 12.84 EPS for the current year.

Visa announced that its Board of Directors has authorized a stock buyback program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is 25.14%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective for the company. UBS Group lifted their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research report on Friday, January 30th. Raymond James Financial reaffirmed an “outperform” rating and issued a $389.00 price objective on shares of Visa in a research report on Wednesday. Finally, BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Six research 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, the company currently has a consensus 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.