Suncoast Equity Management Sells 3,098 Shares of Visa Inc. $V

Suncoast Equity Management lowered its holdings in Visa Inc. (NYSE:V) by 2.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 148,389 shares of the credit-card processor’s stock after selling 3,098 shares during the quarter. Visa comprises about 5.3% of Suncoast Equity Management’s investment portfolio, making the stock its 5th largest position. Suncoast Equity Management’s holdings in Visa were worth $52,041,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of V. Clayton Financial Group LLC boosted its stake in 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 purchasing an additional 58 shares in the last quarter. PayPay Securities Corp lifted its stake 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 valued at $26,000 after acquiring an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new position in shares of Visa during the fourth quarter valued at $26,000. Parvin Asset Management LLC lifted its stake in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management acquired a new position in shares of Visa during the fourth quarter valued at $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 42,744 shares of company stock worth $14,356,010 over the last ninety days. 0.12% of the stock is currently owned by corporate insiders.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced an investment in Replit and is exploring payments integration for developers and AI agents, which could open a new channel for “agentic commerce” and future transaction volume. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Finix launched access to Visa’s Cybersource gateway, expanding merchant adoption of Visa’s acceptance tools and reinforcing its position in payment infrastructure. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Positive Sentiment: Visa’s AR and virtual-card integration for commercial payments could accelerate adoption by making B2B payments easier and more automated. Can Visa’s New AR Integration Accelerate Virtual Card Adoption?
• Positive Sentiment: Commentary on Visa as a long-term “tollbooth” on spending reinforced the bullish case for durable fee-based cash flows. Visa and Mastercard Still Look Like Long-Term Tollbooths on Spending
• Neutral Sentiment: Visa is getting more investor attention on Zacks, but the note appears to be a watchlist update rather than a new catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Visa’s Pismo unit argued that AI is exposing outdated banking technology, a theme that supports Visa’s modernization message but does not directly change near-term earnings. Visa’s Pismo Says AI Has Exposed Banking’s Old Tech Problem
• Neutral Sentiment: Crypto card spending is rising sharply, and Visa is reportedly capturing much of that flow through partnerships, which may be incremental but is still a relatively small part of the overall business. Crypto card monthly transaction volume surges 230% from 2025
• Negative Sentiment: One Zacks update noted Visa was down modestly since its last earnings report, suggesting some recent momentum has cooled despite the company’s strong fundamentals. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?

Analysts Set New Price Targets

Several brokerages have recently issued reports on V. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Truist Financial set a $371.00 price target on Visa and gave the company a “buy” rating in a research note on Tuesday, May 12th. Weiss Ratings lowered Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. Finally, Loop Capital began coverage on Visa in a research note on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target on the stock. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $386.70.

Visa Trading Up 0.4%

NYSE V opened at $327.68 on Monday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The stock has a 50-day simple moving average of $314.87 and a 200 day simple moving average of $324.98. The company has a market capitalization of $587.78 billion, a PE ratio of 28.54, a P/E/G ratio of 1.74 and a beta of 0.77. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.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 prior year, the company earned $2.76 earnings per share. The company’s revenue for the quarter was up 17.1% compared to the same quarter last year. Research analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

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

Visa Announces Dividend

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 issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio is 23.34%.

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.