One Capital Management LLC Purchases 1,685 Shares of Visa Inc. $V

One Capital Management LLC increased its position in shares of Visa Inc. (NYSE:V) by 3.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 51,234 shares of the credit-card processor’s stock after acquiring an additional 1,685 shares during the quarter. One Capital Management LLC’s holdings in Visa were worth $17,968,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its stake 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. Geode Capital Management LLC lifted its stake in Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after buying an additional 388,996 shares in the last quarter. Capital World Investors lifted its stake in 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 buying an additional 193,288 shares in the last quarter. Norges Bank bought a new position in Visa in the fourth quarter valued at approximately $5,877,738,000. Finally, Ameriprise Financial Inc. lifted its stake in 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 buying an additional 530,995 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

V has been the topic of a number of research reports. Citigroup cut their price target on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Raymond James Financial reaffirmed an “outperform” rating and issued a $389.00 price target on shares of Visa in a research note on Wednesday, April 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. Evercore set a $350.00 price target on shares of Visa in a research note on Wednesday, April 29th. Finally, Loop Capital initiated coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus price target of $386.70.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 42,744 shares of company stock valued at $14,356,010 over the last 90 days. 0.12% of the stock is owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s long-term business model remains strong because it earns a fee on a huge share of global digital transactions, making it a durable “buy and hold forever” candidate for investors focused on secular growth. American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending
• Positive Sentiment: Market commentators say Visa now screens attractively after a year of weaker performance, suggesting the selloff may have reset the valuation on this high-quality payments franchise. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Positive Sentiment: Visa’s recent investment in Replit and its work on AI-driven commerce could help position the company for future payment flows beyond traditional card swipes and tap-to-pay transactions. Visa’s Replit Investment Links AI Agents To Future Commerce Growth
• Neutral Sentiment: Several analyst-focused articles and comparisons with Mastercard and American Express are keeping Visa in the spotlight, but they mainly reinforce the debate over whether the stock is a buy, hold, or relative value play rather than pointing to a clear catalyst.
• Negative Sentiment: Investors remain concerned that stablecoin adoption and interchange-related legal pressure could threaten Visa’s long-term economics, contributing to the stock’s recent underperformance versus the broader market. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Negative Sentiment: One recent market view argues Visa may trail the equity market going forward, reflecting skepticism that the stock will quickly regain leadership after its recent slump. Visa: Why Trailing The Equity Market Seems The Most Likely Scenario Ahead

Visa Stock Performance

Shares of V stock opened at $322.57 on Tuesday. The company’s fifty day simple moving average is $315.33 and its 200-day simple moving average is $324.87. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a market cap of $578.62 billion, a PE ratio of 28.10, a P/E/G ratio of 1.74 and a beta of 0.78. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.76 earnings per share. Equities research analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

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

Visa declared that its Board of Directors has authorized a share buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.

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.