Visa Inc. $V Shares Sold by HS Management Partners LLC

HS Management Partners LLC cut its stake in Visa Inc. (NYSE:V) by 34.7% during the 4th quarter, HoldingsChannel reports. The fund owned 36,285 shares of the credit-card processor’s stock after selling 19,290 shares during the period. Visa comprises 2.7% of HS Management Partners LLC’s portfolio, making the stock its 21st largest position. HS Management Partners LLC’s holdings in Visa were worth $12,726,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in V. Corient Private Wealth LLC raised its holdings in Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares in the last quarter. Holocene Advisors LP raised its holdings in Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares in the last quarter. SG Americas Securities LLC raised its holdings in Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. Danske Bank A S acquired a new stake in Visa in the third quarter valued at $565,684,000. Finally, Capital Research Global Investors raised its holdings 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 acquiring an additional 1,353,441 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Stock Down 0.6%

Shares of NYSE:V opened at $329.21 on Friday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The stock has a market capitalization of $590.53 billion, a price-to-earnings ratio of 28.68, a price-to-earnings-growth ratio of 1.76 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The company’s fifty day moving average is $312.77 and its two-hundred day moving average is $325.42.

Visa (NYSE:V) last released its quarterly earnings data 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 return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the previous year, the firm posted $2.76 EPS. The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. Equities analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.

Visa announced that its board has authorized a share buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Visa Dividend Announcement

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

Insider Activity at Visa

In related news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,744 shares of company stock worth $14,356,010 in the last 90 days. 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: Visa is expanding its push into digital payments by testing stablecoin settlement in Canada and advancing AI-enabled “agentic commerce” tools, which could support long-term transaction growth and keep the company relevant as payment methods evolve. Visa Tests Stablecoin Settlement And AI Commerce To Shape Future Fees
• Positive Sentiment: Visa’s partnership with Trip.com to target digital-first travelers in Asia-Pacific adds another growth avenue in travel spending, a high-volume category that can boost payment network activity. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Neutral Sentiment: Several reports framed Visa as a long-term beneficiary of crypto and blockchain adoption, but these pieces were more thesis-driven than near-term catalysts for the stock. Crypto and Blockchain Stocks Positioned for Long-Term Growth
• Neutral Sentiment: Visa continues to receive favorable analyst coverage, with brokerages assigning an average “Buy” rating, which supports sentiment but does not appear to be a new catalyst. Visa Inc. Receives Average Recommendation of “Buy” from Brokerages
• Negative Sentiment: Visa is facing renewed regulatory scrutiny in the U.K. and Europe, where authorities are pushing for more fee transparency and alternative payment options, raising the risk of pressure on card-network fees and market power. Should Visa & Mastercard Investors Worry About UK & Europe’s Moves?
• Negative Sentiment: The UK Payments Systems Regulator also proposed new reporting rules for Visa and Mastercard after saying the two networks do not face effective competition, reinforcing concerns about tighter oversight. UK PSR proposes new reporting rules for Mastercard and Visa
• Negative Sentiment: Visa’s own fraud warnings highlight a rising threat from AI-powered scams and criminal targeting of consumers, which could increase compliance and security costs even if the company is helping defend against the problem. Visa Says Criminals Target People as Core Payment Security Tightens

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Morgan Stanley reissued an “overweight” rating and set a $415.00 target price on shares of Visa in a report on Wednesday, April 29th. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Finally, Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. 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. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $387.67.

Visa 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.