Texas Capital Bank Wealth Management Services Inc raised its stake in Visa Inc. (NYSE:V – Free Report) by 31.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,152 shares of the credit-card processor’s stock after acquiring an additional 2,695 shares during the quarter. Texas Capital Bank Wealth Management Services Inc’s holdings in Visa were worth $3,911,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of V. Corient Private Wealth LLC raised its holdings in Visa by 110.4% in the 2nd 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 during the period. Holocene Advisors LP increased 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 purchasing an additional 1,872,362 shares during the period. SG Americas Securities LLC increased 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 purchasing an additional 1,658,954 shares during the period. Danske Bank A S bought a new position in shares of Visa during the third quarter worth approximately $565,684,000. Finally, Capital Research Global Investors increased its holdings in shares of Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock worth $1,091,528,000 after purchasing an additional 1,353,441 shares during the period. 82.15% of the stock is owned by institutional investors.
Analyst Ratings Changes
Several research analysts have recently commented on the stock. Loop Capital assumed coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday, January 30th. 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. Piper Sandler set a $160.00 target price on shares of Visa in a report on Wednesday, January 28th. Finally, BMO Capital Markets assumed coverage on shares of Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 target price on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Visa has a consensus rating of “Buy” and a consensus target price of $386.70.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Crypto-linked card spending is surging, and analysts say Visa is capturing about 90% of crypto card transactions through partnerships with onchain-native companies, highlighting another growth channel for payment volume. Crypto card monthly transaction volume surges 230% from 2025
- Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Accounts Receivable Manager to make it easier for issuers and suppliers to scale virtual card programs, supporting growth in higher-margin B2B payments. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
- Positive Sentiment: Visa’s new partnership with PingPong extends commercial card use for global business payouts in 170+ countries, reinforcing Visa’s push to capture more cross-border supplier payments. PingPong partners with Visa to launch Card to Account Payment Solution for global businesses
- Positive Sentiment: Highnote’s launch of AI-initiated payment capabilities built with Visa Intelligent Commerce suggests Visa is positioning itself early in agentic commerce and programmable payments. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
- Neutral Sentiment: Cantor Fitzgerald reiterated its Overweight rating and $400 price target after Visa’s earnings beat, which supports investor confidence but does not appear to be a fresh catalyst. Cantor Fitzgerald Reaffirms Overweight Rating on Visa (V) After Earnings Beat
Visa Stock Performance
Shares of NYSE:V opened at $327.71 on Thursday. The company’s 50 day simple moving average is $313.98 and its 200 day simple moving average is $325.11. The stock has a market capitalization of $587.83 billion, a price-to-earnings ratio of 28.55, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51.
Visa (NYSE:V – Get Free Report) last announced 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. The business had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period last year, the firm posted $2.76 earnings per share. As a group, research analysts predict that Visa Inc. will post 13.09 EPS for the current fiscal year.
Visa Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.
Visa declared that its Board of Directors has approved a share repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.
Insiders Place Their Bets
In other Visa news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction 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 sale, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is currently owned by insiders.
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.
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