Visa Inc. $V Shares Sold by Mitchell Capital Management Co.

Mitchell Capital Management Co. decreased its holdings in shares of Visa Inc. (NYSE:V) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,920 shares of the credit-card processor’s stock after selling 1,876 shares during the quarter. Visa makes up approximately 1.8% of Mitchell Capital Management Co.’s holdings, making the stock its 12th biggest holding. Mitchell Capital Management Co.’s holdings in Visa were worth $10,142,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. High Note Wealth LLC raised its stake in Visa by 6.8% during the third quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock worth $162,000 after acquiring an additional 30 shares during the period. Beacon Capital Management LLC raised its stake in Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock worth $526,000 after acquiring an additional 30 shares during the period. Chapman Financial Group LLC raised its stake in Visa by 0.9% during the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock worth $1,096,000 after acquiring an additional 30 shares during the period. Ransom Advisory Ltd grew its position in Visa by 0.3% in the 4th quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares during the last quarter. Finally, TSA Wealth Managment LLC grew its position in Visa by 4.9% in the 3rd quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor’s stock worth $225,000 after purchasing an additional 31 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Visa News

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?

Visa Price Performance

NYSE V opened at $327.68 on Friday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The stock has a market cap of $587.78 billion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The company has a 50-day moving average price of $314.87 and a two-hundred day moving average price of $325.05.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion during 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 business’s revenue was up 17.1% on a year-over-year basis. During the same period last year, the firm posted $2.76 earnings per share. Analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a $0.67 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 23.34%.

Visa declared that its board has initiated a stock repurchase plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several research firms have commented on V. Evercore set a $350.00 target price on shares of Visa in a research report on Wednesday, April 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. BMO Capital Markets began coverage on shares of Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price for the company. Bank of America began coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price for the company. Finally, Citigroup decreased their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Visa has an average rating of “Buy” and a consensus price target of $386.70.

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lloyd Carney sold 650 shares of the 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 completion of the transaction, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% 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 three months. Corporate insiders own 0.12% of the company’s stock.

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.