Morningstar Investment Management LLC Has $13.17 Million Stock Holdings in Visa Inc. $V

Morningstar Investment Management LLC trimmed its holdings in Visa Inc. (NYSE:V) by 18.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 43,563 shares of the credit-card processor’s stock after selling 9,588 shares during the period. Visa accounts for approximately 0.8% of Morningstar Investment Management LLC’s holdings, making the stock its 18th largest position. Morningstar Investment Management LLC’s holdings in Visa were worth $13,166,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Clayton Financial Group LLC lifted its stake in shares of Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp raised its stake in shares of Visa by 102.7% in the 4th 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 in the last quarter. Cresta Advisors Ltd. bought a new position in shares of Visa in the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC lifted its holdings in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new stake in Visa during the fourth quarter worth approximately $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on V shares. Barclays initiated coverage on shares of Visa in a research note on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price on the stock. Weiss Ratings raised Visa from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, July 6th. Robert W. Baird set a $412.00 price target on Visa and gave the company an “outperform” rating in a research report on Monday, July 6th. Clear Str upgraded Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $387.00 price objective (up from $375.00) on shares of Visa in a research report on Wednesday, July 15th. Eight equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $399.41.

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the business’s 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 transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’s 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 of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,581 shares of company stock worth $25,627,975 over the last three months. Company insiders own 0.12% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Truist Financial raised its price target on Visa to $394 from $371 and reiterated a buy rating, signaling more upside as analysts remain constructive on the stock.
• Positive Sentiment: BNP Paribas Exane upgraded Visa, adding to the bullish analyst momentum around the company’s earnings outlook and business fundamentals.
• Positive Sentiment: Several reports suggest Visa could deliver another “business as usual” earnings beat next week, supported by resilient consumer credit demand, strong payment volumes, and ongoing digital payments growth.
• Positive Sentiment: Visa also continues to announce new partnerships, including embedded-finance and agentic-commerce initiatives with Airwallex and Lianlian, which highlight continued expansion opportunities in business-to-business and next-generation payments.
• Neutral Sentiment: Market commentary comparing Visa and Mastercard favorably to American Express after AMEX’s post-earnings selloff may be helping keep Visa steady, but it is more of an industry read-through than a company-specific catalyst.
• Neutral Sentiment: Visa is also drawing attention as a “wide-moat” stock, reflecting its durable competitive position, though that is mainly a long-term quality argument rather than a fresh near-term driver.

Visa Stock Performance

NYSE V opened at $355.29 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The firm has a market capitalization of $637.31 billion, a price-to-earnings ratio of 30.95, a P/E/G ratio of 1.87 and a beta of 0.75. The company’s fifty day moving average is $337.58 and its two-hundred day moving average is $325.34. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $365.14.

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, topping the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.76 EPS. Equities research analysts forecast that Visa Inc. will post 13.13 EPS for the current year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is 23.34%.

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

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.