Provident Trust Co. Trims Holdings in Visa Inc. $V

Provident Trust Co. reduced its position in shares of Visa Inc. (NYSE:V) by 4.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,371,187 shares of the credit-card processor’s stock after selling 62,864 shares during the period. Visa comprises 8.0% of Provident Trust Co.’s investment portfolio, making the stock its 3rd largest holding. Provident Trust Co.’s holdings in Visa were worth $480,889,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Clayton Financial Group LLC grew its holdings in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp lifted its stake in shares of Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Parvin Asset Management LLC lifted its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Dorato Capital Management acquired a new position in shares of Visa in the fourth quarter worth approximately $30,000. Finally, Imprint Wealth LLC acquired a new position in shares of Visa in the third quarter worth approximately $39,000. 82.15% of the stock is currently owned by institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style?score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy?side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run?rate, which increases optionality for non?bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll?out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent?initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto?card volume accelerating — On?chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near?term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5?1 plan), cutting his holdings substantially; even planned sales can spook investors and add short?term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was 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. Corporate insiders own 0.12% of the company’s stock.

Wall Street Analysts Forecast Growth

V has been the topic of a number of recent analyst reports. Truist Financial cut their price objective on Visa from $372.00 to $361.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a research note on Monday, February 2nd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Bank of America initiated coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective on the stock. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $415.00 price objective on shares of Visa in a research note on Wednesday. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $387.25.

Visa Price Performance

Shares of V opened at $328.43 on Monday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. 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 business’s 50 day moving average price is $310.11 and its two-hundred day moving average price is $327.15. The firm has a market cap of $596.16 billion, a PE ratio of 28.61, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping 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 company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the firm earned $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% on a year-over-year basis. On average, equities analysts anticipate that Visa Inc. will post 12.98 EPS for the current year.

Visa announced that its board has authorized a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be given 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 dividend payout ratio is presently 23.34%.

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.