Triasima Portfolio Management inc. Reduces Stock Holdings in Visa Inc. $V

Triasima Portfolio Management inc. cut its position in Visa Inc. (NYSE:V) by 79.1% in the fourth quarter, Holdings Channel reports. The firm owned 2,891 shares of the credit-card processor’s stock after selling 10,933 shares during the period. Triasima Portfolio Management inc.’s holdings in Visa were worth $1,014,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Clayton Financial Group LLC grew its stake in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after buying an additional 58 shares during the last quarter. PayPay Securities Corp grew its stake in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the last quarter. Parvin Asset Management LLC grew its stake in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares during the last quarter. Dorato Capital Management purchased a new position in Visa during the 4th quarter worth approximately $30,000. Finally, Imprint Wealth LLC purchased a new position in Visa during the 3rd quarter worth approximately $39,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Up 0.1%

Visa stock opened at $328.43 on Monday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The stock has a 50 day moving average of $310.11 and a two-hundred day moving average of $327.15. 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 capitalization of $596.16 billion, a price-to-earnings ratio of 28.61, a PEG ratio of 1.82 and a beta of 0.78.

Visa (NYSE:V) last posted its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $10.75 billion. During the same period last year, the firm earned $2.76 EPS. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. As a group, research analysts expect that Visa Inc. will post 12.98 earnings per share for the current year.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders 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 yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

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

Visa News Roundup

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

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on V. Raymond James Financial restated an “outperform” rating and set a $389.00 price target on shares of Visa in a research note on Wednesday. Truist Financial dropped their price target on Visa from $372.00 to $361.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. UBS Group raised their price target on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Finally, Weiss Ratings downgraded Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus target price of $387.25.

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred 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 sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by company insiders.

Visa Company 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.