SVB Wealth LLC Sells 2,044 Shares of Visa Inc. $V

SVB Wealth LLC cut its stake in Visa Inc. (NYSE:V) by 3.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 54,502 shares of the credit-card processor’s stock after selling 2,044 shares during the quarter. Visa comprises about 1.1% of SVB Wealth LLC’s holdings, making the stock its 19th biggest holding. SVB Wealth LLC’s holdings in Visa were worth $19,114,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Clayton Financial Group LLC grew its position 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 worth $25,000 after buying an additional 58 shares during the period. PayPay Securities Corp grew its position 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 worth $26,000 after buying an additional 38 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the 4th quarter worth about $26,000. Parvin Asset Management LLC grew its position in shares of 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 buying an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the 4th quarter worth about $30,000. 82.15% of the stock is currently owned by institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Visa Stock Performance

Shares of V stock opened at $318.66 on Monday. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The company’s 50-day moving average is $310.67 and its 200 day moving average is $326.72. The company has a market capitalization of $578.43 billion, a price-to-earnings ratio of 27.76, a price-to-earnings-growth ratio of 1.70 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.

Visa (NYSE:V) last announced its quarterly earnings results 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 firm 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 quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.76 EPS. Sell-side analysts expect that Visa Inc. will post 13.08 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued 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 (DPR) is presently 23.34%.

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on V shares. BMO Capital Markets started coverage on shares of Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $395.00 target price on shares of Visa in a research report on Friday, January 30th. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a research report on Wednesday, January 28th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Finally, Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $387.25.

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated 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 directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The SEC filing for this sale provides additional information. Company 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.