Hillsdale Investment Management Inc. trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 18.8% during the 4th quarter, Holdings Channel reports. The fund owned 26,195 shares of the credit-card processor’s stock after selling 6,055 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Visa were worth $9,187,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Invariant Investment Management purchased a new position in shares of Visa in the fourth quarter valued at approximately $969,000. Vanguard Group Inc. lifted its position in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares in the last quarter. Mawer Investment Management Ltd. lifted its position in shares of Visa by 11.3% in the third quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor’s stock valued at $803,187,000 after acquiring an additional 238,872 shares in the last quarter. Swiss Life Asset Management Ltd lifted its position in shares of Visa by 4.7% in the third quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock valued at $180,088,000 after acquiring an additional 23,863 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its position in shares of Visa by 2.1% in the third quarter. PNC Financial Services Group Inc. now owns 2,884,879 shares of the credit-card processor’s stock valued at $984,840,000 after acquiring an additional 60,198 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.
More 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 Stock Performance
Visa (NYSE:V – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS 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 firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter last year, the business posted $2.76 earnings per share. The firm’s revenue was up 17.1% compared to the same quarter last year. On average, research analysts predict 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. Investors of record on Tuesday, May 12th will be given a dividend of $0.67 per share. The ex-dividend date is 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 presently 23.34%.
Visa announced that its board has initiated a stock repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.
Analyst Upgrades and Downgrades
V has been the topic of several research reports. Bank of America initiated coverage on Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. Raymond James Financial restated an “outperform” rating and issued a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 target price on shares of Visa in a research report on Friday, January 30th. Morgan Stanley restated an “overweight” rating and issued a $415.00 target price on shares of Visa in a research report on Wednesday, April 29th. Finally, Macquarie Infrastructure restated 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, seventeen have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Visa has a consensus rating of “Buy” and a consensus price target of $386.70.
Check Out Our Latest Stock Report on Visa
Insider Buying and Selling
In related news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred 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 in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is owned by corporate insiders.
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.
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