Visa Inc. $V Shares Acquired by Kovack Advisors Inc.

Kovack Advisors Inc. boosted its stake in Visa Inc. (NYSE:V) by 141.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 10,044 shares of the credit-card processor’s stock after purchasing an additional 5,881 shares during the period. Kovack Advisors Inc.’s holdings in Visa were worth $3,523,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Sepio Capital LP raised its stake in Visa by 7.6% during the 4th quarter. Sepio Capital LP now owns 31,823 shares of the credit-card processor’s stock valued at $11,161,000 after acquiring an additional 2,243 shares during the last quarter. Meiji Yasuda America Inc purchased a new position in shares of Visa in the 4th quarter valued at approximately $8,658,000. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Visa in the fourth quarter valued at approximately $213,000. Xponance LLC increased its holdings in shares of Visa by 4.3% in the fourth quarter. Xponance LLC now owns 440,361 shares of the credit-card processor’s stock valued at $154,439,000 after purchasing an additional 18,190 shares during the period. Finally, Parnassus Investments LLC raised its stake in shares of Visa by 1.7% during the fourth quarter. Parnassus Investments LLC now owns 278,829 shares of the credit-card processor’s stock worth $97,788,000 after purchasing an additional 4,688 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Truist Financial set a $371.00 price target on shares of Visa and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Raymond James Financial reissued an “outperform” rating and set a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. Finally, UBS Group raised their price objective on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Six analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $387.78.

Insider Buying and Selling

In other news, CFO Chris Suh sold 10,639 shares of the business’s 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 sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s 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 completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents 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. 0.12% of the stock is currently owned by company insiders.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a major partnership with OpenAI to enable secure payments inside ChatGPT, potentially opening a new channel for AI-driven commerce and reinforcing Visa’s role in digital transactions.
• Positive Sentiment: Visa is expanding its AI, tokenization, and stablecoin capabilities, which may strengthen its competitive moat and support longer-term payment volume growth.
• Positive Sentiment: Several analyst-style articles highlighted Visa as a stock to watch, citing earnings growth, price strength, and innovation momentum.
• Neutral Sentiment: Mastercard also unveiled AI-related payment tools and stablecoin initiatives, underscoring rising competition in agentic commerce rather than creating an immediate negative for Visa.
• Neutral Sentiment: Visa remains in the spotlight for the recently approved $38 billion swipe-fee settlement, but the latest coverage suggests the legal overhang is becoming more settled rather than newly pressured.
• Negative Sentiment: Despite the upbeat product news, the stock has been trading lower, likely reflecting profit-taking and investor caution about whether these AI initiatives will translate into near-term revenue.

Visa Price Performance

Shares of NYSE V opened at $319.21 on Friday. The firm has a market capitalization of $572.60 billion, a P/E ratio of 27.81, a PEG ratio of 1.73 and a beta of 0.77. Visa Inc. has a one year low of $293.89 and a one year high of $374.17. The company’s fifty day moving average is $318.23 and its two-hundred day moving average is $324.42. 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. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter last year, the firm posted $2.76 EPS. The business’s revenue was up 17.1% compared to the same quarter last year. Analysts forecast that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were 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 was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa announced that its board has approved a stock repurchase program 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 repurchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s leadership believes its shares are 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.