2,126 Shares in Visa Inc. $V Acquired by TMB Capital Partners LLC

TMB Capital Partners LLC acquired a new stake in Visa Inc. (NYSE:V) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,126 shares of the credit-card processor’s stock, valued at approximately $746,000.

Several other large investors have also modified their holdings of the company. Clayton Financial Group LLC boosted 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 purchasing an additional 58 shares during the period. PayPay Securities Corp increased its stake in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new position in Visa in the fourth quarter valued at $26,000. Parvin Asset Management LLC raised its holdings 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 valued at $26,000 after buying an additional 50 shares during the last quarter. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the fourth quarter valued at about $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Trading Down 0.8%

NYSE V opened at $327.67 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The stock has a market capitalization of $587.76 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.76 and a beta of 0.77. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $359.66. The firm has a 50-day moving average price of $320.85 and a 200 day moving average price of $324.21.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating 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 quarter in the previous year, the company earned $2.76 EPS. The firm’s revenue for the quarter was up 17.1% compared to the same quarter last year. Equities research analysts expect that Visa Inc. will post 13.09 EPS for the current year.

Visa declared that its Board of Directors has authorized a stock repurchase program 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 repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s payout ratio is 23.34%.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Alchemy launched AgentCard with Visa Intelligent Commerce, giving AI agents a secure payment and identity layer with spending controls and support for both card-based and emerging machine-payment standards. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Visa was upgraded to Buy by Zacks, reflecting improved optimism around its earnings outlook and reinforcing a constructive near-term analyst view. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Revolut expanded Visa Click to Pay across millions of customers in the U.K. and Europe, which could broaden Visa’s digital checkout adoption and transaction volume. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Visa and Mintoak deepened their partnership to help Asia-Pacific acquirers offer merchant SaaS tools beyond payments, supporting Visa’s strategy to strengthen merchant relationships. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Neutral Sentiment: Several articles framed Visa as a beneficiary of broader interest in AI payments, tokenization, and durable card-network economics, which supports the long-term investment case but does not represent a single immediate catalyst. Visa and OpenAI integrate Visa’s secure global payment directly into ChatGPT
• Negative Sentiment: Some market commentary noted that a number of large institutional holders reduced their Visa positions in the latest quarter, which could weigh on sentiment even though it is not a direct operating issue. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Insider Buying and Selling

In other Visa news, CFO Chris Suh sold 10,639 shares of the stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Truist Financial set a $371.00 price target on Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 price objective on shares of Visa in a research report on Tuesday, June 2nd. Oppenheimer reiterated an “outperform” rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. UBS Group boosted their target price on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $387.78.

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.