Supplemental Annuity Collective Trust of NJ Sells 1,790 Shares of Visa Inc. $V

Supplemental Annuity Collective Trust of NJ reduced its holdings in shares of Visa Inc. (NYSE:V) by 14.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,810 shares of the credit-card processor’s stock after selling 1,790 shares during the quarter. Visa makes up about 1.0% of Supplemental Annuity Collective Trust of NJ’s portfolio, making the stock its 17th biggest holding. Supplemental Annuity Collective Trust of NJ’s holdings in Visa were worth $3,791,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Lee Danner & Bass Inc. boosted its stake in shares of Visa by 0.8% during the 4th quarter. Lee Danner & Bass Inc. now owns 64,141 shares of the credit-card processor’s stock worth $22,495,000 after acquiring an additional 535 shares during the period. Verdence Capital Advisors LLC boosted its stake in shares of Visa by 0.7% during the 4th quarter. Verdence Capital Advisors LLC now owns 45,343 shares of the credit-card processor’s stock worth $15,902,000 after acquiring an additional 326 shares during the period. Carmel Capital Partners LLC bought a new position in shares of Visa during the 4th quarter worth approximately $373,000. St. Johns Investment Management Company LLC boosted its stake in shares of Visa by 1.8% during the 4th quarter. St. Johns Investment Management Company LLC now owns 5,440 shares of the credit-card processor’s stock worth $1,908,000 after acquiring an additional 95 shares during the period. Finally, Cornerstone National Bank & Trust Co boosted its stake in Visa by 2.3% in the 4th quarter. Cornerstone National Bank & Trust Co now owns 3,824 shares of the credit-card processor’s stock valued at $1,341,000 after purchasing an additional 87 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently issued reports on V. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price target on shares of Visa in a research note on Friday, January 30th. BMO Capital Markets began coverage on Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target for the company. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Finally, Weiss Ratings downgraded Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Seven analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $387.79.

Visa Stock Performance

V opened at $309.34 on Wednesday. The business has a fifty day simple moving average of $309.59 and a 200 day simple moving average of $327.33. The company has a market capitalization of $561.51 billion, a PE ratio of 29.02, a price-to-earnings-growth ratio of 1.78 and a beta of 0.80. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11.

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 the consensus estimate of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.74 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.76 EPS. Research analysts expect that Visa Inc. will post 12.84 EPS 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 issued a $0.67 dividend. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.9%. Visa’s payout ratio is currently 25.14%.

Visa declared that its Board of Directors has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes 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.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beats — Visa reported EPS of $3.31 and revenue of $11.23B, ahead of consensus; payments volume and processed transactions rose ~9%, and cross?border volume grew double digits, supporting the revenue beat and margin strength. Visa Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Capital returns boosted — the board authorized a new $20B multi-year share repurchase program and declared a quarterly dividend ($0.67), while the company repurchased/directed $9.2B in buybacks/dividends this quarter; this is a clear near-term EPS-support/cash-return catalyst. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback
• Positive Sentiment: Analyst backdrop — several firms have reiterated/raised targets and the median 6?month price target sits well above the current price, giving upside in street expectations. Visa Inc. (V) Stock Rises on Q2 2026 Earnings
• Neutral Sentiment: Product/crypto initiatives — Visa is exploring stablecoin/on?chain payment rails (WeFi partnership) and partners are launching Visa?branded crypto cards in APAC; these expand addressable payment flows but timing and revenue impact remain uncertain. Visa, WeFi Partner on Everyday Stablecoin Payments
• Neutral Sentiment: Third?party crypto card launches (Bitbank, Aven) signal ecosystem adoption of Visa rails for crypto rewards/credit products but have limited near?term financial impact on Visa’s core processing revenue. Bitbank Enters the Credit Card Market With 0.5% Crypto Cashback
• Negative Sentiment: Legal overhang — retailers objected to a proposed ~$200B swipe?fee settlement with Visa and Mastercard; continued litigation or an altered settlement could be a material headline risk and cap upside until resolved. Retailers Object to $200 Billion Visa?Mastercard Swipe Fee Settlement
• Negative Sentiment: Insider and institutional flows — notable executive stock sales and large institutional reductions (reported in filings) may weigh on sentiment even as fundamentals improve. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction 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 completion of the transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is owned by corporate 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.