New York State Teachers Retirement System Sells 38,949 Shares of Visa Inc. $V

New York State Teachers Retirement System lessened its holdings in shares of Visa Inc. (NYSE:V) by 2.8% during the 4th quarter, Holdings Channel reports. The firm owned 1,345,046 shares of the credit-card processor’s stock after selling 38,949 shares during the period. Visa comprises about 0.9% of New York State Teachers Retirement System’s portfolio, making the stock its 13th biggest holding. New York State Teachers Retirement System’s holdings in Visa were worth $471,721,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Clayton Financial Group LLC increased its stake in 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 acquiring an additional 58 shares during the last quarter. Parvin Asset Management LLC increased its stake in 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 acquiring an additional 50 shares during the last quarter. PayPay Securities Corp increased its stake in 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 acquiring an additional 38 shares during the last quarter. Dorato Capital Management bought a new stake in Visa in the 4th quarter worth approximately $30,000. Finally, Imprint Wealth LLC bought a new stake in Visa in the 3rd quarter worth approximately $39,000. Institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In other 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 sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction on Wednesday, April 29th. The shares were 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 directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.12% of the company’s stock.

Visa Stock Down 0.4%

Shares of V stock opened at $328.43 on Friday. The firm has a market capitalization of $596.16 billion, a PE ratio of 28.61, a P/E/G ratio of 1.83 and a beta of 0.80. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The stock’s 50-day simple moving average is $310.11 and its 200-day simple moving average is $327.41. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.11 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 return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the company posted $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% on a year-over-year basis. Equities analysts expect that Visa Inc. will post 12.97 earnings per share for the current year.

Visa announced that its Board of Directors has authorized a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is 23.34%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style?score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy?side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run?rate, which increases optionality for non?bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll?out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent?initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto?card volume accelerating — On?chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near?term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5?1 plan), cutting his holdings substantially; even planned sales can spook investors and add short?term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Analysts Set New Price Targets

Several equities analysts have recently weighed in on V shares. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Morgan Stanley reissued an “overweight” rating and set a $415.00 target price on shares of Visa in a research report on Wednesday. Citigroup cut their price objective on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective on the stock. Finally, Evercore set a $350.00 price objective on Visa in a research report on Wednesday. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $387.25.

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.