Ponta Wealth Partners LLC bought a new position in shares of Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,972 shares of the credit-card processor’s stock, valued at approximately $2,445,000. Visa accounts for 2.3% of Ponta Wealth Partners LLC’s holdings, making the stock its 9th biggest holding.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in V. Brighton Jones LLC grew its holdings in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the period. Revolve Wealth Partners LLC raised its stake in Visa by 68.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. boosted its holdings in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after purchasing an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY boosted its holdings in shares of Visa by 16.9% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after purchasing an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after buying an additional 2,230 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Analyst Upgrades and Downgrades
Several research analysts recently weighed in on V shares. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Raymond James Financial reissued an “outperform” rating and set a $389.00 price target on shares of Visa in a research report on Wednesday, April 29th. TD Cowen restated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Loop Capital started coverage on Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective on the stock. Finally, Evercore set a $350.00 price objective on Visa in a research note on Wednesday, April 29th. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $387.25.
Visa News Summary
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa’s fiscal Q2 beat and ensuing estimate upgrades reinforce earnings momentum and justify analyst bullishness on payments growth — a near?term support for the stock. Read More.
- Positive Sentiment: Visa expanded its stablecoin settlement pilot into Canada with Wealthsimple, a concrete step in scaling blockchain-based settlement and improving settlement speed/liquidity — a potential long-term revenue/competitive advantage. Read More.
- Positive Sentiment: Product and partnership wins: Visa Canada is integrating Visa Direct with RemitBee to speed cross?border payouts, and Visa A2A/cVRP integrations (HES FinTech/Acquired.com) broaden real?time payment rails — these deals support volume growth and product stickiness. Read More. Read More.
- Positive Sentiment: Visa is expanding its Agentic Ready AI?commerce program into Canada and launching travel/gaming initiatives — signaling new addressable markets (agentic commerce, gaming) beyond core card volume. Read More.
- Neutral Sentiment: Visa will present at upcoming investor conferences (J.P. Morgan, Bernstein) — management access may provide more clarity on guidance and capital allocation but is not an immediate catalyst. Read More.
- Neutral Sentiment: Industry context: fintech peers like Chime reported resilient consumer spending and Chime’s profit commentary referenced stronger payments trends — corroborating demand trends that helped Visa’s recent results. Read More.
- Negative Sentiment: U.K. competition watchdog opened an investigation into PayPal, Mastercard and Visa over alleged anti?competitive conduct tied to PayPal’s wallet — this regulatory probe raises near?term legal/regulatory risk and could pressure multiples. Read More.
- Negative Sentiment: Insider selling and analyst caveats on valuation/regulatory risk: recent disclosures show insider sales activity and some analysts flag Visa’s premium multiple and regulatory exposure, which can weigh on sentiment despite solid fundamentals. Read More.
Visa Price Performance
Shares of V stock opened at $318.95 on Thursday. The firm has a fifty day simple moving average of $310.39 and a 200-day simple moving average of $326.87. The company has a market capitalization of $578.94 billion, a PE ratio of 27.78, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64.
Visa (NYSE:V – Get Free Report) last issued 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. The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s revenue was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.76 EPS. Equities research analysts anticipate that Visa Inc. will post 13.05 earnings per share for the current fiscal year.
Visa Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is 23.34%.
Visa declared that its board has approved a share repurchase program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.
Insider Activity at Visa
In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’s 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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by insiders.
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.
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