Visa Inc. $V Shares Sold by Act Two Investors LLC

Act Two Investors LLC decreased its position in shares of Visa Inc. (NYSE:V) by 2.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,647 shares of the credit-card processor’s stock after selling 2,943 shares during the quarter. Visa accounts for approximately 6.2% of Act Two Investors LLC’s investment portfolio, making the stock its 6th largest holding. Act Two Investors LLC’s holdings in Visa were worth $35,999,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in Visa during the fourth quarter valued at approximately $5,877,738,000. Corient Private Wealth LLC raised its position in Visa by 110.4% during the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares in the last quarter. Holocene Advisors LP raised its position in Visa by 286.4% during the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares in the last quarter. SG Americas Securities LLC raised its position in Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. Finally, Danske Bank A S purchased a new position in Visa during the third quarter valued at approximately $565,684,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target for the company in a research report on Monday, February 2nd. Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Citigroup reduced their price target on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $400.00 price target on shares of Visa in a research report on Wednesday, April 29th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and a consensus price target of $386.70.

Visa Stock Up 0.8%

Visa stock opened at $327.68 on Friday. The stock has a market capitalization of $587.78 billion, a PE ratio of 28.54, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The business has a 50 day simple moving average of $314.87 and a 200-day simple moving average of $325.05. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. During the same period in the previous year, the business earned $2.76 earnings per share. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. On average, analysts anticipate that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Dividend Announcement

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 paid a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is 23.34%.

Visa declared that its board has authorized a share repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s management believes its stock is undervalued.

Insiders Place Their Bets

In other Visa news, Director Lloyd Carney sold 650 shares of the business’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 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Chris Suh sold 10,639 shares of the business’s 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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 42,744 shares of company stock valued at $14,356,010. Insiders own 0.12% of the company’s stock.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced an investment in Replit and is exploring payments integration for developers and AI agents, which could open a new channel for “agentic commerce” and future transaction volume. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Finix launched access to Visa’s Cybersource gateway, expanding merchant adoption of Visa’s acceptance tools and reinforcing its position in payment infrastructure. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Positive Sentiment: Visa’s AR and virtual-card integration for commercial payments could accelerate adoption by making B2B payments easier and more automated. Can Visa’s New AR Integration Accelerate Virtual Card Adoption?
• Positive Sentiment: Commentary on Visa as a long-term “tollbooth” on spending reinforced the bullish case for durable fee-based cash flows. Visa and Mastercard Still Look Like Long-Term Tollbooths on Spending
• Neutral Sentiment: Visa is getting more investor attention on Zacks, but the note appears to be a watchlist update rather than a new catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Visa’s Pismo unit argued that AI is exposing outdated banking technology, a theme that supports Visa’s modernization message but does not directly change near-term earnings. Visa’s Pismo Says AI Has Exposed Banking’s Old Tech Problem
• Neutral Sentiment: Crypto card spending is rising sharply, and Visa is reportedly capturing much of that flow through partnerships, which may be incremental but is still a relatively small part of the overall business. Crypto card monthly transaction volume surges 230% from 2025
• Negative Sentiment: One Zacks update noted Visa was down modestly since its last earnings report, suggesting some recent momentum has cooled despite the company’s strong fundamentals. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?

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.