Visa Inc. $V Stake Boosted by Bearing Point Capital LLC

Bearing Point Capital LLC lifted its position in Visa Inc. (NYSE:V) by 7.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 40,911 shares of the credit-card processor’s stock after purchasing an additional 2,956 shares during the period. Visa accounts for approximately 2.2% of Bearing Point Capital LLC’s investment portfolio, making the stock its 8th largest holding. Bearing Point Capital LLC’s holdings in Visa were worth $14,348,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Clayton Financial Group LLC boosted its stake in shares of 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 buying an additional 58 shares during the last quarter. PayPay Securities Corp boosted its stake in shares of 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 buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new position in shares of Visa in the 4th quarter worth $26,000. Parvin Asset Management LLC raised its holdings 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 purchasing an additional 50 shares during the period. Finally, Dorato Capital Management bought a new position in Visa in the 4th quarter worth $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages recently commented on V. Raymond James Financial reaffirmed an “outperform” rating and issued a $389.00 target price on shares of Visa in a report on Wednesday, April 29th. Citigroup decreased their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Bank of America began coverage on Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Finally, BMO Capital Markets started coverage on Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price on the stock. Six research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $386.70.

Key Stories 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?

Visa Price Performance

NYSE:V opened at $327.68 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 business’s 50-day simple moving average is $314.87 and its two-hundred day simple moving average is $325.05. The stock has a market cap of $587.78 billion, a PE ratio of 28.54, a P/E/G ratio of 1.74 and a beta of 0.78. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51.

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

Visa Dividend Announcement

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

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

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the transaction, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,744 shares of company stock worth $14,356,010 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Visa 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.