Godfrey Financial Associates Inc. Acquires Shares of 2,239 Visa Inc. $V

Godfrey Financial Associates Inc. acquired a new stake in shares of Visa Inc. (NYSE:V) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,239 shares of the credit-card processor’s stock, valued at approximately $785,000. Visa comprises about 0.7% of Godfrey Financial Associates Inc.’s portfolio, making the stock its 26th biggest holding.

A number of other large investors have also recently added to or reduced their stakes in the stock. Invariant Investment Management acquired a new stake in shares of Visa in the 4th quarter worth about $969,000. Vanguard Group Inc. increased its holdings in shares of Visa by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after acquiring an additional 1,054,343 shares during the period. Federated Hermes Inc. increased its holdings in shares of Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after acquiring an additional 159,906 shares during the period. Mawer Investment Management Ltd. increased its holdings in shares of Visa by 11.3% in the 3rd quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor’s stock worth $803,187,000 after acquiring an additional 238,872 shares during the period. Finally, Swiss Life Asset Management Ltd increased its holdings in shares of Visa by 4.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock worth $180,088,000 after acquiring an additional 23,863 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto-linked card spending is surging, and analysts say Visa is capturing about 90% of crypto card transactions through partnerships with onchain-native companies, highlighting another growth channel for payment volume. Crypto card monthly transaction volume surges 230% from 2025
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Accounts Receivable Manager to make it easier for issuers and suppliers to scale virtual card programs, supporting growth in higher-margin B2B payments. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa’s new partnership with PingPong extends commercial card use for global business payouts in 170+ countries, reinforcing Visa’s push to capture more cross-border supplier payments. PingPong partners with Visa to launch Card to Account Payment Solution for global businesses
• Positive Sentiment: Highnote’s launch of AI-initiated payment capabilities built with Visa Intelligent Commerce suggests Visa is positioning itself early in agentic commerce and programmable payments. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Cantor Fitzgerald reiterated its Overweight rating and $400 price target after Visa’s earnings beat, which supports investor confidence but does not appear to be a fresh catalyst. Cantor Fitzgerald Reaffirms Overweight Rating on Visa (V) After Earnings Beat

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Truist Financial set a $371.00 price objective on shares of Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Macquarie Infrastructure reaffirmed an “outperform” rating and issued a $410.00 price objective on shares of Visa in a report on Friday, January 30th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a report on Monday, February 2nd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Six 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, Visa has an average rating of “Buy” and a consensus price target of $386.70.

Visa Stock Up 0.4%

V stock opened at $327.71 on Thursday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a market capitalization of $587.83 billion, a price-to-earnings ratio of 28.55, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The firm’s 50-day moving average is $313.98 and its two-hundred day moving average is $325.11. 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) last released its quarterly earnings results 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. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the firm earned $2.76 EPS. Visa’s revenue was up 17.1% on a year-over-year basis. On average, analysts forecast that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

Visa declared that its Board of Directors has initiated a stock buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lloyd Carney sold 650 shares of the business’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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is owned by corporate insiders.

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.