Visa Inc. $V is Bridgeway Capital Management LLC’s 8th Largest Position

Bridgeway Capital Management LLC boosted its stake in shares of Visa Inc. (NYSE:V) by 3.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,610 shares of the credit-card processor’s stock after buying an additional 2,990 shares during the quarter. Visa accounts for about 0.7% of Bridgeway Capital Management LLC’s holdings, making the stock its 8th biggest holding. Bridgeway Capital Management LLC’s holdings in Visa were worth $32,479,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently bought and sold shares of the stock. Advanced Portfolio Management LLC purchased a new position in shares of Visa in the fourth quarter valued at approximately $457,000. Align Financial LLC purchased a new position in shares of Visa in the fourth quarter valued at approximately $353,126,000. Freestone Grove Partners LP boosted its stake in shares of Visa by 9.8% in the fourth quarter. Freestone Grove Partners LP now owns 135,811 shares of the credit-card processor’s stock valued at $47,630,000 after purchasing an additional 12,172 shares during the period. Viking Global Investors LP boosted its stake in shares of Visa by 37.5% in the fourth quarter. Viking Global Investors LP now owns 3,984,205 shares of the credit-card processor’s stock valued at $1,397,301,000 after purchasing an additional 1,087,175 shares during the period. Finally, Gillson Capital LP boosted its stake in shares of Visa by 105.1% in the fourth quarter. Gillson Capital LP now owns 282,437 shares of the credit-card processor’s stock valued at $99,053,000 after purchasing an additional 144,737 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Down 0.8%

Shares of Visa stock opened at $330.42 on Thursday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $359.66. The company has a 50 day moving average of $320.34 and a 200 day moving average of $324.26. 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 company has a market capitalization of $592.69 billion, a P/E ratio of 28.78, a P/E/G ratio of 1.78 and a beta of 0.77.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (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 during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter in the previous year, the firm earned $2.76 earnings per share. The firm’s quarterly revenue was up 17.1% on a year-over-year basis. As a group, research analysts forecast that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa announced that its board has authorized a share repurchase program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is currently 23.34%.

Insider Buying and Selling

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on 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 owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is currently owned by company insiders.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is deepening its push into AI-driven commerce after reports that it and OpenAI are integrating secure Visa payments directly into ChatGPT, while other coverage says Visa and Mastercard are using tokenization to authorize AI agents for purchases. This could position Visa at the center of “agentic commerce” and create a new payment rail for future transaction volume. Visa and OpenAI integrate Visa’s secure global payment directly into ChatGPT
• Positive Sentiment: Visa announced a partnership with Mintoak to help acquirers in Asia-Pacific offer merchant SaaS tools beyond basic payment acceptance. Investors may view this as a way to strengthen merchant relationships, increase stickiness, and expand Visa’s services revenue opportunity. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Positive Sentiment: Revolut enrolled millions of European Visa cardholders into Visa Click to Pay, expanding adoption of Visa’s checkout technology. That supports Visa’s efforts to make digital payments faster and more convenient, which could help future transaction growth. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Several articles highlighted Visa as an attractive blue-chip and payments stock, with commentary pointing to strong margins, growth, and bullish analyst price targets. This kind of favorable sentiment can support the stock. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
• Neutral Sentiment: Other pieces compared Visa with peers like Flywire, PayPal, and Mastercard, but these were largely valuation and competition discussions rather than direct company-specific catalysts. Flywire vs. Visa: Which Financial Payments Stock Is a Better Buy in 2026?
• Neutral Sentiment: Commentary on technical breakouts and valuation noted that Visa may be stabilizing after consolidation, while insider selling was also mentioned. These points may affect sentiment, but they are not a clear fundamental catalyst on their own. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Analysts Set New Price Targets

Several research analysts have recently commented on the stock. Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Evercore set a $350.00 price objective on shares of Visa in a research note on Wednesday, April 29th. UBS Group raised their price objective on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Finally, Citigroup lowered their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Visa currently has a consensus rating of “Buy” and an average price target of $387.78.

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.