Reflection Asset Management Invests $724,000 in Visa Inc. $V

Reflection Asset Management bought a new stake in shares of Visa Inc. (NYSE:V) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,064 shares of the credit-card processor’s stock, valued at approximately $724,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. boosted its stake in shares of Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after buying an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY boosted its position in 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 worth $402,000 after purchasing an additional 164 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after buying an additional 2,230 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

V has been the topic of a number of research analyst reports. Morgan Stanley reissued an “overweight” rating and issued a $415.00 price target on shares of Visa in a research note on Wednesday, April 29th. Citigroup dropped their target price on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Evercore set a $350.00 target price on Visa in a research report on Wednesday, April 29th. Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Finally, Raymond James Financial reissued an “outperform” rating and issued a $389.00 price target on shares of Visa in a research report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $387.78.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.12% of the company’s stock.

Visa Stock Up 0.1%

Shares of NYSE:V opened at $327.67 on Friday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $359.66. The firm’s 50 day moving average price is $321.23 and its 200 day moving average price is $324.24. 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 stock has a market cap of $587.76 billion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 1.75 and a beta of 0.77.

Visa (NYSE:V) last posted 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 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 analysts’ expectations of $10.75 billion. During the same quarter in the previous year, the business posted $2.76 EPS. The firm’s revenue was up 17.1% on a year-over-year basis. As a group, equities research analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is being seen as a wide-moat, stable portfolio stock for 2H 2026, reinforcing investor confidence in its durable business model and earnings stability. Buy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026
• Positive Sentiment: Visa was upgraded to Zacks Rank #2 (Buy) on improving earnings optimism, a bullish signal that can attract momentum and fundamental investors. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Visa’s collaboration with Alchemy on AgentCard and Visa Intelligent Commerce expands its role in AI agent payments, potentially creating a new transaction channel over time. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Reports that Visa and Mastercard want to embrace stablecoins rather than fight them suggest the company is adapting to new payment rails instead of being disrupted by them. Visa and Mastercard Reportedly Want to Run Stablecoins, Not Fight Them. Here’s What It Means for Investors.
• Neutral Sentiment: Visa executives discussed stablecoins and cross-border payments at Money20/20, underscoring strategic priorities but offering no immediate financial update. Money 2020 EU Visa’s Tim Moncrieff on Stablecoins + Cross-Border Payments
• Neutral Sentiment: Additional coverage about AI agents using Visa-backed tokens and payment credentials supports the innovation narrative, but these developments are still early-stage and not yet material to near-term results. Visa and Mastercard Put Tokens in Charge of AI Commerce

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.