Brady Martz Wealth Solutions LLC increased its stake in Visa Inc. (NYSE:V – Free Report) by 30.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,147 shares of the credit-card processor’s stock after acquiring an additional 1,687 shares during the quarter. Brady Martz Wealth Solutions LLC’s holdings in Visa were worth $2,160,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. J. Derek Lewis & Associates Inc. acquired a new stake in shares of Visa in the fourth quarter worth approximately $861,000. Purpose Unlimited Inc. purchased a new position in Visa in the 4th quarter valued at $1,404,000. Stance Capital LLC boosted its stake in Visa by 54.4% during the 4th quarter. Stance Capital LLC now owns 12,910 shares of the credit-card processor’s stock worth $4,528,000 after purchasing an additional 4,547 shares during the last quarter. Carter Financial LLC acquired a new stake in Visa during the 4th quarter worth $610,000. Finally, Cornerstone Planning LLC purchased a new stake in shares of Visa during the fourth quarter worth $3,688,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Key Headlines Impacting 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 Trading Up 0.1%
Visa (NYSE:V – Get Free Report) last issued its 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 earnings per share. Visa’s quarterly revenue was up 17.1% compared to the same quarter last year. Sell-side analysts forecast that Visa Inc. will post 13.09 EPS for the current year.
Visa Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.
Visa announced that its Board of Directors has initiated 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 shares through open market purchases. Shares buyback programs are generally a sign that the company’s management believes its shares are undervalued.
Analysts Set New Price Targets
A number of equities research analysts have recently commented on the stock. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Truist Financial set a $371.00 price target on shares of Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Finally, Bank of America began coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. 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 company’s stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average target price of $387.78.
View Our Latest Stock Analysis on V
Insider Activity at Visa
In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’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 value of $10,699,103.70. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 stock in a transaction that occurred 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 completion of the transaction, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.
Visa Company 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.
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