Counterpoint Mutual Funds LLC Acquires Shares of 1,870 Visa Inc. $V

Counterpoint Mutual Funds LLC bought a new position in shares of Visa Inc. (NYSE:V) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 1,870 shares of the credit-card processor’s stock, valued at approximately $565,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after purchasing an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. lifted its holdings in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY boosted its position in Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after purchasing an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after purchasing an additional 2,230 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding into AI-powered travel payments through a partnership with eDreams ODIGEO, allowing AI agents to initiate and complete purchases across major travel brands, which could create new transaction volume. eDO Taps Visa to Allow AI Agents to Purchase Travel
• Positive Sentiment: Visa launched its Threat Intelligence Platform to help banks detect cyber threats earlier and reduce fraud risk, reinforcing the strength of its network and security offering. Visa Lets Banks Access Its In-House Cybersecurity Capabilities
• Positive Sentiment: Visa continues to show momentum in agentic payments, with successful live transactions alongside partners such as BBVA, Worldline, ING, and Nuvei, suggesting early traction in AI-driven payment rails. Visa and BBVA Prove Today’s Rails Can Handle Agentic Payments
• Positive Sentiment: Analyst and market commentary remain constructive, with Visa cited as a top blue-chip name and Piper Sandler recently starting coverage with an Overweight rating and a $394 target. Visa Stock Surges 12.4% in a Month: Time to Buy, Hold or Sell?
• Positive Sentiment: Visa’s last reported quarter beat expectations, with EPS of $3.31 versus $3.10 expected and revenue up 17.1% year over year, supporting the stock’s premium valuation. Visa stock profile and earnings summary
• Neutral Sentiment: CEO Ryan McInerney sold shares under a pre-arranged 10b5-1 plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for CEO stock sale

Visa Stock Down 0.2%

Shares of Visa stock opened at $361.31 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $362.13. The business’s fifty day moving average price is $327.17 and its two-hundred day moving average price is $324.90. The company has a market capitalization of $648.10 billion, a P/E ratio of 31.47, a PEG ratio of 1.93 and a beta of 0.75.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion during 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 company’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.76 earnings per share. As a group, research analysts forecast that Visa Inc. will post 13.1 EPS for the current year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio is currently 23.34%.

Visa declared that its Board of Directors has initiated a share repurchase 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 purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Wall Street Analyst Weigh In

V has been the subject of a number of recent research reports. Weiss Ratings downgraded Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. BMO Capital Markets assumed coverage on shares of Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target for the company. Loop Capital began coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target for the company. Piper Sandler began coverage on shares of Visa in a research report on Monday, June 29th. They set an “overweight” rating and a $394.00 price target for the company. Finally, Evercore set a $350.00 price objective on shares of Visa in a report on Wednesday, April 29th. Seven 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.com, Visa has an average rating of “Buy” and a consensus target price of $397.96.

Insider Transactions at Visa

In other Visa news, 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 transaction 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. This trade represents a 51.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s 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 sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 73,554 shares of company stock valued at $24,898,255 in the last quarter. 0.12% of the stock is currently owned by 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.