Flatrock Wealth Partners LLC Purchases New Holdings in Visa Inc. $V

Flatrock Wealth Partners LLC purchased a new position in shares of Visa Inc. (NYSE:V) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,971 shares of the credit-card processor’s stock, valued at approximately $596,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Montag A & Associates Inc. increased its holdings in Visa by 1.2% in the 1st quarter. Montag A & Associates Inc. now owns 68,769 shares of the credit-card processor’s stock valued at $20,785,000 after buying an additional 842 shares during the period. Navalign LLC increased its stake in Visa by 1.7% in the first quarter. Navalign LLC now owns 10,786 shares of the credit-card processor’s stock valued at $3,260,000 after acquiring an additional 181 shares during the last quarter. Brighton Securities CORP. raised its position in Visa by 5.2% during the first quarter. Brighton Securities CORP. now owns 713 shares of the credit-card processor’s stock valued at $215,000 after purchasing an additional 35 shares in the last quarter. WealthPLAN Partners LLC raised its position in Visa by 11.4% during the first quarter. WealthPLAN Partners LLC now owns 4,189 shares of the credit-card processor’s stock valued at $1,266,000 after purchasing an additional 428 shares in the last quarter. Finally, Jackson Thornton Wealth Management LLC lifted its stake in Visa by 15.2% during the first quarter. Jackson Thornton Wealth Management LLC now owns 1,235 shares of the credit-card processor’s stock worth $376,000 after purchasing an additional 163 shares during the last quarter. 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 continues to benefit from bullish coverage around its multi-rail payments strategy, which expands beyond cards into faster transfers, AI-driven commerce, and digital currency support. That keeps the long-term growth story intact. Article: Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?
• Positive Sentiment: New use cases for Visa cards are still emerging, including Givebutter’s rollout of built-in Visa spend cards for nonprofit fundraising and operations, which supports network usage and transaction volume. Article: Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards
• Positive Sentiment: Visa is also being highlighted as a beneficiary of broader cashless-commerce trends, with analysts saying the company remains a key winner as mobile and digital payments accelerate. Article: Top Mobile Payments Stocks to Buy as Cashless Commerce Accelerates
• Neutral Sentiment: Several articles framed Visa as a strong long-term business or discussed valuation, but these were mostly analysis pieces rather than fresh catalysts for the stock. Article: Visa: A Strong Player in a Disruptive Payments Landscape
• Neutral Sentiment: Visa also announced it will report fiscal third-quarter results on July 28, which sets up a key near-term event but does not change fundamentals yet. Article: Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Negative Sentiment: Sentiment is being held back by Visa shares declining more than the broader market in recent trading, suggesting investors are locking in gains or rotating out of the stock. Article: Visa (V) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Investors are also digesting a pre-arranged insider sale by General Counsel Julie Rottenberg, which can modestly weigh on sentiment even if it was not discretionary. Article: Julie Rottenberg Sells 2,027 Shares of Visa (NYSE:V) Stock

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $450.00 price target on shares of Visa in a report on Tuesday, June 2nd. Piper Sandler began coverage on Visa in a research report on Monday, June 29th. They set an “overweight” rating and a $394.00 price objective for the company. Oppenheimer reaffirmed an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus price target of $397.91.

Insider Buying and Selling at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the 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 completion of the transaction, the chief financial officer directly owned 9,872 shares in the company, 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 Visa stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was 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. Over the last three months, insiders sold 75,581 shares of company stock worth $25,627,975. 0.12% of the stock is currently owned by insiders.

Visa Stock Performance

Shares of Visa stock opened at $347.66 on Thursday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $365.02. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The firm has a market capitalization of $623.62 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.88 and a beta of 0.75. The company’s 50 day moving average price is $329.75 and its two-hundred day moving average price is $324.89.

Visa (NYSE:V) last announced 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. 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 period in the prior year, the business earned $2.76 earnings per share. The company’s revenue for the quarter was up 17.1% compared to the same quarter last year. On average, equities analysts forecast that Visa Inc. will post 13.1 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. Shareholders of record on Tuesday, May 12th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.

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

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.