Oppenheimer & Co. Inc. Has $61.53 Million Position in Visa Inc. $V

Oppenheimer & Co. Inc. reduced its holdings in Visa Inc. (NYSE:V) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 175,456 shares of the credit-card processor’s stock after selling 5,392 shares during the period. Visa accounts for about 0.9% of Oppenheimer & Co. Inc.’s portfolio, making the stock its 14th largest holding. Oppenheimer & Co. Inc.’s holdings in Visa were worth $61,534,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Clayton Financial Group LLC increased its stake in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after buying an additional 58 shares during the last quarter. Parvin Asset Management LLC increased its stake in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the last quarter. PayPay Securities Corp grew its position in shares of Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 38 shares during the period. Dorato Capital Management bought a new position in shares of Visa in the 4th quarter valued at about $30,000. Finally, Imprint Wealth LLC bought a new position in shares of Visa in the 3rd quarter valued at about $39,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Visa news, 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 completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.12% of the company’s stock.

Visa Stock Performance

Shares of V stock opened at $328.43 on Friday. The company has a market capitalization of $596.16 billion, a price-to-earnings ratio of 28.61, a PEG ratio of 1.83 and a beta of 0.80. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.11 and a current ratio of 1.09. The company has a 50-day simple moving average of $310.11 and a 200 day simple moving average of $327.41. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51.

Visa (NYSE:V) last announced its 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. The business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. Visa’s revenue was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.76 EPS. On average, sell-side analysts predict that Visa Inc. will post 12.97 earnings per share for the current year.

Visa announced that its Board of Directors has authorized a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its shares are undervalued.

Visa Announces Dividend

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

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style‑score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy‑side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run‑rate, which increases optionality for non‑bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll‑out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent‑initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto‑card volume accelerating — On‑chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near‑term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5‑1 plan), cutting his holdings substantially; even planned sales can spook investors and add short‑term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Analyst Ratings Changes

A number of brokerages have recently commented on V. Bank of America began coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. Macquarie Infrastructure reissued an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Truist Financial decreased their price objective on shares of Visa from $372.00 to $361.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research report on Monday, February 2nd. Finally, Raymond James Financial reissued an “outperform” rating and issued a $389.00 price objective on shares of Visa in a research report on Wednesday. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $387.25.

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.