Indivisible Partners Takes Position in Visa Inc. $V

Indivisible Partners bought a new stake in shares of Visa Inc. (NYSE:V) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,064 shares of the credit-card processor’s stock, valued at approximately $2,127,000.

Several other hedge funds have also recently made changes to their positions in the business. RFG Advisory LLC increased its stake in shares of Visa by 1.0% during the fourth quarter. RFG Advisory LLC now owns 15,377 shares of the credit-card processor’s stock valued at $5,393,000 after buying an additional 150 shares during the period. Equitable Trust Co. increased its stake in shares of Visa by 0.5% during the fourth quarter. Equitable Trust Co. now owns 74,425 shares of the credit-card processor’s stock valued at $26,102,000 after buying an additional 405 shares during the period. Swedbank AB increased its stake in shares of Visa by 0.6% during the fourth quarter. Swedbank AB now owns 2,983,080 shares of the credit-card processor’s stock valued at $1,046,196,000 after buying an additional 19,179 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Visa by 1.8% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 6,441,815 shares of the credit-card processor’s stock valued at $2,232,039,000 after buying an additional 110,805 shares during the period. Finally, Cryder Capital Partners LLP increased its stake in shares of Visa by 11.5% during the fourth quarter. Cryder Capital Partners LLP now owns 363,838 shares of the credit-card processor’s stock valued at $127,602,000 after buying an additional 37,438 shares during the period. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on V. Truist Financial dropped their price target on Visa from $372.00 to $361.00 and set a “buy” rating on the stock in a research report on Friday, April 24th. Weiss Ratings lowered Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Citigroup dropped their price target on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Morgan Stanley restated an “overweight” rating and set a $415.00 price target on shares of Visa in a research report on Wednesday, April 29th. Finally, Rothschild & Co Redburn set a $385.00 price target on Visa in a research report on Wednesday, January 28th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $387.25.

Visa Trading Down 1.5%

Shares of NYSE:V opened at $322.11 on Wednesday. The company has a market cap of $584.68 billion, a P/E ratio of 28.06, a PEG ratio of 1.80 and a beta of 0.78. 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 $375.51. The stock’s fifty day moving average price is $310.13 and its 200-day moving average price is $326.98.

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, beating analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.76 earnings per share. Sell-side analysts expect that Visa Inc. will post 13.01 earnings per share for the current year.

Visa Dividend Announcement

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

Visa announced that its board has approved 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 reacquire up to 3.6% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $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. Corporate insiders own 0.12% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its stablecoin settlement pilot into Canada with Wealthsimple — a material step in Visa’s global stablecoin strategy that can improve settlement speed, liquidity management and institutional adoption. Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
• Positive Sentiment: Visa expanded its Agentic Ready program to Canada to prepare issuers for AI‑driven, agent-initiated commerce — positioning the network to capture future payment volume as agentic use cases scale. Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
• Positive Sentiment: Visa announced a multi‑year partnership with EA SPORTS and is broadening gaming and AI commerce efforts (and multi‑chain stablecoin capabilities), opening new consumer engagement and payments use cases. This can drive new transaction volume and brand reach. Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
• Positive Sentiment: Visa launched Visa Destinations in Asia Pacific (Thailand first, Singapore to follow), extending travel‑led cardholder engagement and potential spend growth in resilient travel markets. Visa Destinations Launches in Asia Pacific as Regional Travel Remains Resilient
• Positive Sentiment: Management will present at upcoming investor conferences (CFO at J.P. Morgan TMC on May 19; CEO at Bernstein on May 28) — events that could deliver revenue/strategy color and influence near‑term sentiment. Visa to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Tabski named ex‑Visa head of cloud engineering Ninad Narkhede as Chief Platform Officer — a talent move for Tabski but only an indirect sign about Visa’s bench strength and industry talent flows. Tabski Expands Platform to Build Real-Time Financial Infrastructure, Appoints Visa Veteran Ninad Narkhede as Chief Platform Officer
• Neutral Sentiment: New product launches across the payments ecosystem (e.g., Mesh’s invisible T&E) underscore competition and innovation in expense/payments tooling — a sector dynamic rather than a Visa-specific development. Mesh Introduces Invisible T&E – Zero-Touch Expenses and Frictionless Booking Across Every Platform
• Neutral Sentiment: Coverage and investor attention pieces (e.g., Zacks) are highlighting Visa as a widely watched name; that can amplify moves but isn’t itself a catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: An article highlighting American Express’s strong recent performance and repositioning (saying AmEx has “made Amex cool again” and is outperforming peers) underscores competitive pressure on Visa’s premium-card and affluent-consumer growth opportunities. The CEO who was told he’d never run American Express has made Amex cool again—and is beating JPMorgan, Visa, and the S&P 500
• Negative Sentiment: Recent data in the tape shows heavy insider selling and some large institutional reductions (e.g., UBS materially cut exposure), which can amplify downward price pressure and raises near‑term sentiment risk (no single news link provided in the feed).

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.