Northbridge Financial Group LLC Acquires New Holdings in Visa Inc. $V

Northbridge Financial Group LLC acquired a new stake in Visa Inc. (NYSE:V) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 5,545 shares of the credit-card processor’s stock, valued at approximately $1,945,000. Visa accounts for about 0.9% of Northbridge Financial Group LLC’s portfolio, making the stock its 26th biggest position.

Several other institutional investors and hedge funds have also added to or reduced their stakes in V. Corient Private Wealth LLC boosted its holdings in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares in the last quarter. Holocene Advisors LP boosted its holdings in shares of Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares in the last quarter. SG Americas Securities LLC boosted its holdings in shares of Visa by 121.7% during the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares in the last quarter. Danske Bank A S acquired a new stake in shares of Visa during the 3rd quarter valued at $565,684,000. Finally, Capital Research Global Investors boosted its holdings in shares of Visa by 73.4% during the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after acquiring an additional 1,353,441 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Trip.com Group announced a strategic collaboration to improve travel experiences in Asia Pacific, using Visa’s global payments network to support personalized offers and seamless transactions. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched its “Tap In” campaign for the FIFA World Cup 2026™, reinforcing its brand, contactless payments messaging, and support for small businesses and community programs in host countries. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Positive Sentiment: Several articles highlighted Visa as a blue-chip and long-term holding, citing its payments growth drivers and inclusion among stocks expected to benefit from AI and broader consumer spending trends. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Positive Sentiment: Visa’s conference presentation at J.P. Morgan’s technology/media/communications event keeps the company in the spotlight and may give investors more confidence in management’s growth strategy. Visa Inc. (V) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Commentary around agentic payments, competitor moves, and broader payments industry trends suggests the market is focused on how Visa will adapt to AI-driven commerce, but these items are mostly speculative for now. When AI shops for you: Visa and Mastercard bet on agentic payments
• Neutral Sentiment: Visa was also mentioned in market lists of trending and high-conviction blue-chip names, which supports visibility but does not materially change fundamentals on its own. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Some coverage focused on competition in digital payments and the possibility that new payment models from rivals could pressure Visa’s long-term network dominance, though no direct business setback was reported. TikTok expands financial ambitions through Brazil banking push and UK payments play

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is currently owned by company insiders.

Visa Stock Down 0.8%

Shares of V opened at $329.93 on Wednesday. The company has a market capitalization of $591.83 billion, a PE ratio of 28.74, a PEG ratio of 1.78 and a beta of 0.78. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The stock’s 50-day moving average price is $311.72 and its two-hundred day moving average price is $325.56. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64.

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 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 business’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.76 EPS. On average, analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.

Visa declared that its board has authorized a stock buyback 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 purchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders 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 yield of 0.8%. Visa’s payout ratio is presently 23.34%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on V shares. Royal Bank Of Canada reissued an “outperform” rating and set a $395.00 price objective on shares of Visa in a report on Friday, January 30th. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Oppenheimer reissued an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Finally, BMO Capital Markets started coverage on Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective on the stock. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $387.67.

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.