Visa Inc. $V Shares Sold by Diamond Hill Capital Management Inc.

Diamond Hill Capital Management Inc. decreased its holdings in shares of Visa Inc. (NYSE:V) by 7.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 606,185 shares of the credit-card processor’s stock after selling 48,497 shares during the quarter. Diamond Hill Capital Management Inc.’s holdings in Visa were worth $212,595,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Clayton Financial Group LLC increased its stake in Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after acquiring an additional 58 shares during the last quarter. PayPay Securities Corp increased its stake in Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in Visa during the fourth quarter worth $26,000. Parvin Asset Management LLC grew its stake in shares of Visa by 200.0% in the third 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 in the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Visa in the fourth quarter valued at $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

V has been the subject of a number of research reports. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Truist Financial set a $371.00 price objective on Visa and gave the company a “buy” rating in a research note on Tuesday, May 12th. Finally, 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. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $387.67.

Visa Trading Up 0.2%

NYSE:V opened at $331.28 on Friday. The firm has a market cap of $594.23 billion, a PE ratio of 28.86, a price-to-earnings-growth ratio of 1.77 and a beta of 0.78. The stock has a fifty day moving average price of $312.36 and a 200 day moving average price of $325.40. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $375.51. 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 released its 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 during the quarter, compared to analyst estimates of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.Visa’s revenue was up 17.1% compared to the same quarter last year. During the same period last year, the business posted $2.76 earnings per share. Sell-side analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

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 $0.67 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is 23.34%.

Visa announced that its Board of Directors has initiated a share buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced new strategic partnerships and brand initiatives, including a collaboration with Trip.com in Asia-Pacific and a fan-focused soccer activation in Toronto, which support volume growth, merchant engagement, and brand visibility. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Positive Sentiment: Analysts continue to view Visa favorably, citing a strong balance sheet, attractive valuation versus peers, and growth opportunities in AI commerce, stablecoins, and value-added services. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Positive Sentiment: Visa highlighted growing demand for its agentic AI and digital payment tools, including a new “Agentic Ready” program in the UAE and messaging around making AI shoppers as trusted as human ones, which may help the market see the company as well positioned for next-generation commerce. Visa Wants to Make AI Shoppers as Trusted as Human Ones
• Neutral Sentiment: Visa’s Spring 2026 Threats Report warned that AI-fueled scams and social engineering are accelerating fraud, underscoring a tougher security landscape. While this could increase the need for Visa’s fraud-prevention solutions, it also highlights an ongoing risk for the payments ecosystem. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Negative Sentiment: Recent headlines about Berkshire Hathaway fully exiting its Visa stake may create some overhang, since Warren Buffett’s former ownership had been viewed as a vote of confidence in the company. Greg Abel Just Sold Berkshire Hathaway’s Stake in Visa and Mastercard…

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 42,744 shares of company stock worth $14,356,010. Company insiders own 0.12% of the company’s stock.

Visa Company 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.