Geode Capital Management LLC Raises Stock Holdings in Visa Inc. $V

Geode Capital Management LLC lifted its holdings in Visa Inc. (NYSE:V) by 0.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 44,042,586 shares of the credit-card processor’s stock after buying an additional 388,996 shares during the quarter. Visa makes up about 1.0% of Geode Capital Management LLC’s portfolio, making the stock its 13th biggest position. Geode Capital Management LLC’s holdings in Visa were worth $15,411,395,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. MTM Investment Management LLC raised its holdings in shares of Visa by 0.9% in the third quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor’s stock worth $1,142,000 after buying an additional 30 shares during the period. High Note Wealth LLC raised its holdings in shares of Visa by 6.8% in the third quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock worth $162,000 after buying an additional 30 shares during the period. Beacon Capital Management LLC raised its holdings in shares of Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock worth $526,000 after buying an additional 30 shares during the period. Chapman Financial Group LLC raised its holdings in shares of Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock worth $1,096,000 after buying an additional 30 shares during the period. Finally, Ransom Advisory Ltd raised its holdings in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after buying an additional 30 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Trading Up 0.4%

V opened at $327.71 on Thursday. The stock’s fifty day moving average is $313.98 and its two-hundred day moving average is $325.11. The company has a market capitalization of $587.83 billion, a P/E ratio of 28.55, a PEG ratio of 1.74 and a beta of 0.78. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last released its quarterly earnings data 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 company 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%.Visa’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period last year, the business posted $2.76 EPS. Analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa Announces Dividend

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

Visa announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s management believes its shares are undervalued.

Analyst Ratings Changes

Several research analysts have commented on V shares. Cantor Fitzgerald restated an “overweight” rating and set a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Evercore set a $350.00 price objective on Visa in a report on Wednesday, April 29th. UBS Group raised their price objective on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Rothschild & Co Redburn set a $385.00 price objective on Visa in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Visa has an average rating of “Buy” and an average price target of $386.70.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto-linked card spending is surging, and analysts say Visa is capturing about 90% of crypto card transactions through partnerships with onchain-native companies, highlighting another growth channel for payment volume. Crypto card monthly transaction volume surges 230% from 2025
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Accounts Receivable Manager to make it easier for issuers and suppliers to scale virtual card programs, supporting growth in higher-margin B2B payments. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa’s new partnership with PingPong extends commercial card use for global business payouts in 170+ countries, reinforcing Visa’s push to capture more cross-border supplier payments. PingPong partners with Visa to launch Card to Account Payment Solution for global businesses
• Positive Sentiment: Highnote’s launch of AI-initiated payment capabilities built with Visa Intelligent Commerce suggests Visa is positioning itself early in agentic commerce and programmable payments. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Cantor Fitzgerald reiterated its Overweight rating and $400 price target after Visa’s earnings beat, which supports investor confidence but does not appear to be a fresh catalyst. Cantor Fitzgerald Reaffirms Overweight Rating on Visa (V) After Earnings Beat

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the 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 sale, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 42,744 shares of company stock valued at $14,356,010. 0.12% of the stock is currently owned by corporate insiders.

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.