Visa Inc. $V Stock Holdings Lowered by Northeast Investment Management

Northeast Investment Management reduced its stake in shares of Visa Inc. (NYSE:V) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 242,902 shares of the credit-card processor’s stock after selling 1,733 shares during the quarter. Visa accounts for approximately 3.3% of Northeast Investment Management’s holdings, making the stock its 6th largest holding. Northeast Investment Management’s holdings in Visa were worth $85,188,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of V. Brighton Jones LLC raised its holdings in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after buying an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. raised its holdings in shares of Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after buying an additional 477 shares during the period. Matrix Asset Advisors Inc. NY raised its holdings in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after buying an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Visa by 13.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after buying an additional 2,230 shares during the period. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Price Performance

V stock opened at $326.41 on Wednesday. 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 Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The stock’s 50 day moving average is $311.08 and its two-hundred day moving average is $326.25. The company has a market capitalization of $585.50 billion, a PE ratio of 28.43, a P/E/G ratio of 1.73 and a beta of 0.78.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 65.00% and a net margin of 51.68%.The business’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.76 EPS. Analysts predict that Visa Inc. will post 13.08 earnings per share for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors 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 dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s dividend payout ratio is currently 23.34%.

Visa declared 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 buy up to 3.6% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on V. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday, January 28th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a report on Monday, February 2nd. Cantor Fitzgerald restated an “overweight” rating and set a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Morgan Stanley restated an “overweight” rating and set a $415.00 price objective on shares of Visa in a report on Wednesday, April 29th. Finally, Evercore set a $350.00 price objective on Visa in a report on Wednesday, April 29th. 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 currently has a consensus rating of “Buy” and an average target price of $387.67.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a new partnership with Zilch and Thredd in the U.K. to roll out Visa Flexible Credential, expanding its network’s role in enabling more flexible ways for consumers to pay. Visa Flexible Credential Brings More Flexible Ways to Pay to Zilch Cardholders in the UK
• Positive Sentiment: Visa also unveiled “Tap to Confirm” and “Tap to Activate” with Keyno and Fidelity Bank (Bahamas), showing continued product innovation around identity verification and secure card use. Your Card, Your Security. Tap: A Safer Way to Verify Identity
• Positive Sentiment: Longer-term, a new Romania cards and payments report highlighted growth in digital wallets, ecommerce, and instant payments such as RoPay, all of which support Visa’s transaction network and adoption opportunities. Romania Cards and Payments Market Report 2026
• Neutral Sentiment: Separately, an article arguing Visa and Mastercard remain dominant payments stocks adds to the broader bullish case, but it does not introduce a new company-specific catalyst. Visa vs. Mastercard: Better Payments Stock?
• Neutral Sentiment: Coverage of Visa’s AI-commerce testing and concert-payment partnerships underscores ongoing innovation, though the market impact is likely limited unless these pilots translate into usage growth. Visa Tests AI Commerce And Concert Payments As Shares Trade Below Targets

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

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.