Mattson Financial Services LLC Has $4.20 Million Holdings in Visa Inc. $V

Mattson Financial Services LLC decreased its position in shares of Visa Inc. (NYSE:V) by 12.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,977 shares of the credit-card processor’s stock after selling 1,722 shares during the quarter. Visa comprises 1.0% of Mattson Financial Services LLC’s holdings, making the stock its 29th largest holding. Mattson Financial Services LLC’s holdings in Visa were worth $4,201,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. SmartHarvest Portfolios LLC acquired a new position in Visa during the fourth quarter worth $2,448,000. Lyell Wealth Management LP grew its holdings in shares of Visa by 2.5% during the fourth quarter. Lyell Wealth Management LP now owns 54,369 shares of the credit-card processor’s stock valued at $19,068,000 after buying an additional 1,322 shares during the last quarter. Rockbridge Capital Management LLC grew its holdings in shares of Visa by 35.9% during the fourth quarter. Rockbridge Capital Management LLC now owns 20,031 shares of the credit-card processor’s stock valued at $7,025,000 after buying an additional 5,293 shares during the last quarter. Stirlingshire Investments Inc. bought a new stake in shares of Visa during the fourth quarter worth about $247,000. Finally, CSM Advisors LLC increased its position in shares of Visa by 20.6% during the fourth quarter. CSM Advisors LLC now owns 16,080 shares of the credit-card processor’s stock worth $5,641,000 after acquiring an additional 2,742 shares in the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on V. Raymond James Financial restated an “outperform” rating and issued a $389.00 target price on shares of Visa in a report on Wednesday, April 29th. Loop Capital began coverage on Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price objective for the company. Bank of America assumed coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. BMO Capital Markets initiated coverage on Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price on the stock. Finally, Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $387.78.

Visa Stock Down 1.2%

V opened at $319.21 on Friday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $374.17. The firm has a market capitalization of $572.60 billion, a P/E ratio of 27.81, a PEG ratio of 1.73 and a beta of 0.77. The company’s 50-day moving average is $318.23 and its 200 day moving average is $324.42. 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 (NYSE:V) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the prior year, the firm posted $2.76 EPS. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. Research analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given 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 was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa announced that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 31,455 shares of the firm’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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.12% of the company’s stock.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a major partnership with OpenAI to enable secure payments inside ChatGPT, potentially opening a new channel for AI-driven commerce and reinforcing Visa’s role in digital transactions.
• Positive Sentiment: Visa is expanding its AI, tokenization, and stablecoin capabilities, which may strengthen its competitive moat and support longer-term payment volume growth.
• Positive Sentiment: Several analyst-style articles highlighted Visa as a stock to watch, citing earnings growth, price strength, and innovation momentum.
• Neutral Sentiment: Mastercard also unveiled AI-related payment tools and stablecoin initiatives, underscoring rising competition in agentic commerce rather than creating an immediate negative for Visa.
• Neutral Sentiment: Visa remains in the spotlight for the recently approved $38 billion swipe-fee settlement, but the latest coverage suggests the legal overhang is becoming more settled rather than newly pressured.
• Negative Sentiment: Despite the upbeat product news, the stock has been trading lower, likely reflecting profit-taking and investor caution about whether these AI initiatives will translate into near-term revenue.

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.