TritonPoint Partners LLC purchased a new position in Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,264 shares of the credit-card processor’s stock, valued at approximately $2,898,000. Visa accounts for about 1.5% of TritonPoint Partners LLC’s investment portfolio, making the stock its 15th biggest position.
Several other institutional investors have also recently made changes to their positions in the company. Beacon Capital Management LLC increased 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 purchasing an additional 30 shares during the period. Chapman Financial Group LLC grew its position in 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 acquiring an additional 30 shares in the last quarter. Ransom Advisory Ltd grew its position in 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 acquiring an additional 30 shares in the last quarter. TSA Wealth Managment LLC grew its position in Visa by 4.9% in the third quarter. TSA Wealth Managment LLC now owns 659 shares of the credit-card processor’s stock worth $225,000 after acquiring an additional 31 shares in the last quarter. Finally, Bank OZK grew its position in Visa by 3.7% in the third quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after acquiring an additional 31 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.
Insider Buying and Selling
In other news, CFO Chris Suh sold 10,639 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction 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. This represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was 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. 0.12% of the stock is currently owned by company insiders.
Visa Stock Performance
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 company had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the business posted $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% on a year-over-year basis. Sell-side analysts expect that Visa Inc. will post 13.09 EPS for the current year.
Visa announced that its Board of Directors has initiated a stock buyback 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 buy up to 3.6% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s management believes its stock is undervalued.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were paid a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 23.34%.
Key Headlines Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced a new partnership with Rockefeller Center, becoming a Proud Partner of the Top of the Rock observation deck. The deal adds another high-profile consumer brand association and supports Visa’s premium travel and entertainment positioning. ROCKEFELLER CENTER AND VISA ANNOUNCE PARTNERSHIP FOR TOP OF THE ROCK OBSERVATION DECK
- Positive Sentiment: Visa was highlighted as a likely beneficiary of AI-driven fan and commerce activity tied to the FIFA World Cup 2026, which could reinforce transaction volume and brand visibility during a major global event. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
- Positive Sentiment: Coverage around Visa Direct and healthcare payouts underscored a large opportunity for faster real-time payment rails, supporting the investment case for Visa’s digital and B2B payment products. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
- Neutral Sentiment: Visa released its 2026 Global Travel Intentions study showing travelers in Asia-Pacific prefer familiarity, practicality, and flexibility amid shifting global conditions. The report is useful for long-term demand insights, but it is not a direct financial catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
- Neutral Sentiment: Some commentary noted Visa is “holding steady” amid macro concerns and market volatility, suggesting investors are treating the stock as relatively defensive rather than reacting to company-specific weakness. Visa (V) Holds Steady Amid Macro Concerns
- Neutral Sentiment: A separate article discussed a limited-edition FIFA World Cup 2026 Visa gift card with Blackhawk Network, which reinforces Visa’s consumer brand but is unlikely to move the stock on its own. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
Analysts Set New Price Targets
Several research analysts recently issued reports on the stock. Loop Capital assumed coverage on shares of Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price for the company. Bank of America assumed coverage on shares of Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price for the company. Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $450.00 target price on shares of Visa in a research report on Tuesday, June 2nd. Finally, Citigroup cut their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Six analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average target price of $387.78.
Read Our Latest Stock Report on V
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.
Recommended Stories
- Five stocks we like better than Visa
- These 5 Companies Just Made a Massive Bet on Themselves
- 5 Stocks Built to Thrive in a Higher-for-Longer Economy
- RH’s Strong Q1 Still Leaves Investors With One Big Question
- Iran Ceasefire or Not, These 3 Companies Could Win
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
