Beirne Wealth Consulting Services LLC lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 62.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,471 shares of the credit-card processor’s stock after selling 2,406 shares during the quarter. Beirne Wealth Consulting Services LLC’s holdings in Visa were worth $516,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sonoma Allocations LLC acquired a new position in shares of Visa in the 3rd quarter valued at about $710,000. Invariant Investment Management acquired a new position in shares of Visa in the 4th quarter valued at about $969,000. Vanguard Group Inc. lifted its position in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after acquiring an additional 1,054,343 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its holdings in Visa by 2.6% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock worth $198,596,000 after acquiring an additional 14,581 shares during the period. Finally, Federated Hermes Inc. boosted its holdings in Visa by 24.1% in the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after acquiring an additional 159,906 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Key Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Q2 beats — Visa reported EPS of $3.31 and revenue of $11.23B, ahead of consensus; payments volume and processed transactions rose ~9%, and cross‑border volume grew double digits, supporting the revenue beat and margin strength. Visa Fiscal Second Quarter 2026 Financial Results
- Positive Sentiment: Capital returns boosted — the board authorized a new $20B multi-year share repurchase program and declared a quarterly dividend ($0.67), while the company repurchased/directed $9.2B in buybacks/dividends this quarter; this is a clear near-term EPS-support/cash-return catalyst. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback
- Positive Sentiment: Analyst backdrop — several firms have reiterated/raised targets and the median 6‑month price target sits well above the current price, giving upside in street expectations. Visa Inc. (V) Stock Rises on Q2 2026 Earnings
- Neutral Sentiment: Product/crypto initiatives — Visa is exploring stablecoin/on‑chain payment rails (WeFi partnership) and partners are launching Visa‑branded crypto cards in APAC; these expand addressable payment flows but timing and revenue impact remain uncertain. Visa, WeFi Partner on Everyday Stablecoin Payments
- Neutral Sentiment: Third‑party crypto card launches (Bitbank, Aven) signal ecosystem adoption of Visa rails for crypto rewards/credit products but have limited near‑term financial impact on Visa’s core processing revenue. Bitbank Enters the Credit Card Market With 0.5% Crypto Cashback
- Negative Sentiment: Legal overhang — retailers objected to a proposed ~$200B swipe‑fee settlement with Visa and Mastercard; continued litigation or an altered settlement could be a material headline risk and cap upside until resolved. Retailers Object to $200 Billion Visa‑Mastercard Swipe Fee Settlement
- Negative Sentiment: Insider and institutional flows — notable executive stock sales and large institutional reductions (reported in filings) may weigh on sentiment even as fundamentals improve. Visa shares jump 5.2% as Q2 results top expectations and board authorizes new $20B buyback
Wall Street Analyst Weigh In
Check Out Our Latest Stock Report on V
Visa Stock Performance
Shares of V opened at $309.34 on Wednesday. The business’s 50 day moving average is $309.59 and its two-hundred day moving average is $327.33. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The firm has a market cap of $561.51 billion, a price-to-earnings ratio of 29.02, a PEG ratio of 1.78 and a beta of 0.80. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51.
Visa (NYSE:V – Get Free Report) last announced 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. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same period in the prior year, the company posted $2.76 EPS. Visa’s quarterly revenue was up 17.1% on a year-over-year basis. Analysts forecast that Visa Inc. will post 12.84 EPS for the current fiscal year.
Visa Dividend Announcement
The firm also recently declared 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 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Tuesday, May 12th. Visa’s payout ratio is 25.14%.
Visa announced that its Board of Directors has initiated a stock repurchase program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its shares are undervalued.
Insider Buying and Selling at Visa
In other news, 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 completion of the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.12% of the stock is currently owned by company insiders.
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.
See Also
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