Visa Inc. $V Shares Sold by Gallacher Capital Management LLC

Gallacher Capital Management LLC lowered its stake in shares of Visa Inc. (NYSE:V) by 77.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 764 shares of the credit-card processor’s stock after selling 2,582 shares during the quarter. Gallacher Capital Management LLC’s holdings in Visa were worth $231,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Clayton Financial Group LLC increased its holdings in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp raised its position in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in Visa in the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC grew its holdings in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new position in shares of Visa in the 4th quarter valued at about $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders

Insider Activity at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer directly 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 document filed with the SEC, which is available at this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,581 shares of company stock worth $25,627,975 over the last ninety days. 0.12% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently issued reports on V shares. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 price objective on shares of Visa in a report on Tuesday, June 2nd. Clear Str raised shares of Visa to a “strong-buy” rating in a research report on Thursday. UBS Group lifted their target price on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Finally, Citigroup dropped their price objective on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Seven analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $398.36.

Visa Price Performance

Shares of V opened at $358.51 on Friday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $365.14. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm has a market cap of $643.08 billion, a price-to-earnings ratio of 31.23, a PEG ratio of 1.91 and a beta of 0.75. The stock has a 50 day moving average of $334.41 and a 200-day moving average of $325.20.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.76 EPS. As a group, analysts forecast that Visa Inc. will post 13.11 EPS for the current year.

Visa announced that its Board of Directors has authorized a stock buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s payout ratio is currently 23.34%.

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.