Strategic Blueprint LLC Cuts Stake in Visa Inc. $V

Strategic Blueprint LLC lowered its holdings in Visa Inc. (NYSE:V) by 7.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,641 shares of the credit-card processor’s stock after selling 1,797 shares during the quarter. Strategic Blueprint LLC’s holdings in Visa were worth $7,590,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Visa Price Performance

V stock opened at $334.49 on Thursday. The company has a market capitalization of $607.15 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 1.78 and a beta of 0.80. The company’s fifty day moving average price is $309.87 and its 200-day moving average price is $327.38. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.

Visa (NYSE:V) last released 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 return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.74 billion. During the same quarter in the previous year, the company posted $2.76 EPS. The company’s revenue was up 17.1% compared to the same quarter last year. On average, equities analysts anticipate that Visa Inc. will post 12.84 EPS 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 paid a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s payout ratio is currently 25.14%.

Visa announced that its Board of Directors has initiated a share repurchase 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 buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of research firms have weighed in on V. Loop Capital began coverage on Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price on the stock. Morgan Stanley reissued an “overweight” rating and issued a $415.00 target price on shares of Visa in a report on Wednesday. TD Cowen reissued a “buy” rating on shares of Visa in a report on Friday, January 30th. Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday. Finally, Citigroup lowered their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Visa currently has an average rating of “Buy” and an average target price of $387.25.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q2 beat, revenue growth, and upgraded outlook — Visa reported fiscal Q2 EPS and revenue above Street forecasts, posted ~17% YoY revenue growth and raised its FY26 growth outlook, which underpins stronger near-term fundamentals. Business Wire: Q2 Results
• Positive Sentiment: $20B share buyback + dividend — The board authorized a new $20 billion multi-year repurchase program and declared a quarterly dividend, boosting EPS potential and returning capital to shareholders. QuiverQuant: Buyback & Capital Returns
• Positive Sentiment: Analyst bullishness — UBS raised its price target to $410 with a Buy and Cantor Fitzgerald reaffirmed overweight with a $400 target, providing fresh analyst support and upside relative to the current share level. Benzinga: Analyst Notes
• Positive Sentiment: Product/tech traction — Visa expanded its Agentic Ready program to Latin America and Asia (AI-driven, agentic payments) and broadened its stablecoin settlement pilot to Polygon, Base and others; stablecoin settlement run-rate is now ~$7B annualized, signaling long-term optionality beyond core rails. PYMNTS: Agentic Ready Expansion Cointelegraph: Stablecoin Pilot
• Neutral Sentiment: AI narrative support — Coverage highlights that Visa could benefit as AI agents transact with cards, boosting investor sentiment on future payments volume (largely thematic, long horizon). Yahoo Finance: AI Agents Story
• Neutral Sentiment: Peer/analyst context — Some analysts note Mastercard may catch similar momentum; these cross-company takes help frame sector moves but are secondary to Visa’s own results. Benzinga: Peer Commentary
• Neutral Sentiment: Institutional/ownership notes — Coverage on large fund positions and notable holders (e.g., Lone Pine interest) provides context on potential flows but doesn’t immediately change fundamentals. InsiderMonkey: Institutional Interest
• Negative Sentiment: Legal/settlement risk — Retailer objections to a proposed ~ $200B swipe-fee settlement with merchants remain a headline risk; an adverse resolution or expensive settlement could pressure margins or lead to longer regulatory scrutiny. PYMNTS: Settlement Objections
• Negative Sentiment: Insider selling — Recent disclosures show net insider sales activity, which some investors watch as a mild negative signal on near-term insider conviction. QuiverQuant: Insider Activity

Insider Activity at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were 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 of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 0.12% of the company’s stock.

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.