Crestwood Advisors Group LLC Cuts Holdings in Visa Inc. $V

Crestwood Advisors Group LLC reduced its holdings in Visa Inc. (NYSE:V) by 4.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 318,852 shares of the credit-card processor’s stock after selling 16,002 shares during the quarter. Visa accounts for about 1.8% of Crestwood Advisors Group LLC’s investment portfolio, making the stock its 8th largest holding. Crestwood Advisors Group LLC’s holdings in Visa were worth $111,825,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the business. Patron Partners LLC grew its position in shares of Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock worth $1,587,000 after buying an additional 30 shares during the last quarter. MTM Investment Management LLC grew its position in shares of Visa by 0.9% in the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor’s stock worth $1,142,000 after buying an additional 30 shares during the last quarter. High Note Wealth LLC grew its position in shares of Visa by 6.8% in the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock worth $162,000 after buying an additional 30 shares during the last quarter. Beacon Capital Management LLC boosted its position in shares of Visa by 2.0% during the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock valued at $526,000 after purchasing an additional 30 shares in the last quarter. Finally, Chapman Financial Group LLC boosted its position in shares of Visa by 0.9% during the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after purchasing an additional 30 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Up 0.9%

NYSE V opened at $321.58 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The stock’s 50 day moving average is $310.67 and its 200 day moving average is $326.72. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The firm has a market capitalization of $583.72 billion, a PE ratio of 28.01, a P/E/G ratio of 1.71 and a beta of 0.78.

Visa (NYSE:V) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the company posted $2.76 earnings per share. The company’s revenue for the quarter was up 17.1% compared to the same quarter last year. Research analysts forecast that Visa Inc. will post 13.06 earnings per share for the current fiscal year.

Visa announced that its board has approved 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 repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is 23.34%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and other analyst notes show net upward revisions to annual earnings (FY2026–FY2028) after Visa’s recent quarter, supporting a higher earnings trajectory and investor optimism. Visa’s Q2 Beat Sparks Estimate Upgrades
• Positive Sentiment: Product/partnership initiatives expanding Visa’s addressable market: pilot of stablecoin settlement with Wealthsimple in Canada and broader rollout of Visa Destinations travel perks should deepen engagement and open new revenue channels. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnerships to speed cross‑border and real‑time transfers (RemitBee) and A2A/cVRP integrations with payments platforms expand transaction volume opportunities and product stickiness. Visa Canada and RemitBee to Power Instant, Secure Canadian Cross-Border Payments
• Positive Sentiment: Partnerships with fintechs (HES FinTech / Acquired.com) to deliver Visa A2A recurring payments signal product innovation that can capture more recurring flows. HES FinTech Expands Partnership with Acquired.com
• Neutral Sentiment: Sector strength: reports of resilient consumer spending and fintech profitability are supportive for payments volumes, benefiting networks like Visa, though these are macro/sector drivers rather than company‑specific catalysts. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Talent flow: a former Visa engineering leader joining a payments infrastructure startup is notable for the industry but has limited near‑term impact on Visa’s fundamentals. Tabski Expands Platform, Appoints Visa Veteran Ninad Narkhede
• Negative Sentiment: Regulatory risk: UK competition regulators opened a probe into PayPal, Visa and Mastercard over potential anti‑competitive conduct tied to PayPal’s digital wallet — this increases legal/regulatory uncertainty for interchange and wallet competition. Mastercard, Visa and PayPal Hit With UK Competition Probe
• Negative Sentiment: Operational/legal warning: analysis on the “infrastructure gap” for agentic commerce warns that dispute arbitration without built‑in consent/permission records could create complex, costly disputes for processors and merchants — a potential drag on margins and risk exposure over time. The infrastructure gap in agentic commerce: payments are ready, disputes are not

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the business’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 sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

V has been the topic of several research reports. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Piper Sandler set a $160.00 price target on Visa in a research report on Wednesday, January 28th. Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research report on Monday, February 2nd. Cantor Fitzgerald restated an “overweight” rating and set a $400.00 price target on shares of Visa in a research report on Wednesday, April 29th. Finally, BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target on the stock. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $387.25.

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.