Visa Inc. $V Shares Sold by Red Cedar Investment Management LLC

Red Cedar Investment Management LLC cut its stake in shares of Visa Inc. (NYSE:V) by 28.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,803 shares of the credit-card processor’s stock after selling 2,658 shares during the quarter. Red Cedar Investment Management LLC’s holdings in Visa were worth $2,386,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the stock. Norges Bank bought a new position in shares of Visa during the fourth quarter worth about $5,877,738,000. Corient Private Wealth LLC lifted its position in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after purchasing an additional 2,075,289 shares during the last quarter. Holocene Advisors LP boosted its stake in Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after purchasing an additional 1,872,362 shares during the period. SG Americas Securities LLC grew its position in Visa by 121.7% in the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after purchasing an additional 1,658,954 shares during the last quarter. Finally, Danske Bank A S bought a new position in Visa in the 3rd quarter worth about $565,684,000. Institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on V shares. Bank of America initiated coverage on Visa in a research report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. Evercore set a $350.00 price target on Visa in a research note on Wednesday, April 29th. Raymond James Financial restated an “outperform” rating and set a $389.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Citigroup reduced their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Finally, Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $387.78.

Visa Stock Performance

Shares of NYSE V opened at $324.93 on Wednesday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm has a market cap of $582.84 billion, a P/E ratio of 28.30, a PEG ratio of 1.71 and a beta of 0.77. The stock has a fifty day moving average price of $317.40 and a two-hundred day moving average price of $324.48. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter in the previous year, the business earned $2.76 EPS. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. Research analysts forecast that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were given a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s payout ratio is 23.34%.

Visa announced that its board has authorized a stock repurchase program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: A U.S. judge gave preliminary approval to Visa’s revised $38 billion swipe-fee settlement, removing some legal overhang and suggesting the long-running merchant dispute may be moving toward resolution. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Positive Sentiment: Visa is expanding beyond traditional card processing, with new efforts in stablecoin settlement, AI-driven payment automation, and broader B2B payment infrastructure, which could support longer-term growth. Visa Tests Stablecoins And AI As It Rebuilds Payment Infrastructure
• Positive Sentiment: Wirex joined Visa’s Agentic Ready program, reinforcing Visa’s push into AI-enabled, agent-initiated payments and expanding its relevance in digital commerce. Wirex Joins Visa Agentic Ready Programme to Enable AI-Driven Payments
• Positive Sentiment: Unusual options activity showed a sharp increase in call buying, signaling rising trader optimism that Visa’s stock could continue to move higher.
• Neutral Sentiment: Analyst and market commentary highlighted Visa as a trending stock and noted its growing network advantages through partnerships like Valor PayTech, but these items were more informational than clearly market-moving. Can Visa Deepen Its Network Advantage Through Valor PayTech? Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.

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.