Jericho Financial LLP Has $5.78 Million Position in Visa Inc. $V

Jericho Financial LLP raised its position in Visa Inc. (NYSE:V) by 8.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,133 shares of the credit-card processor’s stock after purchasing an additional 1,565 shares during the quarter. Visa accounts for about 3.6% of Jericho Financial LLP’s holdings, making the stock its 11th biggest holding. Jericho Financial LLP’s holdings in Visa were worth $5,783,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Clayton Financial Group LLC raised its holdings in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after buying an additional 58 shares during the last quarter. PayPay Securities Corp grew its holdings 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 acquiring an additional 38 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in Visa in the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC increased its position in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management bought a new position in shares of Visa during the fourth quarter valued at $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

V has been the topic of a number of recent research reports. Oppenheimer reiterated 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. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price for the company. Truist Financial set a $371.00 target price on Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price target on the stock. Finally, Robert W. Baird set a $412.00 price target on Visa and gave the company an “outperform” rating in a research note on Monday. Six analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $397.91.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,625,440. This represents a 9.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 75,581 shares of company stock valued at $25,627,975. Corporate insiders own 0.12% of the company’s stock.

Visa Trading Down 1.3%

NYSE:V opened at $347.66 on Thursday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $365.02. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The firm’s fifty day moving average is $329.75 and its 200-day moving average is $324.89. The firm has a market cap of $623.62 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.88 and a beta of 0.75.

Visa (NYSE:V) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. Visa’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.76 earnings per share. Equities analysts expect that Visa Inc. will post 13.1 earnings per share for the current 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 issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa announced that its Board of Directors has approved 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 buy up to 3.6% of its shares through open market purchases. Shares buyback programs are often 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: Visa continues to benefit from bullish coverage around its multi-rail payments strategy, which expands beyond cards into faster transfers, AI-driven commerce, and digital currency support. That keeps the long-term growth story intact. Article: Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?
• Positive Sentiment: New use cases for Visa cards are still emerging, including Givebutter’s rollout of built-in Visa spend cards for nonprofit fundraising and operations, which supports network usage and transaction volume. Article: Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards
• Positive Sentiment: Visa is also being highlighted as a beneficiary of broader cashless-commerce trends, with analysts saying the company remains a key winner as mobile and digital payments accelerate. Article: Top Mobile Payments Stocks to Buy as Cashless Commerce Accelerates
• Neutral Sentiment: Several articles framed Visa as a strong long-term business or discussed valuation, but these were mostly analysis pieces rather than fresh catalysts for the stock. Article: Visa: A Strong Player in a Disruptive Payments Landscape
• Neutral Sentiment: Visa also announced it will report fiscal third-quarter results on July 28, which sets up a key near-term event but does not change fundamentals yet. Article: Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Negative Sentiment: Sentiment is being held back by Visa shares declining more than the broader market in recent trading, suggesting investors are locking in gains or rotating out of the stock. Article: Visa (V) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Investors are also digesting a pre-arranged insider sale by General Counsel Julie Rottenberg, which can modestly weigh on sentiment even if it was not discretionary. Article: Julie Rottenberg Sells 2,027 Shares of Visa (NYSE:V) Stock

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.