One Capital Management LLC Has $17.97 Million Stake in Visa Inc. $V

One Capital Management LLC increased its position in shares of Visa Inc. (NYSE:V) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,234 shares of the credit-card processor’s stock after buying an additional 1,685 shares during the period. One Capital Management LLC’s holdings in Visa were worth $17,968,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in V. Vanguard Group Inc. increased its holdings in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares during the last quarter. Capital World Investors increased its holdings in shares of Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares during the last quarter. Norges Bank acquired a new position in shares of Visa in the fourth quarter valued at $5,877,738,000. Finally, Ameriprise Financial Inc. increased its holdings in shares of Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after purchasing an additional 530,995 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

V has been the topic of several research reports. Loop Capital initiated coverage on shares of Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective on the stock. Oppenheimer reiterated an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective on the stock in a report on Monday, February 2nd. Citigroup decreased their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Finally, Weiss Ratings downgraded shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Visa presently has an average rating of “Buy” and an average target price of $386.70.

Visa Price Performance

NYSE:V opened at $322.57 on Tuesday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The firm has a market cap of $578.62 billion, a price-to-earnings ratio of 28.10, a P/E/G ratio of 1.74 and a beta of 0.78. The firm’s 50-day simple moving average is $315.33 and its 200 day simple moving average is $324.87. 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 released its quarterly earnings results 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 net margin of 51.68% and a return on equity of 65.00%. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period last year, the firm earned $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. As a group, sell-side analysts predict that Visa Inc. will post 13.09 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. Investors of record on Tuesday, May 12th were given 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 of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is currently 23.34%.

Visa announced that its Board of Directors has initiated a share repurchase program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated 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 in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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. The trade was 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 have sold 42,744 shares of company stock worth $14,356,010 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s long-term business model remains strong because it earns a fee on a huge share of global digital transactions, making it a durable “buy and hold forever” candidate for investors focused on secular growth. American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending
• Positive Sentiment: Market commentators say Visa now screens attractively after a year of weaker performance, suggesting the selloff may have reset the valuation on this high-quality payments franchise. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Positive Sentiment: Visa’s recent investment in Replit and its work on AI-driven commerce could help position the company for future payment flows beyond traditional card swipes and tap-to-pay transactions. Visa’s Replit Investment Links AI Agents To Future Commerce Growth
• Neutral Sentiment: Several analyst-focused articles and comparisons with Mastercard and American Express are keeping Visa in the spotlight, but they mainly reinforce the debate over whether the stock is a buy, hold, or relative value play rather than pointing to a clear catalyst.
• Negative Sentiment: Investors remain concerned that stablecoin adoption and interchange-related legal pressure could threaten Visa’s long-term economics, contributing to the stock’s recent underperformance versus the broader market. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Negative Sentiment: One recent market view argues Visa may trail the equity market going forward, reflecting skepticism that the stock will quickly regain leadership after its recent slump. Visa: Why Trailing The Equity Market Seems The Most Likely Scenario Ahead

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.