Visa Inc. $V Shares Sold by Little House Capital LLC

Little House Capital LLC cut its holdings in Visa Inc. (NYSE:V) by 17.7% during the 4th quarter, Holdings Channel reports. The firm owned 9,744 shares of the credit-card processor’s stock after selling 2,089 shares during the period. Little House Capital LLC’s holdings in Visa were worth $3,417,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of V. Corient Private Wealth LLC grew its position in shares of Visa by 110.4% in the second 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 grew its position in shares of Visa by 286.4% in the third 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 last quarter. SG Americas Securities LLC boosted its position in Visa by 121.7% during the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares during the last quarter. Danske Bank A S acquired a new stake in Visa during the third quarter worth approximately $565,684,000. Finally, Capital Research Global Investors boosted its position in Visa by 73.4% during the third quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock worth $1,091,528,000 after acquiring an additional 1,353,441 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a strategic partnership with Trip.com Group to expand digital-first travel payments and personalized booking experiences across Asia-Pacific, which could support future transaction volume and deepen Visa’s role in travel spending. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched an “Agentic Ready” program in the UAE and highlighted its push into AI-driven commerce, signaling the company is positioning itself for next-generation payments as consumers increasingly use AI shopping tools. Visa launches ‘Agentic Ready’ programme in UAE
• Positive Sentiment: Visa’s Spring 2026 Threats Report showed the company is strengthening network security, even as criminals shift toward AI-enabled social engineering; that can help Visa’s reputation for safe, reliable payments and support adoption of its network. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Positive Sentiment: Visa also unveiled community and brand initiatives tied to the FIFA World Cup 2026, including a Toronto soccer park and small-business support, which expands visibility ahead of a major global event. Visa Canada Brings Visa Street Soccer Park to Toronto
• Neutral Sentiment: Several analyst-style articles continued to frame Visa as a strong long-term fintech franchise with solid balance sheet metrics and growth drivers in AI commerce and value-added services, but these were largely commentary rather than fresh catalysts.
• Negative Sentiment: Recent market chatter about Berkshire Hathaway fully exiting Visa in Q1 2026 may weigh on sentiment, although the stake sale is old news and does not change Visa’s operating outlook.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction 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 completion of the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,744 shares of company stock valued at $14,356,010 over the last quarter. Company insiders own 0.12% of the company’s stock.

Visa Stock Performance

NYSE:V opened at $331.18 on Thursday. 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 company has a market cap of $594.06 billion, a P/E ratio of 28.85, a P/E/G ratio of 1.76 and a beta of 0.78. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The firm’s 50 day moving average is $312.03 and its two-hundred day moving average is $325.46.

Visa (NYSE:V) last posted its quarterly 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 company had revenue of $11.23 billion for 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 revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.76 earnings per share. Analysts expect that Visa Inc. will post 13.09 EPS for the current year.

Visa declared that its Board of Directors has approved a share buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders 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 yield of 0.8%. Visa’s dividend payout ratio (DPR) is currently 23.34%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Raymond James Financial restated an “outperform” rating and set a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. Loop Capital assumed coverage on shares of Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Citigroup decreased their target price on shares of Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. BMO Capital Markets assumed coverage on shares of Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 target price on the stock. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $395.00 target price on shares of Visa in a research report on Friday, January 30th. Six investment 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’s stock. According to MarketBeat, Visa currently has an average rating of “Buy” and an average target price of $387.67.

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.