Hilltop Partners LLC Boosts Holdings in Visa Inc. $V

Hilltop Partners LLC lifted its stake in Visa Inc. (NYSE:V) by 24.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,137 shares of the credit-card processor’s stock after purchasing an additional 2,212 shares during the quarter. Visa accounts for approximately 1.0% of Hilltop Partners LLC’s holdings, making the stock its 26th biggest position. Hilltop Partners LLC’s holdings in Visa were worth $3,906,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Eurizon SLJ Capital Ltd purchased a new position in Visa in the 4th quarter worth about $12,383,000. Coyle Financial Counsel LLC raised its position in Visa by 30.1% in the 4th quarter. Coyle Financial Counsel LLC now owns 1,514 shares of the credit-card processor’s stock worth $531,000 after buying an additional 350 shares during the last quarter. Cornerstone Select Advisors LLC raised its position in Visa by 1.6% in the 4th quarter. Cornerstone Select Advisors LLC now owns 3,774 shares of the credit-card processor’s stock worth $1,324,000 after buying an additional 60 shares during the last quarter. Milestones Administradora de Recursos Ltda. raised its position in Visa by 280.5% in the 4th quarter. Milestones Administradora de Recursos Ltda. now owns 30,081 shares of the credit-card processor’s stock worth $10,550,000 after buying an additional 22,176 shares during the last quarter. Finally, Fideuram Asset Management Ireland dac purchased a new position in Visa in the 4th quarter worth about $12,141,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced an investment in Replit and is exploring payments integration for developers and AI agents, which could open a new channel for “agentic commerce” and future transaction volume. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Finix launched access to Visa’s Cybersource gateway, expanding merchant adoption of Visa’s acceptance tools and reinforcing its position in payment infrastructure. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Positive Sentiment: Visa’s AR and virtual-card integration for commercial payments could accelerate adoption by making B2B payments easier and more automated. Can Visa’s New AR Integration Accelerate Virtual Card Adoption?
• Positive Sentiment: Commentary on Visa as a long-term “tollbooth” on spending reinforced the bullish case for durable fee-based cash flows. Visa and Mastercard Still Look Like Long-Term Tollbooths on Spending
• Neutral Sentiment: Visa is getting more investor attention on Zacks, but the note appears to be a watchlist update rather than a new catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Visa’s Pismo unit argued that AI is exposing outdated banking technology, a theme that supports Visa’s modernization message but does not directly change near-term earnings. Visa’s Pismo Says AI Has Exposed Banking’s Old Tech Problem
• Neutral Sentiment: Crypto card spending is rising sharply, and Visa is reportedly capturing much of that flow through partnerships, which may be incremental but is still a relatively small part of the overall business. Crypto card monthly transaction volume surges 230% from 2025
• Negative Sentiment: One Zacks update noted Visa was down modestly since its last earnings report, suggesting some recent momentum has cooled despite the company’s strong fundamentals. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. BMO Capital Markets assumed coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price for the company. Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 target price on shares of Visa in a research report on Friday, January 30th. Evercore set a $350.00 target price on Visa in a research report on Wednesday, April 29th. Finally, Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price target on shares of Visa in a research report on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $386.70.

Visa Price Performance

NYSE V opened at $327.68 on Friday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The firm has a market capitalization of $587.78 billion, a P/E ratio of 28.54, a PEG ratio of 1.74 and a beta of 0.78. 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 50-day moving average price of $314.87 and a 200-day moving average price of $325.05.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the prior year, the firm earned $2.76 EPS. The business’s revenue for the quarter was up 17.1% compared to the same quarter last year. Equities research analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current year.

Visa Dividend Announcement

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

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

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of the company’s 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 completion of the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. 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 sold 42,744 shares of company stock valued at $14,356,010 in the last quarter. 0.12% of the stock is currently owned by insiders.

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.