North Dallas Bank & Trust Co. Makes New $2.63 Million Investment in Visa Inc. $V

North Dallas Bank & Trust Co. bought a new position in Visa Inc. (NYSE:V) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 7,484 shares of the credit-card processor’s stock, valued at approximately $2,625,000. Visa comprises approximately 1.7% of North Dallas Bank & Trust Co.’s portfolio, making the stock its 16th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. Clayton Financial Group LLC increased its stake in Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after acquiring an additional 58 shares during the last quarter. PayPay Securities Corp increased its stake in Visa by 102.7% in 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. bought a new position in Visa in the 4th quarter worth about $26,000. Parvin Asset Management LLC increased its stake in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new position in Visa in the 4th quarter worth about $30,000. 82.15% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CFO Chris Suh sold 10,639 shares of the stock in a transaction dated Tuesday, May 12th. The stock was 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 directly owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Oppenheimer reiterated an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. UBS Group increased their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $371.00 price objective on Visa and gave the company a “buy” rating in a research report on Tuesday, May 12th. Raymond James Financial reiterated an “outperform” rating and set a $389.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $450.00 price objective on shares of Visa in a research report on Tuesday, June 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $387.78.

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

Visa Trading Up 1.6%

Shares of V stock opened at $324.93 on Wednesday. The stock has a market capitalization of $582.84 billion, a PE ratio of 28.30, a P/E/G ratio of 1.71 and a beta of 0.77. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The business has a 50-day moving average of $317.40 and a 200 day moving average of $324.48. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.

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

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

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is currently 23.34%.

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.