R.M.SINCERBEAUX Capital Management LLC Has $19.39 Million Stock Position in Visa Inc. $V

R.M.SINCERBEAUX Capital Management LLC cut its position in Visa Inc. (NYSE:V) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 55,289 shares of the credit-card processor’s stock after selling 2,572 shares during the quarter. Visa accounts for about 10.8% of R.M.SINCERBEAUX Capital Management LLC’s holdings, making the stock its 2nd biggest holding. R.M.SINCERBEAUX Capital Management LLC’s holdings in Visa were worth $19,390,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Clayton Financial Group LLC raised its position in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp raised its position in Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. bought a new position in Visa in the fourth quarter valued at about $26,000. Parvin Asset Management LLC raised its position in Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new position in Visa in the fourth quarter valued at about $30,000. 82.15% of the stock is currently owned by institutional investors.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analyst commentary says Visa’s growth across payments, AI commerce, stablecoins, and money movement supports stronger earnings momentum and more upside than PayPal. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Positive Sentiment: Visa is being highlighted as one of the stocks likely to benefit from AI changes around the FIFA World Cup 2026, reinforcing investor enthusiasm around its brand and payments ecosystem. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
• Positive Sentiment: Visa and Blackhawk Network launched a limited-edition FIFA World Cup 2026 gift card, tying the brand to a major global sporting event and potentially supporting transaction volume and consumer engagement. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
• Positive Sentiment: Visa Direct is being used in a research piece on faster healthcare payouts, underscoring ongoing demand for real-time payment rails and reinforcing Visa’s relevance in higher-growth payment flows. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
• Neutral Sentiment: Visa and Rockefeller Center announced a branding partnership for Top of the Rock, which is positive for visibility but unlikely to move fundamentals by itself. Rockefeller Center and Visa Announce Partnership for Top of the Rock Observation Deck
• Neutral Sentiment: Visa’s Global Travel Intentions report suggests travelers are still prioritizing familiarity and flexibility, which supports the company’s travel-linked payments business but is more of a trend update than a direct catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
• Neutral Sentiment: Several articles comparing Visa to Mastercard and PayPal are constructive, but they are mostly commentary rather than fresh company-specific news. Visa vs Mastercard: The Better Buy This Year

Insider Activity at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, 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 available at the SEC website. 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 that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly 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 disclosure for this sale is available in the SEC filing. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Oppenheimer reiterated an “outperform” rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Bank of America assumed coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target for the company. Finally, Citigroup decreased their price target on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Six equities research 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’s stock. Based on data from MarketBeat, Visa presently has an average rating of “Buy” and an average target price of $387.78.

Visa Trading Up 2.9%

Shares of V stock opened at $333.08 on Wednesday. The stock has a market cap of $597.47 billion, a price-to-earnings ratio of 29.01, a PEG ratio of 1.73 and a beta of 0.77. The stock has a 50-day moving average of $319.80 and a 200-day moving average of $324.29. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $359.66.

Visa (NYSE:V) last issued its quarterly 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%.The business’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.76 earnings per share. On average, equities research analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa announced that its board has approved a stock repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

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

About Visa

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.