Aureus Asset Management LLC Sells 2,464 Shares of Visa Inc. $V

Aureus Asset Management LLC decreased its holdings in shares of Visa Inc. (NYSE:V) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 175,140 shares of the credit-card processor’s stock after selling 2,464 shares during the period. Visa makes up about 3.9% of Aureus Asset Management LLC’s portfolio, making the stock its 6th largest position. Aureus Asset Management LLC’s holdings in Visa were worth $61,423,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Clayton Financial Group LLC grew its stake in shares of 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 in the last quarter. Parvin Asset Management LLC grew its stake in shares of 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 in the last quarter. PayPay Securities Corp grew its stake in shares of 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 in the last quarter. Cresta Advisors Ltd. bought a new stake in shares of Visa in the 4th quarter worth $26,000. Finally, Dorato Capital Management bought a new stake in shares of Visa in the 4th quarter worth $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on V shares. BMO Capital Markets started coverage on shares of Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target for the company. Loop Capital started coverage on shares of Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target for the company. Sanford C. Bernstein restated an “outperform” rating and set a $450.00 price target on shares of Visa in a research report on Tuesday, June 2nd. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Finally, UBS Group increased their price target on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Six research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average 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: Visa is deepening its push into AI-driven commerce after reports that it and OpenAI are integrating secure Visa payments directly into ChatGPT, while other coverage says Visa and Mastercard are using tokenization to authorize AI agents for purchases. This could position Visa at the center of “agentic commerce” and create a new payment rail for future transaction volume. Visa and OpenAI integrate Visa’s secure global payment directly into ChatGPT
• Positive Sentiment: Visa announced a partnership with Mintoak to help acquirers in Asia-Pacific offer merchant SaaS tools beyond basic payment acceptance. Investors may view this as a way to strengthen merchant relationships, increase stickiness, and expand Visa’s services revenue opportunity. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Positive Sentiment: Revolut enrolled millions of European Visa cardholders into Visa Click to Pay, expanding adoption of Visa’s checkout technology. That supports Visa’s efforts to make digital payments faster and more convenient, which could help future transaction growth. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Several articles highlighted Visa as an attractive blue-chip and payments stock, with commentary pointing to strong margins, growth, and bullish analyst price targets. This kind of favorable sentiment can support the stock. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
• Neutral Sentiment: Other pieces compared Visa with peers like Flywire, PayPal, and Mastercard, but these were largely valuation and competition discussions rather than direct company-specific catalysts. Flywire vs. Visa: Which Financial Payments Stock Is a Better Buy in 2026?
• Neutral Sentiment: Commentary on technical breakouts and valuation noted that Visa may be stabilizing after consolidation, while insider selling was also mentioned. These points may affect sentiment, but they are not a clear fundamental catalyst on their own. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 directly 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 Visa stock in a transaction that occurred on 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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $330.42 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 firm has a market capitalization of $592.69 billion, a PE ratio of 28.78, a P/E/G ratio of 1.78 and a beta of 0.77. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $359.66. The company has a 50-day moving average price of $320.34 and a two-hundred day moving average price of $324.26.

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, 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 firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter last year, the business earned $2.76 earnings per share. The company’s quarterly revenue was up 17.1% on a year-over-year basis. Equities analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

Visa Dividend Announcement

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

Visa announced that its board has authorized a stock repurchase plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

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.