Epoch Investment Partners Inc. Cuts Stock Position in Visa Inc. $V

Epoch Investment Partners Inc. cut its position in Visa Inc. (NYSE:V) by 10.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 377,503 shares of the credit-card processor’s stock after selling 42,656 shares during the period. Epoch Investment Partners Inc.’s holdings in Visa were worth $132,394,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Clayton Financial Group LLC boosted its stake in shares of Visa by 446.2% in the fourth 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 boosted its stake in shares of Visa by 102.7% in the fourth 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. acquired a new stake in shares of Visa in the fourth quarter worth approximately $26,000. Parvin Asset Management LLC boosted its stake in shares of Visa by 200.0% in the third 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 acquired a new stake in shares of Visa in the fourth quarter worth approximately $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction 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 owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction on Wednesday, April 29th. The shares were 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 in the company, valued at $5,161,284.36. This represents 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. 0.12% of the stock is owned by insiders.

Visa Stock Performance

Shares of Visa stock opened at $321.98 on Friday. Visa Inc. has a one year low of $293.89 and a one year high of $363.01. The company has a market cap of $577.55 billion, a price-to-earnings ratio of 28.05, a PEG ratio of 1.72 and a beta of 0.77. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The business’s 50 day moving average price is $318.69 and its 200 day moving average price is $324.40.

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

Visa announced that its board 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 buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a dividend of $0.67 per share. The ex-dividend date was 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 presently 23.34%.

Analyst Ratings Changes

A number of analysts have recently issued reports on V shares. Oppenheimer reaffirmed an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Loop Capital initiated coverage on Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target on the stock. Bank of America initiated coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Morgan Stanley reiterated an “overweight” rating and set a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $400.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $387.78.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa unveiled a major partnership with OpenAI to embed its payment network into ChatGPT, allowing AI agents to shop and complete purchases with user permission. This positions Visa to stay central to the next phase of digital commerce and could open a new payment channel. Visa Partners with OpenAI to Power the Next Generation of AI Commerce
• Positive Sentiment: Visa also announced new AI, tokenization, and stablecoin settlement tools for programmable commerce, signaling that management is investing to defend its competitive moat and adapt to faster-moving payment rails. Visa Launches AI and Stablecoin Tools to Power Agentic Commerce
• Positive Sentiment: Several recent commentary pieces highlight Visa’s earnings growth, balance-sheet strength, and its expanding role in AI-driven commerce, which may be reinforcing investor confidence in the stock. Earnings Growth & Price Strength Make Visa (V) a Stock to Watch
• Neutral Sentiment: One report noted that Cuba’s central bank will suspend all Visa and Mastercard transactions after a processing partnership collapsed due to U.S. sanctions. The direct financial impact appears limited, but it is a reminder of Visa’s exposure to geopolitical and sanctions-related disruptions. Cuba’s Central Bank to Suspend all Visa (V) and Mastercard Transactions
• Negative Sentiment: Investor concern also surfaced around stablecoins, with Bill Gurley saying Visa and Mastercard are “heavily threatened” by them. That reinforces the market’s view that next-generation payment technologies could pressure long-term card network economics if adoption accelerates. Bill Gurley says Visa, and Mastercard are “heavily threatened” by stablecoins

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.