QRG Capital Management Inc. Sells 25,598 Shares of Visa Inc. $V

QRG Capital Management Inc. lowered its holdings in Visa Inc. (NYSE:V) by 9.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 251,530 shares of the credit-card processor’s stock after selling 25,598 shares during the quarter. Visa makes up approximately 1.0% of QRG Capital Management Inc.’s investment portfolio, making the stock its 14th largest holding. QRG Capital Management Inc.’s holdings in Visa were worth $88,214,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Clayton Financial Group LLC raised its position 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 valued at $25,000 after purchasing an additional 58 shares during the period. Parvin Asset Management LLC raised its position 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 valued at $26,000 after purchasing an additional 50 shares during the period. PayPay Securities Corp raised its position 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 valued at $26,000 after purchasing an additional 38 shares during the period. Dorato Capital Management purchased a new position in Visa during the fourth quarter valued at approximately $30,000. Finally, Imprint Wealth LLC purchased a new position in Visa during the third quarter valued at approximately $39,000. Institutional investors own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a global, multi‑year partnership with Electronic Arts to build in‑game experiences and rewards with EA SPORTS — a move that extends Visa’s payments footprint into gaming and consumer engagement, potentially opening new transaction volume and marketing channels. Read More.
• Positive Sentiment: Visa is expanding its Agentic Ready AI‑commerce program across APAC and LATAM and added five blockchains to its stablecoin settlement pilot, broadening agent‑initiated commerce and multi‑chain settlement capabilities — strategic moves into next‑gen payment rails and AI‑driven transactions. Read More.
• Positive Sentiment: Visa launched Visa Destinations in Asia Pacific (Thailand first, Singapore to follow), expanding experience‑led travel offers that can drive cross‑border and premium spend by cardholders. This supports higher TPV potential in resilient travel markets. Read More.
• Positive Sentiment: Analyses and features (e.g., WSJ) note Visa’s consistent adaptation — turning AI and stablecoins from threats into opportunities — which reinforces confidence in Visa’s durable business model and margin profile. Read More.
• Neutral Sentiment: Consumer coverage lists Visa business cards among top offers — helpful for brand/consumer visibility but not a material near‑term earnings driver. Read More.
• Neutral Sentiment: Industry reporting on payment networks’ preparations for agentic commerce explains the technical progress but doesn’t change near‑term financials; it supports the strategic narrative around Visa’s AI efforts. Read More.
• Neutral Sentiment: Comparisons to peers (e.g., WEX vs. V) and weekly market wrap pieces place Visa in context for value investors but offer mixed buy/sell signals depending on valuation views. Read More.
• Negative Sentiment: Stablecoin startup Rain — which previously worked with Visa — is now partnering with Mastercard to issue cards for institutional customers, signaling competitive moves in the stablecoin‑card space that could pressure some prospective Visa relationships. Read More.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 31,455 shares of the company’s 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 of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares of the company’s stock, valued at $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

Shares of Visa stock opened at $326.46 on Tuesday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The stock has a market capitalization of $592.57 billion, a price-to-earnings ratio of 28.44, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. The company has a fifty day moving average of $310.11 and a 200-day moving average of $327.15. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating 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 company had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter in the prior year, the company earned $2.76 EPS. The firm’s revenue was up 17.1% on a year-over-year basis. Equities research analysts expect that Visa Inc. will post 12.98 EPS for the current year.

Visa announced that its board has approved a share buyback plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s leadership believes its stock is undervalued.

Visa Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages recently commented on V. Weiss Ratings cut shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Morgan Stanley reaffirmed an “overweight” rating and set a $415.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Finally, Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $387.25.

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.