Visa Inc. $V Shares Bought by MGO One Seven LLC

MGO One Seven LLC grew its holdings in shares of Visa Inc. (NYSE:V) by 24.5% during the fourth quarter, Holdings Channel reports. The firm owned 73,908 shares of the credit-card processor’s stock after purchasing an additional 14,534 shares during the quarter. MGO One Seven LLC’s holdings in Visa were worth $25,920,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in V. Vanguard Group Inc. increased its stake in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after buying an additional 1,054,343 shares during the period. Capital World Investors boosted its position in Visa by 0.8% in the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after buying an additional 193,288 shares during the period. Ameriprise Financial Inc. boosted its position in Visa by 4.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock valued at $4,475,403,000 after buying an additional 530,995 shares during the period. Legal & General Group Plc grew its stake in shares of Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after acquiring an additional 399,845 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Visa by 12.2% in the third quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock worth $4,067,032,000 after acquiring an additional 1,298,435 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on V shares. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Raymond James Financial reiterated an “outperform” rating and issued a $389.00 target price on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets began coverage on Visa in a report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target on the stock. Truist Financial reduced their price target on Visa from $372.00 to $361.00 and set a “buy” rating on the stock in a research report on Friday, April 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $387.25.

Visa Trading Up 0.9%

Shares of NYSE:V opened at $321.58 on Friday. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The company’s 50 day moving average is $310.67 and its two-hundred day moving average is $326.72. The company has a market cap of $583.72 billion, a PE ratio of 28.01, a P/E/G ratio of 1.71 and a beta of 0.78. 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 (NYSE:V) last released its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s revenue for the quarter was up 17.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.76 EPS. Equities analysts predict that Visa Inc. will post 13.06 earnings per share for the current fiscal year.

Visa Dividend Announcement

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

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

Insider Activity

In other news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was 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 approximately $829,471.98. This trade represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’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 value of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. The trade was 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.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and other analyst notes show net upward revisions to annual earnings (FY2026–FY2028) after Visa’s recent quarter, supporting a higher earnings trajectory and investor optimism. Visa’s Q2 Beat Sparks Estimate Upgrades
• Positive Sentiment: Product/partnership initiatives expanding Visa’s addressable market: pilot of stablecoin settlement with Wealthsimple in Canada and broader rollout of Visa Destinations travel perks should deepen engagement and open new revenue channels. Visa Tests Stablecoins And Travel Perks As Analysts See Upside
• Positive Sentiment: Visa Canada partnerships to speed cross‑border and real‑time transfers (RemitBee) and A2A/cVRP integrations with payments platforms expand transaction volume opportunities and product stickiness. Visa Canada and RemitBee to Power Instant, Secure Canadian Cross-Border Payments
• Positive Sentiment: Partnerships with fintechs (HES FinTech / Acquired.com) to deliver Visa A2A recurring payments signal product innovation that can capture more recurring flows. HES FinTech Expands Partnership with Acquired.com
• Neutral Sentiment: Sector strength: reports of resilient consumer spending and fintech profitability are supportive for payments volumes, benefiting networks like Visa, though these are macro/sector drivers rather than company‑specific catalysts. Chime reports maiden quarterly profit on resilient consumer spending
• Neutral Sentiment: Talent flow: a former Visa engineering leader joining a payments infrastructure startup is notable for the industry but has limited near‑term impact on Visa’s fundamentals. Tabski Expands Platform, Appoints Visa Veteran Ninad Narkhede
• Negative Sentiment: Regulatory risk: UK competition regulators opened a probe into PayPal, Visa and Mastercard over potential anti‑competitive conduct tied to PayPal’s digital wallet — this increases legal/regulatory uncertainty for interchange and wallet competition. Mastercard, Visa and PayPal Hit With UK Competition Probe
• Negative Sentiment: Operational/legal warning: analysis on the “infrastructure gap” for agentic commerce warns that dispute arbitration without built‑in consent/permission records could create complex, costly disputes for processors and merchants — a potential drag on margins and risk exposure over time. The infrastructure gap in agentic commerce: payments are ready, disputes are not

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.