Visa Inc. $V Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. lessened its stake in shares of Visa Inc. (NYSE:V) by 3.2% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 2,850,766 shares of the credit-card processor’s stock after selling 92,870 shares during the quarter. Visa comprises about 1.4% of Bessemer Group Inc.’s portfolio, making the stock its 10th largest holding. Bessemer Group Inc.’s holdings in Visa were worth $861,616,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in the company. Ransom Advisory Ltd grew its position in shares of Visa by 0.3% during the 4th quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares in the last quarter. FOCUS Wealth Advisors LLC lifted its holdings in shares of Visa by 0.4% during the 4th quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock worth $2,704,000 after acquiring an additional 31 shares during the period. Planned Solutions Inc. boosted its position in shares of Visa by 2.0% during the 4th quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after acquiring an additional 31 shares in the last quarter. Frederick Financial Consultants LLC boosted its position in shares of Visa by 2.0% during the 4th quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock worth $560,000 after acquiring an additional 31 shares in the last quarter. Finally, Spinnaker Investment Group LLC increased its stake in Visa by 3.0% in the fourth quarter. Spinnaker Investment Group LLC now owns 1,088 shares of the credit-card processor’s stock valued at $382,000 after acquiring an additional 32 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced the Visa Stablecoin Platform, a new enterprise offering that lets banks, fintechs, and crypto-native firms mint, move, store, and redeem stablecoins in a single Visa-managed environment. The launch expands Visa’s role in digital assets and could create new fee and platform-based revenue opportunities. Article Title
• Positive Sentiment: Visa and Artemis published research showing stablecoins and AI-agent micropayments could become an important new payments layer, reinforcing Visa’s positioning in a growing market and highlighting potential long-term demand for its infrastructure. Article Title
• Positive Sentiment: Visa is also expanding its value-added services with an AI Financial Assistant for banks, and partners such as Thredd are joining Visa’s Agentic Ready program, suggesting stronger adoption of Visa’s tokenization, passkeys, and real-time payment tools. Article Title
• Neutral Sentiment: Market commentary noted Visa’s strong chart setup, including a recent golden cross, and a Zacks piece highlighted that the stock has been outperforming the broader market. These items may support momentum, but they are not fundamental catalysts. Article Title

Analysts Set New Price Targets

Several brokerages have commented on V. UBS Group boosted their price objective 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. Oppenheimer reaffirmed an “outperform” rating and issued a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Morgan Stanley reiterated an “overweight” rating and issued a $415.00 price target on shares of Visa in a research note on Wednesday, April 29th. Truist Financial set a $371.00 price target on Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Finally, Cantor Fitzgerald restated 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, eighteen have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $398.36.

Insider Activity at Visa

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,625,440. This represents a 9.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total value of $3,608,455.10. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This represents a 40.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,581 shares of company stock valued at $25,627,975 in the last 90 days. 0.12% of the stock is owned by corporate insiders.

Visa Price Performance

V stock opened at $364.40 on Friday. The stock has a market cap of $653.65 billion, a price-to-earnings ratio of 31.74, a P/E/G ratio of 1.90 and a beta of 0.75. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a 50 day simple moving average of $333.61 and a 200 day simple moving average of $324.96. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $365.14.

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, beating analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the business posted $2.76 earnings per share. Research analysts anticipate that Visa Inc. will post 13.1 EPS for the current fiscal year.

Visa Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.

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

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.