Pincus Capital Management LP Invests $4.28 Million in Visa Inc. $V

03 Jun 2026, 18:30 by Danessa Lincoln · The Markets Daily

Pincus Capital Management LP bought a new position in Visa Inc. (NYSE:V – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 12,197 shares of the credit-card processor’s stock, valued at approximately $4,278,000. Visa makes up about 2.9% of Pincus Capital Management LP’s holdings, making the stock its 9th largest holding.

A number of other large investors have also recently made changes to their positions in V. Clayton Financial Group LLC increased its holdings 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 buying an additional 58 shares during the last quarter. PayPay Securities Corp increased its holdings 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 buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. bought a new stake in shares of Visa in the 4th quarter worth about $26,000. Parvin Asset Management LLC increased its holdings 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 buying an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new stake in shares of Visa in the 4th quarter worth about $30,000. 82.15% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction dated 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 approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The transaction was disclosed in a document filed 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 the business’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This represents a 51.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

Visa stock opened at $322.57 on Tuesday. The stock has a market cap of $578.62 billion, a price-to-earnings ratio of 28.10, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The firm has a 50-day moving average of $315.33 and a two-hundred day moving average of $324.87.

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

Visa announced that its board has approved a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in 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 generally an indication that the company’s board believes its stock is undervalued.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s payout ratio is currently 23.34%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on V shares. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Morgan Stanley restated an “overweight” rating and issued a $415.00 target price on shares of Visa in a report on Wednesday, April 29th. Loop Capital started coverage on shares of Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price on the stock. Finally, Bank of America began coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 target price on the stock. Six 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 MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $386.70.

View Our Latest Analysis on Visa

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa’s long-term business model remains strong because it earns a fee on a huge share of global digital transactions, making it a durable “buy and hold forever” candidate for investors focused on secular growth. American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending
Positive Sentiment: Market commentators say Visa now screens attractively after a year of weaker performance, suggesting the selloff may have reset the valuation on this high-quality payments franchise. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
Positive Sentiment: Visa’s recent investment in Replit and its work on AI-driven commerce could help position the company for future payment flows beyond traditional card swipes and tap-to-pay transactions. Visa’s Replit Investment Links AI Agents To Future Commerce Growth
Neutral Sentiment: Several analyst-focused articles and comparisons with Mastercard and American Express are keeping Visa in the spotlight, but they mainly reinforce the debate over whether the stock is a buy, hold, or relative value play rather than pointing to a clear catalyst.
Negative Sentiment: Investors remain concerned that stablecoin adoption and interchange-related legal pressure could threaten Visa’s long-term economics, contributing to the stock’s recent underperformance versus the broader market. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
Negative Sentiment: One recent market view argues Visa may trail the equity market going forward, reflecting skepticism that the stock will quickly regain leadership after its recent slump. Visa: Why Trailing The Equity Market Seems The Most Likely Scenario Ahead

Visa Profile

(Free Report)

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.