Exencial Wealth Advisors LLC Sells 2,122 Shares of Visa Inc. $V
by Scott Moore · The Cerbat GemExencial Wealth Advisors LLC decreased its position in Visa Inc. (NYSE:V – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,569 shares of the credit-card processor’s stock after selling 2,122 shares during the period. Exencial Wealth Advisors LLC’s holdings in Visa were worth $24,048,000 at the end of the most recent reporting period.
A number of other hedge funds also recently bought and sold shares of the company. Patron Partners LLC lifted its holdings in shares of Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after buying an additional 30 shares during the period. MTM Investment Management LLC lifted its holdings in shares of Visa by 0.9% in the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor’s stock valued at $1,142,000 after buying an additional 30 shares during the period. High Note Wealth LLC lifted its holdings in shares of Visa by 6.8% in the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor’s stock valued at $162,000 after buying an additional 30 shares during the period. Beacon Capital Management LLC lifted its holdings in shares of Visa by 2.0% in the 3rd quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor’s stock valued at $526,000 after buying an additional 30 shares during the period. Finally, Chapman Financial Group LLC lifted its holdings in shares of Visa by 0.9% in the 3rd quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after buying an additional 30 shares during the period. Institutional investors own 82.15% of the company’s stock.
Insider Buying and Selling at Visa
In other news, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.12% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth
Several equities analysts recently issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and set a $389.00 price objective on shares of Visa in a report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 price objective on shares of Visa in a report on Friday, January 30th. Loop Capital assumed coverage on Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price objective for the company. Finally, Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, April 16th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa presently has a consensus rating of “Buy” and a consensus target price of $387.25.
Check Out Our Latest Research Report on Visa
Key Headlines Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Q2 beat, revenue growth, and upgraded outlook — Visa reported fiscal Q2 EPS and revenue above Street forecasts, posted ~17% YoY revenue growth and raised its FY26 growth outlook, which underpins stronger near-term fundamentals. Business Wire: Q2 Results
- Positive Sentiment: $20B share buyback + dividend — The board authorized a new $20 billion multi-year repurchase program and declared a quarterly dividend, boosting EPS potential and returning capital to shareholders. QuiverQuant: Buyback & Capital Returns
- Positive Sentiment: Analyst bullishness — UBS raised its price target to $410 with a Buy and Cantor Fitzgerald reaffirmed overweight with a $400 target, providing fresh analyst support and upside relative to the current share level. Benzinga: Analyst Notes
- Positive Sentiment: Product/tech traction — Visa expanded its Agentic Ready program to Latin America and Asia (AI-driven, agentic payments) and broadened its stablecoin settlement pilot to Polygon, Base and others; stablecoin settlement run-rate is now ~$7B annualized, signaling long-term optionality beyond core rails. PYMNTS: Agentic Ready Expansion Cointelegraph: Stablecoin Pilot
- Neutral Sentiment: AI narrative support — Coverage highlights that Visa could benefit as AI agents transact with cards, boosting investor sentiment on future payments volume (largely thematic, long horizon). Yahoo Finance: AI Agents Story
- Neutral Sentiment: Peer/analyst context — Some analysts note Mastercard may catch similar momentum; these cross-company takes help frame sector moves but are secondary to Visa’s own results. Benzinga: Peer Commentary
- Neutral Sentiment: Institutional/ownership notes — Coverage on large fund positions and notable holders (e.g., Lone Pine interest) provides context on potential flows but doesn’t immediately change fundamentals. InsiderMonkey: Institutional Interest
- Negative Sentiment: Legal/settlement risk — Retailer objections to a proposed ~ $200B swipe-fee settlement with merchants remain a headline risk; an adverse resolution or expensive settlement could pressure margins or lead to longer regulatory scrutiny. PYMNTS: Settlement Objections
- Negative Sentiment: Insider selling — Recent disclosures show net insider sales activity, which some investors watch as a mild negative signal on near-term insider conviction. QuiverQuant: Insider Activity
Visa Stock Performance
Shares of V stock opened at $334.49 on Thursday. The stock has a fifty day moving average price of $309.87 and a 200 day moving average price of $327.38. The stock has a market cap of $607.15 billion, a PE ratio of 31.38, a P/E/G ratio of 1.78 and a beta of 0.80. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11.
Visa (NYSE:V – Get Free Report) last issued 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. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.74 billion. During the same period in the previous year, the firm posted $2.76 earnings per share. Visa’s revenue was up 17.1% on a year-over-year basis. Sell-side analysts forecast that Visa Inc. will post 12.84 earnings per share for the current fiscal year.
Visa declared that its board has authorized a share buyback program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.
Visa Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is 25.14%.
Visa Company 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.
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