Compass Capital Management Inc. Has $54.46 Million Position in Visa Inc. $V

01 Aug 2026, 09:20 by Sarita Garza · The Markets Daily

Compass Capital Management Inc. lessened its position in Visa Inc. (NYSE:V – Free Report) by 5.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 173,559 shares of the credit-card processor’s stock after selling 9,063 shares during the period. Visa makes up about 3.2% of Compass Capital Management Inc.’s investment portfolio, making the stock its 14th biggest holding. Compass Capital Management Inc.’s holdings in Visa were worth $54,457,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Clayton Financial Group LLC increased its position 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 valued at $25,000 after buying an additional 58 shares in the last quarter. PayPay Securities Corp lifted its holdings in shares of Visa by 102.7% during the 4th 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 in the last quarter. Cresta Advisors Ltd. bought a new position in shares of Visa during the 4th quarter valued at about $26,000. Parvin Asset Management LLC grew its position 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 valued at $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management bought a new stake in Visa during the 4th quarter worth approximately $30,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Stock Up 0.0%

Shares of V stock opened at $366.33 on Friday. The company has a current ratio of 0.99, a quick ratio of 1.09 and a debt-to-equity ratio of 0.60. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $373.97. The firm’s fifty day moving average price is $341.12 and its two-hundred day moving average price is $325.78. The firm has a market capitalization of $657.11 billion, a P/E ratio of 31.15, a PEG ratio of 1.98 and a beta of 0.75.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The company’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.98 EPS. On average, equities analysts predict that Visa Inc. will post 13.11 EPS for the current fiscal year.

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

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa’s dividend payout ratio is 22.79%.

Visa News Roundup

Here are the key news stories impacting Visa this week:

Positive Sentiment: Strong earnings continue to support the stock. Visa reported fiscal third-quarter EPS of $3.32, above the $3.23 consensus, while revenue reached $11.63 billion, up 14.4% year over year and ahead of expectations. The results reinforce confidence in payment-volume growth and Visa’s high-margin business model. Visa Trading Up Following Better-Than-Expected Earnings
Positive Sentiment: Analysts remain constructive. Cantor Fitzgerald reiterated an “Overweight” rating, while BMO Capital Markets, JPMorgan and Robert W. Baird forecast additional price appreciation. One fair-value estimate rose from $398.83 to $411.63, reflecting optimism about payment volumes, value-added services and potential stablecoin-related products. Visa Stock Sees Modest Fair Value Lift
Positive Sentiment: Restructuring could improve efficiency. Visa plans to eliminate roughly 2,600 jobs, or about 7% of its workforce, as artificial intelligence and other technology reshape operations. Although the cuts may create near-term charges, investors could view lower long-term costs and greater productivity favorably. Visa Layoffs Will Cut 7 Percent of Its Workforce
Neutral Sentiment: Competitive developments bear watching. X Money launched with a Visa debit card, peer-to-peer transfers and 3% cashback, potentially generating transaction activity for Visa while also intensifying competition in digital payments and consumer wallets. Elon Musk Aims at Venmo With One Bold Perk
Negative Sentiment: Job cuts may raise execution and sentiment concerns. The scale of the layoffs highlights Visa’s efforts to adapt to AI-driven changes and could unsettle employees or investors if restructuring disrupts growth initiatives. Visa Slashes Thousands of Jobs in Efficiency Push

Insider Buying and Selling

In other Visa news, CEO Ryan Mcinerney sold 20,970 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at $5,162,953.50. This trade represents a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,398 shares of company stock valued at $35,831,433 in the last ninety days. 0.12% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on the stock. Wolfe Research restated an “outperform” rating and set a $435.00 target price (up from $430.00) on shares of Visa in a report on Wednesday. Evercore set a $350.00 price objective on shares of Visa in a research report on Wednesday, April 29th. BNP Paribas Exane upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, July 21st. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $410.00 price objective on shares of Visa in a research report on Wednesday. Finally, Weiss Ratings upgraded Visa from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $411.77.

View Our Latest Research Report on Visa

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.