Eagle Capital Management Reduces $34K in Visa Inc. ($V)

Eagle Capital Management has trimmed its position in Visa Inc. (NYSE: V) by 106 shares, according to its latest 13F filing with the SEC. This represents a 2.8% reduction in its holdings, bringing its total to 3,671 shares valued at approximately $1.17 million as of the reporting period.

What Changed in Eagle Capital Management's Visa Position

Eagle Capital Management reduced its stake in Visa from 3,777 shares to 3,671 shares, a decrease of 106 shares or 2.8%. The reported value of its Visa holdings now stands at about $1.17 million. This move reflects a modest adjustment in the fund's investment in the payment technology giant.

Other Institutional Activity in Visa

Other major institutional investors also adjusted their Visa positions. BlackRock, Inc. reduced its holdings by 3,959,542 shares, ending with 136.2 million shares valued at $41.16 billion. Vanguard Capital Management LLC added 107 million shares, bringing its total to 107 million shares worth $32.34 billion. State Street Corp trimmed its position by 492,136 shares, now holding 82.3 million shares valued at $24.88 billion. Morgan Stanley and FMR LLC also reduced their stakes by 883,131 and 1,802,276 shares, respectively, while Geode Capital Management, LLC increased its holdings by 841,053 shares.

Visa Stock Snapshot

Shares of Visa (NYSE: V) are trading around $319.05. The company boasts a market cap of $613.1 billion and a P/E ratio of 28.06, with a forward P/E of 21.69. Visa's stock has seen a 52-week low of $293.89 and a high of $363.01. The 50-day moving average is $318.58, while the 200-day moving average is $329.67. The company maintains a current ratio of 1.09 and a quick ratio of 0.67, with a debt-to-equity ratio of 67.23.

Recent Earnings

Visa reported revenue of $43.03 billion, reflecting a growth rate of 17.1%. The company's net margin stands at 51.68%, with a return on equity of 60.35%. Earnings per share (EPS) is $11.49. Visa's next earnings report is expected on April 28, 2026.

Dividend

Visa pays an annual dividend rate of $2.68, yielding 0.84%. The dividend payout ratio is 21.97%.

Insider Buying and Selling at Visa Inc.

Recent insider activity at Visa includes CFO Chris Suh selling 10,639 shares on May 12, 2026, at an average price of $324.81. CEO Ryan McInerney executed several transactions on April 29, 2026, including a planned sale of 31,455 shares at $340.14 and a purchase of 31,455 shares at $109.82.

Analysts Set New Price Targets

Analysts remain bullish on Visa. On May 12, 2026, Truist Securities maintained a buy rating with a $371 price target. Macquarie and UBS also maintained buy ratings with targets of $420 and $410, respectively. The consensus among 36 analysts is a strong buy, with an average target price of $398.83.

About Visa Inc.

Visa Inc. is a leading payment technology company headquartered in San Francisco, California. It operates VisaNet, a network that processes payment transactions worldwide. Visa offers various financial products including credit, debit, and prepaid cards, and provides money movement services through Visa Direct. The company also offers risk management and consulting services. Under the leadership of CEO Ryan M. McInerney, Visa serves consumers, financial institutions, and governments globally.

Bottom Line

Eagle Capital Management's recent adjustment in its Visa holdings is part of a broader trend among institutional investors. Visa remains a key player in the financial services sector, with strong fundamentals and positive analyst sentiment. As always, remember that 13F filings reflect past positions and may not indicate current holdings.