Vaughan Nelson Investment Management, L.P. Adds $120M in Visa Inc. ($V)

Vaughan Nelson Investment Management, L.P. has taken a new position in Visa Inc. (NYSE:V). According to its latest Form 13F filing with the SEC, the firm purchased 371,925 shares valued at approximately $119.9 million. This filing reflects holdings as of the reporting period and may not represent Vaughan Nelson's current position.

What Changed in Vaughan Nelson's Visa Position

Vaughan Nelson Investment Management's move into Visa Inc. is a new position, with the firm purchasing 371,925 shares. The value of this new stake is around $119.9 million. This marks a significant entry into Visa for Vaughan Nelson, as it previously held no shares in the company.

Other Institutional Activity in Visa

Several other institutional investors have also been active in Visa. BlackRock, Inc. reduced its holdings by 3,959,542 shares, ending with 136,190,947 shares valued at about $41.2 billion. Vanguard Capital Management LLC added 107,005,168 shares, bringing its total to the same number, worth approximately $32.3 billion. State Street Corp trimmed its position by 492,136 shares, leaving it with 82,306,015 shares valued at around $24.9 billion. Meanwhile, Morgan Stanley cut its stake by 883,131 shares, holding 45,979,950 shares worth $13.9 billion. Geode Capital Management, LLC increased its holdings by 841,053 shares, totaling 44,883,639 shares valued at about $13.5 billion.

Visa Inc. Stock Snapshot

Shares of Visa Inc. (NYSE:V) recently traded near $322.39. The company has a market cap of $613.1 billion and a P/E ratio of 28.08. Visa's stock has a 52-week low of $293.89 and a high of $360.22. Its 50-day moving average is $319.06, while the 200-day moving average is $329.53. Visa 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%, and it has a return on equity of 60.35%. Visa's earnings per share (EPS) is $11.48. The company is set to announce its next earnings on April 28, 2026.

Dividend

Visa Inc. offers a dividend rate of $2.68, yielding 0.83%. The dividend payout ratio is 21.97%.

Insider Buying and Selling at Visa Inc.

There have been several insider transactions at Visa. On May 12, 2026, Chris Suh, CFO, sold 10,639 shares at an average price of $324.81. CEO Ryan McInerney was involved in multiple transactions on April 29, 2026, selling 31,455 shares in a planned sale at $340.14 and buying 31,455 shares at $109.82. Lloyd Carney sold 650 shares on March 11, 2026, at a price of $309.62.

Analysts Set New Price Targets

Analysts have set new price targets for Visa. On May 12, 2026, Truist Securities maintained its buy rating with a $371 target. Macquarie kept its buy rating with a $420 target on April 30, 2026. UBS and Oppenheimer also maintained buy ratings with targets of $410 and $403, respectively, on April 29, 2026. The consensus among 36 analysts is a strong buy, with a mean target price of $398.83.

About Visa Inc.

Visa Inc., headquartered in San Francisco, is a leading payment technology company. It operates VisaNet, a network that processes payment transactions worldwide. Visa offers a range of products including credit, debit, and prepaid cards, as well as digital payment solutions like Visa Direct. The company serves consumers, businesses, financial institutions, and governments under various brands including Visa and Visa Electron. With Ryan M. McInerney as CEO, Visa employs around 34,100 people.

Bottom Line

Vaughan Nelson's new stake in Visa Inc. highlights interest in the financial services giant, known for its robust payment network. The 13F filing provides a snapshot of institutional confidence, though it's a backward-looking document. Investors watch Visa for its strong market position and consistent performance, as reflected in analyst ratings and recent earnings growth.