Financial Engines Advisors L.L.C. Reduces $200K in Visa Inc. ($V)

Financial Engines Advisors cut its Visa stake by 8.7%, selling 618 shares.

Key Points

  • Financial Engines Advisors trimmed its Visa holdings by 8.7%, reducing its position by 618 shares to a total of 6,445 shares valued at $2.09 million.
  • Visa Inc. trades on the NYSE with a market cap of $615.8 billion and a P/E ratio of 28.26, boasting a 52-week high of $359.66.
  • Analysts maintain a strong buy consensus for Visa, with recent price targets ranging from $350 to $420.

Financial Engines Advisors L.L.C. has reduced its stake in Visa Inc. (NYSE: V) by 8.7%, according to its latest Form 13F filing with the SEC. The firm sold 618 shares, bringing its total holdings to 6,445 shares, valued at approximately $2.09 million as of the reporting period.

What Changed in Financial Engines Advisors' Visa Position

Financial Engines Advisors cut its Visa position from 7,063 shares to 6,445 shares, a decrease of 618 shares or 8.7%. The value of the remaining shares is around $2.09 million. This reduction reflects the firm's strategic decision during the filing period.

Other Institutional Activity in Visa

Other major funds also adjusted their Visa holdings. BlackRock, Inc. reduced its stake by 3,959,542 shares, ending with 136,190,947 shares valued at about $41.16 billion. Vanguard Capital Management LLC significantly increased its position by 107,005,168 shares, now holding shares worth approximately $32.34 billion. State Street Corp trimmed its holdings by 492,136 shares, leaving it with 82,306,015 shares valued at $24.88 billion. Morgan Stanley and FMR LLC also reduced their positions, while Geode Capital Management, LLC added 841,053 shares, reaching a total of 44,883,639 shares worth roughly $13.54 billion.

Visa Stock Snapshot

Shares of Visa Inc. (NYSE: V) traded around $323.82 recently. The company has a market capitalization of $615.8 billion and a P/E ratio of 28.26. Visa's stock has a 52-week range of $293.89 to $359.66, with moving averages of $319.52 (50-day) and $329.40 (200-day). The company's beta is 0.765, indicating lower volatility compared to the market.

Recent Earnings

Visa reported strong financial results, with revenue reaching $43.03 billion, reflecting a growth rate of 17.1%. The company achieved a net margin of 51.68% and a return on equity of 60.35%. Earnings per share (EPS) stood at $11.46. Visa is scheduled to release its next earnings report on July 28, 2026.

Dividend

Visa pays an annual dividend rate of $2.68, yielding 0.83%. The dividend payout ratio is 21.97%, indicating a balanced approach to returning capital to shareholders.

Insider Buying and Selling at Visa Inc.

Several insiders have been active in trading Visa shares. On May 12, 2026, Chris Suh, Chief Financial Officer, sold 10,639 shares at an average price of $324.81. Ryan McInerney, Chief Executive Officer, engaged in multiple transactions, including a planned sale of 31,455 shares at $340.14 on April 29, 2026. Earlier, McInerney bought 11,754 shares on February 15, 2026.

Analysts Set New Price Targets

Analysts continue to show confidence in Visa, with Truist Securities maintaining a 'buy' rating and setting a price target of $371 on May 12, 2026. Macquarie and UBS also maintained 'buy' ratings with targets of $420 and $410, respectively. The consensus among 36 analysts is a 'strong buy', with a target mean price of $398.83.

About Visa Inc.

Visa Inc. is a leading payment technology company based in San Francisco, California. It operates VisaNet, a global transaction processing network, and offers a range of payment products including credit, debit, and prepaid cards. Visa also provides innovative services like tap to pay, tokenization, and Visa Direct, a platform for money movement. The company serves a diverse clientele, including consumers, financial institutions, and government entities, under various brand names like Visa Electron and PLUS. Visa was founded in 1958 and is led by CEO Ryan M. McInerney.

Bottom Line

Financial Engines Advisors' decision to trim its Visa holdings is part of its investment strategy, as reflected in the recent 13F filing. Visa remains a significant player in the financial services sector, with robust earnings and a strong market position. Analysts continue to endorse the stock, maintaining high price targets and a strong buy consensus.

See Also

This instant news alert was generated by automated narrative technology and financial data from EarningsIQ and public regulatory filings. It is for informational purposes only and is not financial advice.