Flossbach Von Storch SE Lowers Holdings in Visa Inc. $V

Flossbach Von Storch SE trimmed its holdings in Visa Inc. (NYSE:V) by 1.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,144,231 shares of the credit-card processor’s stock after selling 27,872 shares during the period. Visa accounts for 3.0% of Flossbach Von Storch SE’s holdings, making the stock its 15th biggest holding. Flossbach Von Storch SE’s holdings in Visa were worth $752,003,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in V. Clayton Financial Group LLC boosted its holdings in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares during the last quarter. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. PayPay Securities Corp raised its position in shares of Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 38 shares during the period. Dorato Capital Management acquired a new position in shares of Visa in the fourth quarter worth about $30,000. Finally, Imprint Wealth LLC acquired a new position in shares of Visa in the third quarter worth about $39,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Visa

In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the completion of the transaction, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.12% of the stock is currently owned by company insiders.

Visa Stock Up 8.1%

V opened at $334.49 on Thursday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a 50-day moving average price of $309.87 and a 200 day moving average price of $327.38. The company has a market cap of $607.15 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 1.78 and a beta of 0.80.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping the consensus estimate of $3.10 by $0.21. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.74 billion. During the same quarter in the prior year, the firm earned $2.76 EPS. The company’s revenue for the quarter was up 17.1% on a year-over-year basis. Sell-side analysts expect that Visa Inc. will post 12.84 earnings per share for the current fiscal year.

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

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio is 25.14%.

More Visa News

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

Analyst Ratings Changes

V has been the subject of a number of analyst reports. Raymond James Financial reiterated an “outperform” rating and issued a $389.00 price objective on shares of Visa in a research report on Wednesday. Weiss Ratings downgraded shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Macquarie Infrastructure reiterated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. BMO Capital Markets initiated coverage on shares of Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Finally, Daiwa Securities Group upgraded shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research report on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $387.25.

About Visa

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.