Tredje AP fonden reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 397,432 shares of the credit-card processor’s stock after selling 15,474 shares during the period. Visa comprises 1.0% of Tredje AP fonden’s portfolio, making the stock its 19th largest holding. Tredje AP fonden’s holdings in Visa were worth $139,383,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in V. Clayton Financial Group LLC increased its holdings in Visa by 446.2% during the fourth 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 during the last quarter. PayPay Securities Corp increased its holdings in Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in Visa during the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC increased its holdings in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the last quarter. Finally, Dorato Capital Management purchased a new stake in Visa during the fourth quarter valued at approximately $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.
Visa Stock Performance
V opened at $329.93 on Wednesday. The firm has a market cap of $591.83 billion, a P/E ratio of 28.74, a PEG ratio of 1.78 and a beta of 0.78. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51. The company has a 50 day simple moving average of $311.72 and a two-hundred day simple moving average of $325.56. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.
Visa declared that its Board of Directors has authorized a share buyback 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 buy up to 3.6% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.
Visa Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio is presently 23.34%.
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa and Trip.com Group announced a strategic collaboration to improve travel experiences in Asia Pacific, using Visa’s global payments network to support personalized offers and seamless transactions. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
- Positive Sentiment: Visa launched its “Tap In” campaign for the FIFA World Cup 2026™, reinforcing its brand, contactless payments messaging, and support for small businesses and community programs in host countries. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
- Positive Sentiment: Several articles highlighted Visa as a blue-chip and long-term holding, citing its payments growth drivers and inclusion among stocks expected to benefit from AI and broader consumer spending trends. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
- Positive Sentiment: Visa’s conference presentation at J.P. Morgan’s technology/media/communications event keeps the company in the spotlight and may give investors more confidence in management’s growth strategy. Visa Inc. (V) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
- Neutral Sentiment: Commentary around agentic payments, competitor moves, and broader payments industry trends suggests the market is focused on how Visa will adapt to AI-driven commerce, but these items are mostly speculative for now. When AI shops for you: Visa and Mastercard bet on agentic payments
- Neutral Sentiment: Visa was also mentioned in market lists of trending and high-conviction blue-chip names, which supports visibility but does not materially change fundamentals on its own. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
- Negative Sentiment: Some coverage focused on competition in digital payments and the possibility that new payment models from rivals could pressure Visa’s long-term network dominance, though no direct business setback was reported. TikTok expands financial ambitions through Brazil banking push and UK payments play
Insiders Place Their Bets
In related news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on 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 approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 42,744 shares of company stock worth $14,356,010 over the last three months. 0.12% of the stock is currently owned by company insiders.
Analyst Ratings Changes
V has been the subject of a number of research reports. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $410.00 target price on shares of Visa in a report on Friday, January 30th. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, February 16th. Oppenheimer reaffirmed an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Finally, UBS Group upped their target price on shares of Visa from $390.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Six analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $387.67.
Check Out Our Latest Stock Analysis on V
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.
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