UniSuper Management Pty Ltd lifted its position in Visa Inc. (NYSE:V – Free Report) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 796,638 shares of the credit-card processor’s stock after acquiring an additional 2,538 shares during the period. Visa makes up 1.7% of UniSuper Management Pty Ltd’s portfolio, making the stock its 10th largest position. UniSuper Management Pty Ltd’s holdings in Visa were worth $279,389,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in V. Norges Bank acquired a new stake in shares of Visa in the fourth quarter worth approximately $5,877,738,000. Corient Private Wealth LLC boosted its stake in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP boosted its stake in shares of Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after acquiring an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC boosted its stake in shares of Visa by 121.7% in the fourth quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock worth $1,059,990,000 after acquiring an additional 1,658,954 shares during the last quarter. Finally, Danske Bank A S acquired a new stake in shares of Visa in the third quarter worth approximately $565,684,000. 82.15% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by insiders.
Visa Stock Performance
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter in the previous year, the business earned $2.76 earnings per share. The company’s revenue for the quarter was up 17.1% on a year-over-year basis. On average, research analysts anticipate that Visa Inc. will post 13.09 earnings per share for the current year.
Visa announced that its board has approved a share buyback plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.
Visa Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were given a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is currently 23.34%.
Analyst Upgrades and Downgrades
A number of research firms have weighed in on V. Citigroup lowered their price objective on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Cantor Fitzgerald reissued an “overweight” rating and set a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. BMO Capital Markets began coverage on Visa in a research note on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price objective on the stock. Sanford C. Bernstein reissued an “outperform” rating and set a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Finally, Bank of America began coverage on Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective on the stock. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $387.78.
Check Out Our Latest Report on Visa
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced a major partnership with OpenAI to enable secure payments inside ChatGPT, potentially opening a new channel for AI-driven commerce and reinforcing Visa’s role in digital transactions.
- Positive Sentiment: Visa is expanding its AI, tokenization, and stablecoin capabilities, which may strengthen its competitive moat and support longer-term payment volume growth.
- Positive Sentiment: Several analyst-style articles highlighted Visa as a stock to watch, citing earnings growth, price strength, and innovation momentum.
- Neutral Sentiment: Mastercard also unveiled AI-related payment tools and stablecoin initiatives, underscoring rising competition in agentic commerce rather than creating an immediate negative for Visa.
- Neutral Sentiment: Visa remains in the spotlight for the recently approved $38 billion swipe-fee settlement, but the latest coverage suggests the legal overhang is becoming more settled rather than newly pressured.
- Negative Sentiment: Despite the upbeat product news, the stock has been trading lower, likely reflecting profit-taking and investor caution about whether these AI initiatives will translate into near-term revenue.
Visa Profile
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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