Visa Inc. $V Shares Purchased by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd increased its position in shares of Visa Inc. (NYSE:V) by 0.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 796,638 shares of the credit-card processor’s stock after purchasing an additional 2,538 shares during the quarter. Visa accounts for approximately 1.7% of UniSuper Management Pty Ltd’s investment portfolio, making the stock its 10th largest holding. UniSuper Management Pty Ltd’s holdings in Visa were worth $279,389,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Clayton Financial Group LLC raised its position 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 acquiring an additional 58 shares in the last quarter. PayPay Securities Corp raised its position 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 acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in Visa during the fourth quarter valued at approximately $26,000. Parvin Asset Management LLC raised its position 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 acquiring an additional 50 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in Visa during the fourth quarter valued at approximately $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Down 1.2%

Shares of V opened at $319.21 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $374.17. The stock’s 50 day moving average is $318.23 and its two-hundred day moving average is $324.42. The firm has a market cap of $572.60 billion, a P/E ratio of 27.81, a PEG ratio of 1.73 and a beta of 0.77.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $10.75 billion. During the same period last year, the company earned $2.76 earnings per share. Visa’s quarterly revenue was up 17.1% compared to the same quarter last year. Analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa announced that its Board of Directors has initiated a share buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its stock is undervalued.

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.

Analyst Ratings Changes

Several brokerages recently weighed in on V. Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Morgan Stanley reiterated an “overweight” rating and set a $415.00 price target on shares of Visa in a research report on Wednesday, April 29th. BMO Capital Markets began coverage on Visa in a research report on Tuesday, April 21st. They set an “outperform” rating and a $365.00 price target for the company. Evercore set a $350.00 price target on Visa in a research report on Wednesday, April 29th. Finally, Freedom Capital upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Six analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa has an average rating of “Buy” and a consensus target price of $387.78.

Insider Activity at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.12% of the stock is currently owned by company insiders.

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.