Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 329,153 Shares of Visa Inc. $V

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in shares of Visa Inc. (NYSE:V) by 61.3% during the first quarter, HoldingsChannel reports. The firm owned 866,330 shares of the credit-card processor’s stock after buying an additional 329,153 shares during the quarter. Visa comprises 1.4% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings, making the stock its 12th largest position. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Visa were worth $261,840,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Chapman Financial Group LLC boosted its holdings in Visa by 0.9% during the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor’s stock valued at $1,096,000 after acquiring an additional 30 shares during the period. Ransom Advisory Ltd increased its stake in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares during the period. Bank OZK lifted its position in shares of Visa by 3.7% during the 3rd quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after purchasing an additional 31 shares during the last quarter. FOCUS Wealth Advisors LLC lifted its position in shares of Visa by 0.4% during the 4th quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock worth $2,704,000 after purchasing an additional 31 shares during the last quarter. Finally, Planned Solutions Inc. boosted its stake in Visa by 2.0% during the 4th quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after purchasing an additional 31 shares during the period. 82.15% of the stock is owned by institutional investors.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding into AI-powered travel payments through a partnership with eDreams ODIGEO, allowing AI agents to initiate and complete purchases across major travel brands, which could create new transaction volume. eDO Taps Visa to Allow AI Agents to Purchase Travel
• Positive Sentiment: Visa launched its Threat Intelligence Platform to help banks detect cyber threats earlier and reduce fraud risk, reinforcing the strength of its network and security offering. Visa Lets Banks Access Its In-House Cybersecurity Capabilities
• Positive Sentiment: Visa continues to show momentum in agentic payments, with successful live transactions alongside partners such as BBVA, Worldline, ING, and Nuvei, suggesting early traction in AI-driven payment rails. Visa and BBVA Prove Today’s Rails Can Handle Agentic Payments
• Positive Sentiment: Analyst and market commentary remain constructive, with Visa cited as a top blue-chip name and Piper Sandler recently starting coverage with an Overweight rating and a $394 target. Visa Stock Surges 12.4% in a Month: Time to Buy, Hold or Sell?
• Positive Sentiment: Visa’s last reported quarter beat expectations, with EPS of $3.31 versus $3.10 expected and revenue up 17.1% year over year, supporting the stock’s premium valuation. Visa stock profile and earnings summary
• Neutral Sentiment: CEO Ryan McInerney sold shares under a pre-arranged 10b5-1 plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for CEO stock sale

Visa Stock Performance

V opened at $361.31 on Friday. The stock’s 50 day simple moving average is $327.17 and its 200-day simple moving average is $324.90. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The stock has a market cap of $648.10 billion, a PE ratio of 31.47, a P/E/G ratio of 1.93 and a beta of 0.75. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $362.13.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping 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 firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. During the same period last year, the business earned $2.76 earnings per share. Visa’s quarterly revenue was up 17.1% compared to the same quarter last year. Sell-side analysts forecast that Visa Inc. will post 13.1 EPS for the current year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. Visa’s payout ratio is presently 23.34%.

Visa announced that its Board of Directors has approved a stock buyback plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Piper Sandler began coverage on Visa in a report on Monday. They issued an “overweight” rating and a $394.00 target price on the stock. Morgan Stanley reissued an “overweight” rating and issued a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $450.00 price objective on shares of Visa in a research note on Tuesday, June 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $400.00 target price on shares of Visa in a research note on Wednesday, April 29th. Seven research 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 MarketBeat, Visa has an average rating of “Buy” and an average price target of $397.96.

Insider Transactions at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at $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 available at this link. Also, CEO Ryan Mcinerney sold 10,490 shares of Visa stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $343.99, for a total value of $3,608,455.10. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,219,704.26. The trade was a 40.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 73,554 shares of company stock worth $24,898,255. 0.12% of the stock is currently owned by insiders.

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.