Visa Inc. $V Shares Sold by Copeland Capital Management LLC

Copeland Capital Management LLC lowered its holdings in shares of Visa Inc. (NYSE:V) by 6.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,709 shares of the credit-card processor’s stock after selling 3,893 shares during the period. Copeland Capital Management LLC’s holdings in Visa were worth $18,047,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in V. Norges Bank bought a new stake in shares of Visa during the fourth quarter valued at about $5,877,738,000. Cardano Risk Management B.V. lifted its holdings in Visa by 867.6% in the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after purchasing an additional 7,364,762 shares during the period. Diamant Asset Management Inc. grew its position in Visa by 29,706.3% in the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after buying an additional 7,308,345 shares in the last quarter. J. Stern & Co. LLP grew its position in Visa by 12,497.1% in the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock valued at $1,184,712,000 after buying an additional 3,351,223 shares in the last quarter. Finally, Victory Capital Management Inc. increased its stake in Visa by 48.2% during the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock valued at $2,282,472,000 after buying an additional 2,116,463 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders

Analyst Upgrades and Downgrades

V has been the topic of a number of recent analyst reports. Piper Sandler initiated coverage on shares of Visa in a research report on Monday, June 29th. They set an “overweight” rating and a $394.00 price target on the stock. Citigroup decreased their price objective on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a report on Tuesday, April 14th. Morgan Stanley reiterated an “overweight” rating and set a $415.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Barclays assumed coverage on Visa in a report on Tuesday, July 7th. They set an “overweight” rating and a $420.00 target price on the stock. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $450.00 target price on shares of Visa in a research report on Tuesday, June 2nd. Seven investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $398.36.

Visa Price Performance

NYSE:V opened at $358.51 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. The business’s 50-day moving average price is $334.41 and its 200 day moving average price is $325.20. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $365.14. The firm has a market cap of $643.08 billion, a P/E ratio of 31.23, a PEG ratio of 1.95 and a beta of 0.75.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the prior year, the company earned $2.76 EPS. Visa’s revenue was up 17.1% on a year-over-year basis. As a group, sell-side analysts predict that Visa Inc. will post 13.11 earnings per share for the current fiscal year.

Visa Announces Dividend

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

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

Insider Activity at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred 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 transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This represents a 9.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 75,581 shares of company stock valued at $25,627,975 over the last ninety days. Insiders own 0.12% of the company’s stock.

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.