Sumitomo Mitsui Trust Group Inc. Has $1.53 Billion Stock Position in Visa Inc. $V

Sumitomo Mitsui Trust Group Inc. lifted its position in Visa Inc. (NYSE:V) by 0.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 4,493,341 shares of the credit-card processor’s stock after buying an additional 37,078 shares during the period. Visa makes up about 0.9% of Sumitomo Mitsui Trust Group Inc.’s portfolio, making the stock its 12th largest position. Sumitomo Mitsui Trust Group Inc.’s holdings in Visa were worth $1,533,937,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Family Legacy Financial Solutions LLC acquired a new stake in shares of Visa during the second quarter worth about $28,000. Harbor Asset Planning Inc. bought a new stake in Visa during the 2nd quarter worth approximately $29,000. Sagard Holdings Management Inc. acquired a new stake in Visa during the 2nd quarter worth approximately $31,000. Cranbrook Wealth Management LLC raised its holdings in Visa by 82.0% during the 2nd quarter. Cranbrook Wealth Management LLC now owns 91 shares of the credit-card processor’s stock worth $32,000 after buying an additional 41 shares during the period. Finally, Bare Financial Services Inc lifted its stake in Visa by 287.0% in the second quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Africa — Access Bank partnership launches a corporate card solution for Nigerian businesses, which supports incremental transaction volume and regional payment growth. Access Bank/Visa partnership
• Positive Sentiment: Network resilience argument — analysis notes Visa and Mastercard act like toll roads (collecting interchange on every swipe) and are structurally less exposed than lenders to an APR cap, suggesting the core payments franchise is durable even if issuing banks face pressure. MarketBeat analysis
• Neutral Sentiment: Wall‑street takeaways — some analyst commentaries remain broadly constructive on Visa’s long‑term growth (digital commerce, cross‑border volumes), but analysts’ optimism may be offset short‑term by regulatory headlines. Zacks: analyst views
• Neutral Sentiment: Longer‑term thematic tailwinds — AI‑driven e‑commerce and “smarter” checkout experiences are expected to lift fintech and payments volumes, which could benefit Visa over time if transaction growth holds. Investopedia on AI-driven shopping
• Negative Sentiment: Interest‑rate cap risk — President Trump’s proposed 10% credit‑card APR cap is prompting warnings from bank CFOs and industry groups that the measure could force issuers to cut accounts, tighten underwriting and reduce consumer spending, which would indirectly lower Visa’s transaction volumes. Fox Business: JPMorgan CFO warns CNBC: banks could fight cap
• Negative Sentiment: Routing / swipe‑fee threat — proposals to require lower‑cost routing alternatives or cap swipe fees have analysts and strategists expressing hesitation on Visa/Mastercard near term because any structural reduction in interchange or mandated routing change could pressure network economics. YouTube: Chris Grisanti on swipe fee legislation MarketWatch on sharp drops
• Negative Sentiment: Immediate market reaction — coverage and bulletin headlines drove a quick sell‑off in payments and bank names as investors price in regulatory uncertainty and potential volume/margin hits to issuers (the source of Visa’s transaction flow). TipRanks: stocks fall on cap

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and increased their price objective for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. Morgan Stanley set a $398.00 target price on Visa and gave the stock an “overweight” rating in a report on Wednesday, October 29th. KeyCorp reissued an “overweight” rating and issued a $405.00 price target on shares of Visa in a research note on Wednesday, October 22nd. Raymond James Financial reaffirmed an “outperform” rating and set a $408.00 price objective (up from $398.00) on shares of Visa in a research report on Wednesday, October 29th. Finally, Hsbc Global Res upgraded Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $402.52.

Visa Price Performance

Shares of NYSE V opened at $327.81 on Wednesday. The stock has a market capitalization of $597.18 billion, a price-to-earnings ratio of 32.11, a PEG ratio of 2.02 and a beta of 0.81. The business has a 50-day moving average of $339.98 and a 200-day moving average of $343.96. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) last released its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.01. The business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.Visa’s revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.71 earnings per share. As a group, sell-side analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. This is a boost from Visa’s previous quarterly dividend of $0.59. Visa’s payout ratio is currently 26.25%.

Insider Activity at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by corporate 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.