Visa Inc. $V Shares Sold by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. trimmed its stake in shares of Visa Inc. (NYSE:V) by 13.5% in the 4th quarter, HoldingsChannel reports. The firm owned 2,035,207 shares of the credit-card processor’s stock after selling 317,559 shares during the period. Visa makes up 4.0% of Mawer Investment Management Ltd.’s investment portfolio, making the stock its 5th biggest position. Mawer Investment Management Ltd.’s holdings in Visa were worth $713,767,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of V. Clayton Financial Group LLC grew its stake in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares in the last quarter. PayPay Securities Corp grew its stake in Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in Visa during the 4th quarter worth $26,000. Parvin Asset Management LLC grew its stake in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in Visa during the 4th quarter worth $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s long-term business model remains strong because it earns a fee on a huge share of global digital transactions, making it a durable “buy and hold forever” candidate for investors focused on secular growth. American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending
• Positive Sentiment: Market commentators say Visa now screens attractively after a year of weaker performance, suggesting the selloff may have reset the valuation on this high-quality payments franchise. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Positive Sentiment: Visa’s recent investment in Replit and its work on AI-driven commerce could help position the company for future payment flows beyond traditional card swipes and tap-to-pay transactions. Visa’s Replit Investment Links AI Agents To Future Commerce Growth
• Neutral Sentiment: Several analyst-focused articles and comparisons with Mastercard and American Express are keeping Visa in the spotlight, but they mainly reinforce the debate over whether the stock is a buy, hold, or relative value play rather than pointing to a clear catalyst.
• Negative Sentiment: Investors remain concerned that stablecoin adoption and interchange-related legal pressure could threaten Visa’s long-term economics, contributing to the stock’s recent underperformance versus the broader market. Visa at $326, Mastercard at $493: Buy, Sell or Hold?
• Negative Sentiment: One recent market view argues Visa may trail the equity market going forward, reflecting skepticism that the stock will quickly regain leadership after its recent slump. Visa: Why Trailing The Equity Market Seems The Most Likely Scenario Ahead

Visa Stock Down 1.2%

Visa stock opened at $322.57 on Tuesday. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The company has a market capitalization of $578.62 billion, a P/E ratio of 28.10, a PEG ratio of 1.74 and a beta of 0.78. The stock has a 50-day simple moving average of $315.33 and a 200-day simple moving average of $324.87.

Visa (NYSE:V) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the business earned $2.76 EPS. The business’s quarterly revenue was up 17.1% on a year-over-year basis. Equities research analysts expect that Visa Inc. will post 13.09 earnings per share for the current year.

Visa Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 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 Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.

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

Analysts Set New Price Targets

Several research analysts recently commented on the company. Oppenheimer reissued an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Freedom Capital raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Citigroup lowered their price objective on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, April 14th. Daiwa Securities Group raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price objective for the company in a research report on Monday, February 2nd. Finally, Weiss Ratings cut Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $386.70.

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $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. In the last three months, insiders sold 42,744 shares of company stock valued at $14,356,010. Insiders own 0.12% of the company’s stock.

Visa Company 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.