Visa Inc. $V Shares Bought by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA grew its position in Visa Inc. (NYSE:V) by 2.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 149,318 shares of the credit-card processor’s stock after buying an additional 3,779 shares during the period. Visa makes up 3.0% of Kepler Cheuvreux Suisse SA’s portfolio, making the stock its 4th largest position. Kepler Cheuvreux Suisse SA’s holdings in Visa were worth $52,379,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Vanguard Group Inc. increased its stake in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. Capital World Investors increased its stake in Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Ameriprise Financial Inc. increased its stake in Visa by 4.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor’s stock worth $4,475,403,000 after purchasing an additional 530,995 shares in the last quarter. Legal & General Group Plc increased its stake in Visa by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor’s stock worth $4,253,224,000 after purchasing an additional 399,845 shares in the last quarter. Finally, Invesco Ltd. increased its stake in Visa by 12.2% during the 3rd quarter. Invesco Ltd. now owns 11,913,505 shares of the credit-card processor’s stock worth $4,067,032,000 after purchasing an additional 1,298,435 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was 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 owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on V shares. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 target price on shares of Visa in a research note on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $415.00 target price on shares of Visa in a research note on Wednesday, April 29th. Loop Capital started coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price for the company. Finally, TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $387.25.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Visa Trading Down 0.0%

Visa stock opened at $318.66 on Monday. The firm has a 50-day moving average of $310.67 and a 200-day moving average of $326.72. Visa Inc. has a one year low of $293.89 and a one year high of $375.51. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a market cap of $571.61 billion, a price-to-earnings ratio of 27.76, a P/E/G ratio of 1.70 and a beta of 0.78.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping 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 business posted $2.76 EPS. The company’s quarterly revenue was up 17.1% on a year-over-year basis. On average, equities analysts expect that Visa Inc. will post 13.08 earnings per share for the current fiscal year.

Visa announced that its Board of Directors has initiated 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 purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

Visa Announces Dividend

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

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.