Visa Inc. $V Shares Purchased by Lombard Odier Asset Management Switzerland SA

Lombard Odier Asset Management Switzerland SA lifted its holdings in Visa Inc. (NYSE:V) by 13.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,711 shares of the credit-card processor’s stock after purchasing an additional 10,880 shares during the period. Visa comprises 1.1% of Lombard Odier Asset Management Switzerland SA’s holdings, making the stock its 14th biggest holding. Lombard Odier Asset Management Switzerland SA’s holdings in Visa were worth $28,323,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Clayton Financial Group LLC raised its holdings 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 buying an additional 58 shares during the period. PayPay Securities Corp increased its stake in Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 38 shares during the period. Cresta Advisors Ltd. acquired a new position in Visa in the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC lifted its position in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after buying an additional 50 shares in the last quarter. Finally, Dorato Capital Management purchased a new stake in Visa in the 4th quarter worth approximately $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: Truist Financial raised its price target on Visa to $394 from $371 and reiterated a buy rating, signaling more upside as analysts remain constructive on the stock.
• Positive Sentiment: BNP Paribas Exane upgraded Visa, adding to the bullish analyst momentum around the company’s earnings outlook and business fundamentals.
• Positive Sentiment: Several reports suggest Visa could deliver another “business as usual” earnings beat next week, supported by resilient consumer credit demand, strong payment volumes, and ongoing digital payments growth.
• Positive Sentiment: Visa also continues to announce new partnerships, including embedded-finance and agentic-commerce initiatives with Airwallex and Lianlian, which highlight continued expansion opportunities in business-to-business and next-generation payments.
• Neutral Sentiment: Market commentary comparing Visa and Mastercard favorably to American Express after AMEX’s post-earnings selloff may be helping keep Visa steady, but it is more of an industry read-through than a company-specific catalyst.
• Neutral Sentiment: Visa is also drawing attention as a “wide-moat” stock, reflecting its durable competitive position, though that is mainly a long-term quality argument rather than a fresh near-term driver.

Visa Stock Performance

V opened at $355.29 on Friday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $365.14. 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 stock has a 50-day moving average of $337.58 and a 200-day moving average of $325.34. The company has a market cap of $637.31 billion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 1.89 and a beta of 0.75.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.76 earnings per share. As a group, equities research analysts forecast that Visa Inc. will post 13.12 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s payout ratio is currently 23.34%.

Visa declared that its board has approved a stock buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on V shares. Oppenheimer restated an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. BMO Capital Markets reissued an “outperform” rating and set a $387.00 price objective (up from $375.00) on shares of Visa in a research report on Wednesday, July 15th. Morgan Stanley restated an “overweight” rating and issued a $415.00 target price on shares of Visa in a research note on Wednesday, April 29th. Barclays began coverage on Visa in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price on the stock. Finally, Truist Financial raised their price target on Visa from $371.00 to $394.00 and gave the stock a “buy” rating in a research note on Friday. Eight equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Visa has a consensus rating of “Buy” and an average target price of $399.41.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The stock was 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 owned 18,404 shares of the company’s stock, valued at $6,625,440. This represents a 9.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer 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. Over the last quarter, insiders have sold 75,581 shares of company stock valued at $25,627,975. 0.12% of the stock is owned by company insiders.

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.