Swedbank AB Boosts Holdings in Visa Inc. $V

Swedbank AB raised its holdings in Visa Inc. (NYSE:V) by 0.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,983,080 shares of the credit-card processor’s stock after buying an additional 19,179 shares during the quarter. Visa makes up approximately 1.0% of Swedbank AB’s holdings, making the stock its 13th largest holding. Swedbank AB’s holdings in Visa were worth $1,046,196,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Sonoma Allocations LLC purchased a new position in Visa in the 3rd quarter worth approximately $710,000. Invariant Investment Management acquired a new stake in shares of Visa during the 4th quarter valued at approximately $969,000. Vanguard Group Inc. raised its position in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its position in shares of Visa by 2.6% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 574,043 shares of the credit-card processor’s stock valued at $198,596,000 after acquiring an additional 14,581 shares in the last quarter. Finally, Federated Hermes Inc. raised its position in shares of Visa by 24.1% during the 3rd quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock valued at $281,045,000 after acquiring an additional 159,906 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa Canada and Wealthsimple launched a pilot to settle obligations in USD Coin (USDC), extending Visa’s global stablecoin settlement program to Canada — this can speed settlement (seven-day cycles), improve treasury flexibility for partners, and demonstrates Visa’s leading position in institutional stablecoin rails. Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
• Positive Sentiment: Visa expanded its “Agentic Ready” program to Canada to help issuers and partners prepare for AI agent?initiated commerce — this positions Visa to capture new payment flows as AI agents begin transacting on users’ behalf. Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
• Positive Sentiment: Visa announced a multi?year partnership with EA SPORTS to build in?game experiences and rewards — a strategic move to monetize gaming ecosystems and broaden non-card payment use cases. This diversifies revenue beyond traditional card interchange. Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
• Neutral Sentiment: Visa confirmed upcoming investor presentations: CFO Chris Suh at J.P. Morgan (May 19) and CEO Ryan McInerney at Bernstein (May 28). These events could provide additional operational detail and forward guidance but are scheduled items rather than surprises. Visa to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Visa is expanding consumer and travel-facing programs (e.g., Visa Destinations in Asia Pacific), which support brand engagement and cross?sell but are incremental versus core payments volumes. Visa Destinations Launches in Asia Pacific
• Negative Sentiment: Recent disclosures show notable insider selling (multiple executives sold shares) and large institutional adjustments (e.g., UBS trimmed a very large position in recent quarters). Those flows can weigh on near?term sentiment and add selling pressure even amid positive strategic news.

Visa Trading Down 1.5%

Shares of NYSE V opened at $322.11 on Wednesday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51. The company has a market cap of $584.68 billion, a price-to-earnings ratio of 28.06, a P/E/G ratio of 1.80 and a beta of 0.78. 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 has a fifty day simple moving average of $310.13 and a 200-day simple moving average of $326.98.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping 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 firm 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 earned $2.76 EPS. The business’s revenue for the quarter was up 17.1% on a year-over-year basis. Sell-side analysts predict that Visa Inc. will post 13.01 EPS for the current year.

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

Visa Dividend Announcement

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 dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio is currently 23.34%.

Insider Transactions at Visa

In other news, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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 transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents a 67.46% 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. Corporate insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

V has been the topic of several research reports. Weiss Ratings lowered Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, April 16th. Macquarie Infrastructure restated an “outperform” rating and set a $410.00 price objective on shares of Visa in a research note on Friday, January 30th. Evercore set a $350.00 price objective on Visa in a research note on Wednesday, April 29th. Citigroup lowered their price objective on Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $387.25.

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.