Meiji Yasuda America Inc Takes Position in Visa Inc. $V

Meiji Yasuda America Inc acquired a new stake in shares of Visa Inc. (NYSE:V) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 24,687 shares of the credit-card processor’s stock, valued at approximately $8,658,000. Visa makes up approximately 2.0% of Meiji Yasuda America Inc’s portfolio, making the stock its 13th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of Visa in the fourth quarter worth approximately $213,000. Xponance LLC raised its stake in shares of Visa by 4.3% in the fourth quarter. Xponance LLC now owns 440,361 shares of the credit-card processor’s stock worth $154,439,000 after purchasing an additional 18,190 shares during the last quarter. Parnassus Investments LLC raised its stake in shares of Visa by 1.7% in the fourth quarter. Parnassus Investments LLC now owns 278,829 shares of the credit-card processor’s stock worth $97,788,000 after purchasing an additional 4,688 shares during the last quarter. UniSuper Management Pty Ltd raised its stake in shares of Visa by 0.3% in the fourth quarter. UniSuper Management Pty Ltd now owns 796,638 shares of the credit-card processor’s stock worth $279,389,000 after purchasing an additional 2,538 shares during the last quarter. Finally, Canopy Partners LLC raised its stake in shares of Visa by 2.1% in the fourth quarter. Canopy Partners LLC now owns 8,187 shares of the credit-card processor’s stock worth $2,871,000 after purchasing an additional 166 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a major partnership with OpenAI to enable secure payments inside ChatGPT, potentially opening a new channel for AI-driven commerce and reinforcing Visa’s role in digital transactions.
• Positive Sentiment: Visa is expanding its AI, tokenization, and stablecoin capabilities, which may strengthen its competitive moat and support longer-term payment volume growth.
• Positive Sentiment: Several analyst-style articles highlighted Visa as a stock to watch, citing earnings growth, price strength, and innovation momentum.
• Neutral Sentiment: Mastercard also unveiled AI-related payment tools and stablecoin initiatives, underscoring rising competition in agentic commerce rather than creating an immediate negative for Visa.
• Neutral Sentiment: Visa remains in the spotlight for the recently approved $38 billion swipe-fee settlement, but the latest coverage suggests the legal overhang is becoming more settled rather than newly pressured.
• Negative Sentiment: Despite the upbeat product news, the stock has been trading lower, likely reflecting profit-taking and investor caution about whether these AI initiatives will translate into near-term revenue.

Insider Buying and Selling at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total value of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently commented on V shares. Oppenheimer reissued an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Bank of America started coverage on Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective for the company. UBS Group increased their price objective on Visa from $390.00 to $410.00 and gave the stock a “buy” rating 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, BMO Capital Markets started coverage on Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $387.78.

Visa Stock Performance

Shares of V opened at $319.21 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a market capitalization of $572.60 billion, a price-to-earnings ratio of 27.81, a PEG ratio of 1.73 and a beta of 0.77. The stock has a 50 day moving average of $318.23 and a 200 day moving average of $324.42. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $374.17.

Visa (NYSE:V) last announced its quarterly earnings data 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 analyst estimates of $10.75 billion. During the same period in the prior year, the company earned $2.76 earnings per share. Visa’s revenue was up 17.1% compared to the same quarter last year. As a group, sell-side analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa declared that its Board of Directors has authorized a stock repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. 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 dividend payout ratio is 23.34%.

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.