Visa Inc. $V Position Lessened by Sumitomo Life Insurance Co.

Sumitomo Life Insurance Co. decreased its stake in Visa Inc. (NYSE:V) by 24.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,645 shares of the credit-card processor’s stock after selling 6,000 shares during the period. Sumitomo Life Insurance Co.’s holdings in Visa were worth $6,539,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the stock. ROI Financial Advisors LLC lifted its holdings in shares of Visa by 0.6% in the 4th quarter. ROI Financial Advisors LLC now owns 17,838 shares of the credit-card processor’s stock worth $6,256,000 after purchasing an additional 113 shares during the last quarter. Asset Allocation Strategies LLC lifted its holdings in shares of Visa by 5.5% in the 4th quarter. Asset Allocation Strategies LLC now owns 671 shares of the credit-card processor’s stock worth $235,000 after purchasing an additional 35 shares during the last quarter. Wealthspire Advisors LLC lifted its holdings in shares of Visa by 54.7% in the 4th quarter. Wealthspire Advisors LLC now owns 36,157 shares of the credit-card processor’s stock worth $12,681,000 after purchasing an additional 12,789 shares during the last quarter. Allianz SE lifted its holdings in shares of Visa by 1.3% in the 4th quarter. Allianz SE now owns 114,979 shares of the credit-card processor’s stock worth $40,324,000 after purchasing an additional 1,492 shares during the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management lifted its holdings in shares of Visa by 9.0% in the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 7,348 shares of the credit-card processor’s stock worth $2,577,000 after purchasing an additional 607 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Wall Street Analyst Weigh In

V has been the topic of several recent research reports. Raymond James Financial reissued an “outperform” rating and issued a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. UBS Group raised their price target on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Morgan Stanley reissued an “overweight” rating and issued a $415.00 price target on shares of Visa in a report on Wednesday, April 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Finally, BMO Capital Markets initiated coverage on Visa in a research report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price on the stock. Six research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $387.78.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa unveiled a major partnership with OpenAI to embed its payment network into ChatGPT, allowing AI agents to shop and complete purchases with user permission. This positions Visa to stay central to the next phase of digital commerce and could open a new payment channel. Visa Partners with OpenAI to Power the Next Generation of AI Commerce
• Positive Sentiment: Visa also announced new AI, tokenization, and stablecoin settlement tools for programmable commerce, signaling that management is investing to defend its competitive moat and adapt to faster-moving payment rails. Visa Launches AI and Stablecoin Tools to Power Agentic Commerce
• Positive Sentiment: Several recent commentary pieces highlight Visa’s earnings growth, balance-sheet strength, and its expanding role in AI-driven commerce, which may be reinforcing investor confidence in the stock. Earnings Growth & Price Strength Make Visa (V) a Stock to Watch
• Neutral Sentiment: One report noted that Cuba’s central bank will suspend all Visa and Mastercard transactions after a processing partnership collapsed due to U.S. sanctions. The direct financial impact appears limited, but it is a reminder of Visa’s exposure to geopolitical and sanctions-related disruptions. Cuba’s Central Bank to Suspend all Visa (V) and Mastercard Transactions
• Negative Sentiment: Investor concern also surfaced around stablecoins, with Bill Gurley saying Visa and Mastercard are “heavily threatened” by them. That reinforces the market’s view that next-generation payment technologies could pressure long-term card network economics if adoption accelerates. Bill Gurley says Visa, and Mastercard are “heavily threatened” by stablecoins

Visa Stock Performance

Shares of NYSE V opened at $321.98 on Friday. 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 stock has a market capitalization of $577.56 billion, a price-to-earnings ratio of 28.05, a PEG ratio of 1.70 and a beta of 0.77. The stock’s fifty day simple moving average is $318.69 and its 200 day simple moving average is $324.40. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $363.01.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company’s quarterly revenue was up 17.1% on a year-over-year basis. During the same period in the previous year, the firm posted $2.76 EPS. As a group, sell-side analysts forecast that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, May 12th. Visa’s payout ratio is presently 23.34%.

Visa announced that its Board of Directors has approved a stock buyback program on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In related news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on 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 transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction 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 transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. 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. 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.