IFM Investors Pty Ltd Increases Stake in Visa Inc. $V

IFM Investors Pty Ltd raised its stake in Visa Inc. (NYSE:V) by 3.2% in the first quarter, HoldingsChannel reports. The fund owned 344,496 shares of the credit-card processor’s stock after purchasing an additional 10,542 shares during the period. Visa accounts for approximately 0.9% of IFM Investors Pty Ltd’s investment portfolio, making the stock its 16th largest holding. IFM Investors Pty Ltd’s holdings in Visa were worth $104,120,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Clayton Financial Group LLC boosted its holdings in Visa by 446.2% during the fourth 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 in the last quarter. PayPay Securities Corp increased its holdings in Visa by 102.7% in the fourth 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 in the last quarter. Cresta Advisors Ltd. acquired a new position in shares of Visa in the fourth quarter worth about $26,000. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new stake in shares of Visa during the 4th quarter worth about $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on V shares. Truist Financial set a $371.00 target price on Visa and gave the company a “buy” rating in a research report on Tuesday, May 12th. Piper Sandler started coverage on Visa in a research report on Monday. They set an “overweight” rating and a $394.00 price target on the stock. Evercore set a $350.00 price objective on Visa in a report on Wednesday, April 29th. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price objective for the company. Finally, UBS Group upped their target price on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Seven analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $397.96.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $340.25, for a total transaction of $7,135,042.50. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,162,953.50. The trade was a 58.02% 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 sold a total of 63,064 shares of company stock valued at $21,289,800 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

Visa Trading Up 2.4%

V opened at $351.36 on Thursday. 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’s 50 day simple moving average is $325.14 and its two-hundred day simple moving average is $324.55. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $359.66. The firm has a market capitalization of $630.26 billion, a price-to-earnings ratio of 30.61, a price-to-earnings-growth ratio of 1.83 and a beta of 0.75.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business earned $2.76 earnings per share. The business’s revenue was up 17.1% compared to the same quarter last year. Analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were paid a $0.67 dividend. The ex-dividend date of this dividend was 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 (DPR) is 23.34%.

Visa declared that its board has approved a share repurchase 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 repurchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board believes its stock is undervalued.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Piper Sandler upgraded Visa to strong-buy, reinforcing optimism around the company’s earnings power, cross-border payments outlook, and resilient consumer spending trends.
• Positive Sentiment: Visa is being viewed as a key beneficiary of the new Open USD stablecoin initiative, a consortium-backed digital dollar project involving major players such as Stripe, BlackRock, Google, and Coinbase. Investors appear to see this as evidence Visa could remain central to next-generation money movement and settlement infrastructure.
• Positive Sentiment: Market commentary also highlighted Visa’s continued strength in travel, cross-border partnerships, and online spending trends, with Visa saying consumers are still prioritizing discretionary purchases through deal hunting rather than cutting back sharply.
• Neutral Sentiment: Visa’s expanded smartphone-based payment tools for small businesses support its longer-term growth story, but the near-term financial impact looks incremental.
• Negative Sentiment: CEO Ryan McInerney sold 20,970 shares in a pre-arranged 10b5-1 transaction, which may create some caution even though the sale was part of a planned trading program.

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.