DSM Capital Partners LLC Sells 21,982 Shares of Visa Inc. $V

DSM Capital Partners LLC lowered its holdings in shares of Visa Inc. (NYSE:V) by 4.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 455,389 shares of the credit-card processor’s stock after selling 21,982 shares during the period. Visa comprises 2.4% of DSM Capital Partners LLC’s holdings, making the stock its 11th largest holding. DSM Capital Partners LLC’s holdings in Visa were worth $137,637,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Visa in the fourth quarter worth $5,877,738,000. Cardano Risk Management B.V. raised its position in Visa by 867.6% during the 4th quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after purchasing an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. lifted its holdings in Visa by 29,706.3% during the 1st quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after buying an additional 7,308,345 shares during the period. J. Stern & Co. LLP lifted its holdings in Visa by 12,497.1% during the 4th quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after buying an additional 3,351,223 shares during the period. Finally, Victory Capital Management Inc. grew its position in shares of Visa by 48.2% in the 4th quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock valued at $2,282,472,000 after buying an additional 2,116,463 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

V has been the subject of a number of analyst reports. Barclays started coverage on Visa in a research report on Tuesday. They set an “overweight” rating and a $420.00 price objective for the company. Weiss Ratings raised shares of Visa from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday. Robert W. Baird set a $412.00 price target on shares of Visa and gave the stock an “outperform” rating in a report on Monday. Evercore set a $350.00 price target on Visa in a report on Wednesday, April 29th. Finally, Piper Sandler began coverage on Visa in a research report on Monday, June 29th. They issued an “overweight” rating and a $394.00 price objective for the company. Six equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $397.91.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa continues to benefit from bullish coverage around its multi-rail payments strategy, which expands beyond cards into faster transfers, AI-driven commerce, and digital currency support. That keeps the long-term growth story intact. Article: Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?
• Positive Sentiment: New use cases for Visa cards are still emerging, including Givebutter’s rollout of built-in Visa spend cards for nonprofit fundraising and operations, which supports network usage and transaction volume. Article: Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards
• Positive Sentiment: Visa is also being highlighted as a beneficiary of broader cashless-commerce trends, with analysts saying the company remains a key winner as mobile and digital payments accelerate. Article: Top Mobile Payments Stocks to Buy as Cashless Commerce Accelerates
• Neutral Sentiment: Several articles framed Visa as a strong long-term business or discussed valuation, but these were mostly analysis pieces rather than fresh catalysts for the stock. Article: Visa: A Strong Player in a Disruptive Payments Landscape
• Neutral Sentiment: Visa also announced it will report fiscal third-quarter results on July 28, which sets up a key near-term event but does not change fundamentals yet. Article: Visa to Announce Fiscal Third Quarter 2026 Financial Results on July 28, 2026
• Negative Sentiment: Sentiment is being held back by Visa shares declining more than the broader market in recent trading, suggesting investors are locking in gains or rotating out of the stock. Article: Visa (V) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Investors are also digesting a pre-arranged insider sale by General Counsel Julie Rottenberg, which can modestly weigh on sentiment even if it was not discretionary. Article: Julie Rottenberg Sells 2,027 Shares of Visa (NYSE:V) Stock

Visa Stock Down 1.3%

Shares of NYSE V opened at $347.66 on Thursday. 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 firm has a market cap of $623.62 billion, a PE ratio of 30.28, a P/E/G ratio of 1.88 and a beta of 0.75. The company’s fifty day simple moving average is $329.75 and its 200 day simple moving average is $324.89. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $365.02.

Visa (NYSE:V) last posted its quarterly earnings results 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 net margin of 51.68% and a return on equity of 65.00%. 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 previous year, the firm posted $2.76 earnings per share. The business’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 13.1 earnings per share for the current fiscal year.

Visa Announces Dividend

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

Visa announced that its Board of Directors has approved a share buyback plan on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the 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 transaction, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. This represents a 9.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 75,581 shares of company stock valued at $25,627,975. 0.12% of the stock is owned by company insiders.

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.