Mitsubishi UFJ Asset Management Co. Ltd. Buys 110,805 Shares of Visa Inc. $V

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Visa Inc. (NYSE:V) by 1.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 6,441,815 shares of the credit-card processor’s stock after acquiring an additional 110,805 shares during the period. Visa comprises 1.5% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 10th largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Visa were worth $2,232,039,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Clayton Financial Group LLC increased its position in shares of Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp raised its stake 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 purchasing an additional 38 shares in the last quarter. Cresta Advisors Ltd. bought a new stake in Visa during the fourth quarter worth about $26,000. Parvin Asset Management LLC lifted its position in Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management acquired a new stake in Visa during the fourth quarter worth about $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 650 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director owned 2,679 shares in the company, valued at $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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 transaction of $10,699,103.70. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, 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.

Key Stories Impacting 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 Price Performance

Visa stock opened at $322.11 on Wednesday. The stock’s 50 day moving average price is $310.13 and its two-hundred day moving average price is $326.98. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The stock has a market capitalization of $584.68 billion, a price-to-earnings ratio of 28.06, a PEG ratio of 1.80 and a beta of 0.78.

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 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 business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter last year, the firm posted $2.76 EPS. Visa’s revenue was up 17.1% compared to the same quarter last year. On average, equities analysts predict that Visa Inc. will post 13.01 earnings per share for the current year.

Visa declared that its board has approved a stock buyback program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a dividend of $0.67 per share. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is 23.34%.

Analyst Ratings Changes

V has been the topic of several recent analyst reports. Rothschild & Co Redburn set a $385.00 target price on shares of Visa in a report on Wednesday, January 28th. TD Cowen reiterated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Finally, Oppenheimer restated an “outperform” rating and set a $403.00 target price (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $387.25.

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.