Fideuram Intesa Sanpaolo Private Banking S.P.A. Has $10.63 Million Stake in Visa Inc. $V

Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its stake in shares of Visa Inc. (NYSE:V) by 8.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 35,185 shares of the credit-card processor’s stock after purchasing an additional 2,802 shares during the quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in Visa were worth $10,634,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. grew its position in Visa by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after buying an additional 1,054,343 shares in the last quarter. State Street Corp raised its holdings in Visa by 0.8% in the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after acquiring an additional 626,821 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Visa by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after acquiring an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock worth $14,411,480,000 after acquiring an additional 716,218 shares during the period. Finally, Capital World Investors grew its holdings in shares of Visa by 0.8% during the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock worth $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding into AI-powered travel payments through a partnership with eDreams ODIGEO, allowing AI agents to initiate and complete purchases across major travel brands, which could create new transaction volume. eDO Taps Visa to Allow AI Agents to Purchase Travel
• Positive Sentiment: Visa launched its Threat Intelligence Platform to help banks detect cyber threats earlier and reduce fraud risk, reinforcing the strength of its network and security offering. Visa Lets Banks Access Its In-House Cybersecurity Capabilities
• Positive Sentiment: Visa continues to show momentum in agentic payments, with successful live transactions alongside partners such as BBVA, Worldline, ING, and Nuvei, suggesting early traction in AI-driven payment rails. Visa and BBVA Prove Today’s Rails Can Handle Agentic Payments
• Positive Sentiment: Analyst and market commentary remain constructive, with Visa cited as a top blue-chip name and Piper Sandler recently starting coverage with an Overweight rating and a $394 target. Visa Stock Surges 12.4% in a Month: Time to Buy, Hold or Sell?
• Positive Sentiment: Visa’s last reported quarter beat expectations, with EPS of $3.31 versus $3.10 expected and revenue up 17.1% year over year, supporting the stock’s premium valuation. Visa stock profile and earnings summary
• Neutral Sentiment: CEO Ryan McInerney sold shares under a pre-arranged 10b5-1 plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for CEO stock sale

Visa Stock Performance

Visa stock opened at $361.31 on Friday. The stock has a 50-day simple moving average of $327.17 and a 200 day simple moving average of $324.90. The stock has a market capitalization of $648.10 billion, a price-to-earnings ratio of 31.47, a P/E/G ratio of 1.93 and a beta of 0.75. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $362.13.

Visa (NYSE:V) last issued its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.76 EPS. On average, research analysts anticipate that Visa Inc. will post 13.1 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio is 23.34%.

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

Analysts Set New Price Targets

V has been the topic of a number of research reports. Oppenheimer restated an “outperform” rating and set a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Truist Financial set a $371.00 target price on Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. UBS Group lifted their price target on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $450.00 price target on shares of Visa in a report on Tuesday, June 2nd. Finally, Piper Sandler began coverage on shares of Visa in a research note on Monday. They issued an “overweight” rating and a $394.00 price objective for the company. Seven research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $397.96.

Insider Buying and Selling

In related news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,490 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. This trade represents a 40.87% 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 sold 73,554 shares of company stock valued at $24,898,255. 0.12% of the stock is currently 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.