Visa Inc. $V Shares Sold by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise trimmed its holdings in Visa Inc. (NYSE:V) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 137,199 shares of the credit-card processor’s stock after selling 4,478 shares during the period. Visa accounts for about 1.7% of Banque Cantonale Vaudoise’s investment portfolio, making the stock its 9th largest position. Banque Cantonale Vaudoise’s holdings in Visa were worth $48,116,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fairtree Asset Management Pty Ltd raised its position in shares of Visa by 71.1% during the 4th quarter. Fairtree Asset Management Pty Ltd now owns 11,263 shares of the credit-card processor’s stock worth $3,950,000 after purchasing an additional 4,679 shares during the last quarter. Mitsubishi UFJ Asset Management UK Ltd. increased its position in Visa by 40.0% during the 4th quarter. Mitsubishi UFJ Asset Management UK Ltd. now owns 7,000 shares of the credit-card processor’s stock worth $2,455,000 after purchasing an additional 2,000 shares in the last quarter. Harvest Portfolios Group Inc. increased its position in Visa by 8.3% during the 4th quarter. Harvest Portfolios Group Inc. now owns 63,204 shares of the credit-card processor’s stock worth $22,166,000 after purchasing an additional 4,849 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Visa in the 4th quarter valued at about $11,357,000. Finally, Handelsbanken Fonder AB lifted its holdings in Visa by 0.4% in the 4th quarter. Handelsbanken Fonder AB now owns 647,978 shares of the credit-card processor’s stock valued at $227,252,000 after purchasing an additional 2,275 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa and Trip.com Group announced a strategic collaboration to improve travel experiences in Asia Pacific, using Visa’s global payments network to support personalized offers and seamless transactions. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched its “Tap In” campaign for the FIFA World Cup 2026™, reinforcing its brand, contactless payments messaging, and support for small businesses and community programs in host countries. Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
• Positive Sentiment: Several articles highlighted Visa as a blue-chip and long-term holding, citing its payments growth drivers and inclusion among stocks expected to benefit from AI and broader consumer spending trends. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Positive Sentiment: Visa’s conference presentation at J.P. Morgan’s technology/media/communications event keeps the company in the spotlight and may give investors more confidence in management’s growth strategy. Visa Inc. (V) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Commentary around agentic payments, competitor moves, and broader payments industry trends suggests the market is focused on how Visa will adapt to AI-driven commerce, but these items are mostly speculative for now. When AI shops for you: Visa and Mastercard bet on agentic payments
• Neutral Sentiment: Visa was also mentioned in market lists of trending and high-conviction blue-chip names, which supports visibility but does not materially change fundamentals on its own. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Some coverage focused on competition in digital payments and the possibility that new payment models from rivals could pressure Visa’s long-term network dominance, though no direct business setback was reported. TikTok expands financial ambitions through Brazil banking push and UK payments play

Visa Trading Down 0.8%

V stock opened at $329.93 on Wednesday. The company has a market cap of $591.83 billion, a price-to-earnings ratio of 28.74, a PEG ratio of 1.78 and a beta of 0.78. 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 business has a fifty day simple moving average of $311.72 and a 200-day simple moving average of $325.56. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51.

Visa (NYSE:V) last issued its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share 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 firm had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter last year, the firm earned $2.76 earnings per share. The firm’s revenue for the quarter was up 17.1% compared to the same quarter last year. On average, equities research analysts expect that Visa Inc. will post 13.09 EPS for the current year.

Visa declared that its board has approved a stock repurchase plan on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa’s payout ratio is currently 23.34%.

Insider Transactions at Visa

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 transaction, the chief financial officer owned 9,872 shares in the company, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on Wednesday, April 29th. The stock was 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 directly owned 15,174 shares of the company’s stock, valued at $5,161,284.36. The trade was 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 quarter, insiders sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on V. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Cantor Fitzgerald reissued an “overweight” rating and set a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. UBS Group lifted their price objective on Visa from $390.00 to $410.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. BMO Capital Markets assumed coverage on Visa in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 target price for the company. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $395.00 price target on shares of Visa in a research note on Friday, January 30th. Six research 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 company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $387.67.

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.