Rathbones Group PLC Cuts Holdings in Visa Inc. $V

Rathbones Group PLC lowered its stake in shares of Visa Inc. (NYSE:V) by 1.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,247,548 shares of the credit-card processor’s stock after selling 62,531 shares during the period. Visa comprises about 4.5% of Rathbones Group PLC’s holdings, making the stock its 4th largest position. Rathbones Group PLC’s holdings in Visa were worth $1,138,948,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Invariant Investment Management bought a new stake in Visa during the fourth quarter worth about $969,000. Vanguard Group Inc. boosted its stake 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 acquiring an additional 1,054,343 shares in the last quarter. Federated Hermes Inc. boosted its stake in Visa by 24.1% during the third quarter. Federated Hermes Inc. now owns 823,262 shares of the credit-card processor’s stock worth $281,045,000 after acquiring an additional 159,906 shares in the last quarter. Mawer Investment Management Ltd. boosted its stake in Visa by 11.3% during the third quarter. Mawer Investment Management Ltd. now owns 2,352,766 shares of the credit-card processor’s stock worth $803,187,000 after acquiring an additional 238,872 shares in the last quarter. Finally, Swiss Life Asset Management Ltd boosted its stake in Visa by 4.7% during the third quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock worth $180,088,000 after acquiring an additional 23,863 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity

In other news, CFO Chris Suh sold 10,639 shares of the business’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 transaction of $3,455,653.59. Following the completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lloyd Carney sold 650 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,744 shares of company stock valued at $14,356,010 over the last three months. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the topic of several research reports. Weiss Ratings lowered shares of Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. UBS Group boosted their price objective 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. Freedom Capital raised shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Monday, February 16th. Piper Sandler set a $160.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Finally, Raymond James Financial reissued an “outperform” rating and set a $389.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $387.67.

Visa Trading Up 0.4%

Shares of NYSE V opened at $331.18 on Thursday. The firm’s 50 day moving average price is $312.03 and its 200-day moving average price is $325.46. The company has a market cap of $594.06 billion, a PE ratio of 28.85, a P/E/G ratio of 1.76 and a beta of 0.78. 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.

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

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 purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a dividend of $0.67 per share. 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 presently 23.34%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a strategic partnership with Trip.com Group to expand digital-first travel payments and personalized booking experiences across Asia-Pacific, which could support future transaction volume and deepen Visa’s role in travel spending. Visa and Trip.com Group Ink Strategic Collaboration, Enabling Consumers to Chase Their Passions Through Travel
• Positive Sentiment: Visa launched an “Agentic Ready” program in the UAE and highlighted its push into AI-driven commerce, signaling the company is positioning itself for next-generation payments as consumers increasingly use AI shopping tools. Visa launches ‘Agentic Ready’ programme in UAE
• Positive Sentiment: Visa’s Spring 2026 Threats Report showed the company is strengthening network security, even as criminals shift toward AI-enabled social engineering; that can help Visa’s reputation for safe, reliable payments and support adoption of its network. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Positive Sentiment: Visa also unveiled community and brand initiatives tied to the FIFA World Cup 2026, including a Toronto soccer park and small-business support, which expands visibility ahead of a major global event. Visa Canada Brings Visa Street Soccer Park to Toronto
• Neutral Sentiment: Several analyst-style articles continued to frame Visa as a strong long-term fintech franchise with solid balance sheet metrics and growth drivers in AI commerce and value-added services, but these were largely commentary rather than fresh catalysts.
• Negative Sentiment: Recent market chatter about Berkshire Hathaway fully exiting Visa in Q1 2026 may weigh on sentiment, although the stake sale is old news and does not change Visa’s operating outlook.

Visa Company 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.