Visa Inc. $V Shares Acquired by Ilmarinen Mutual Pension Insurance Co

Ilmarinen Mutual Pension Insurance Co grew its stake in Visa Inc. (NYSE:V) by 5.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 336,260 shares of the credit-card processor’s stock after purchasing an additional 18,600 shares during the period. Visa makes up about 0.9% of Ilmarinen Mutual Pension Insurance Co’s holdings, making the stock its 14th largest holding. Ilmarinen Mutual Pension Insurance Co’s holdings in Visa were worth $117,930,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after acquiring an additional 6,883 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after purchasing an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. increased its position in Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after purchasing an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY raised its stake in Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock worth $402,000 after purchasing an additional 164 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock worth $6,521,000 after purchasing an additional 2,230 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Truist Financial set a $371.00 price target on shares of Visa and gave the company a “buy” rating in a research note on Tuesday, May 12th. Bank of America assumed coverage on Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price objective on the stock. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. TD Cowen restated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Finally, Weiss Ratings lowered Visa from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, April 16th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $386.70.

Insider Activity at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. 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 90 days, insiders have sold 42,744 shares of company stock worth $14,356,010. 0.12% of the stock is currently owned by company insiders.

Visa Stock Performance

Shares of V stock opened at $324.77 on Friday. The firm’s 50 day moving average price is $314.30 and its 200-day moving average price is $325.03. 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 Inc. has a one year low of $293.89 and a one year high of $375.51. The firm has a market cap of $582.56 billion, a P/E ratio of 28.29, a P/E/G ratio of 1.75 and a beta of 0.78.

Visa (NYSE:V) last posted its 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. The firm had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.76 EPS. As a group, equities research analysts predict that Visa Inc. will post 13.09 EPS for the current year.

Visa Announces Dividend

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

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

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its commercial payments footprint through a new integration with PingPong, which lets businesses pay suppliers with commercial cards even when merchants do not accept cards, supporting B2B payment growth. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Visa Accounts Receivable Manager to make virtual card adoption easier for issuers and suppliers, which could lift commercial payment volumes. Visa Expands Commercial Solutions Hub with Integration of Visa Accounts Receivable Manager
• Positive Sentiment: Visa invested in AI coding platform Replit and is exploring embedded payment tools for developers and AI agents, signaling an early push into agentic commerce and new payment use cases. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Highnote launched agentic commerce capabilities built with Visa Intelligent Commerce, highlighting growing third-party adoption of Visa’s AI payment infrastructure. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Finix announced access to Visa’s Cybersource gateway, which extends Visa’s ecosystem and could support merchant processing volume, but is not a direct near-term earnings driver. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Neutral Sentiment: Several articles continue to frame Visa as a long-term “tollbooth” on global spending, and analysts remain constructive after the recent earnings beat, but these pieces mostly reinforce the existing bullish thesis rather than changing it. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: The main downside pressure appears to be simple post-earnings weakness and profit-taking, as investors reassess Visa after its strong quarterly report rather than reacting to a major business setback. Can Visa’s New PingPong Deal Unlock B2B Payment Growth?

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.