T. Rowe Price Investment Management Inc. Acquires 241,619 Shares of Visa Inc. $V

T. Rowe Price Investment Management Inc. lifted its holdings in Visa Inc. (NYSE:V) by 6.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,845,454 shares of the credit-card processor’s stock after acquiring an additional 241,619 shares during the quarter. Visa makes up about 0.9% of T. Rowe Price Investment Management Inc.’s holdings, making the stock its 26th largest holding. T. Rowe Price Investment Management Inc.’s holdings in Visa were worth $1,348,640,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Clayton Financial Group LLC increased its holdings in shares of Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares during the period. Parvin Asset Management LLC lifted its stake in shares of Visa by 200.0% during the 3rd 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 last quarter. PayPay Securities Corp lifted its stake in shares of Visa by 102.7% during the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. bought a new stake in Visa during the fourth quarter valued at about $26,000. Finally, Dorato Capital Management bought a new stake in Visa during the fourth quarter valued at about $30,000. 82.15% of the stock is currently owned by institutional investors.

Visa Stock Down 0.8%

Shares of V stock opened at $327.67 on Friday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $359.66. The stock’s fifty day moving average price is $320.85 and its 200 day moving average price is $324.21. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The company has a market cap of $587.76 billion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 1.76 and a beta of 0.77.

Visa (NYSE:V) last announced its 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 return on equity of 65.00% and a net margin of 51.68%.The company had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the company posted $2.76 EPS. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. On average, research analysts expect that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

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

Visa Announces Dividend

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

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Alchemy launched AgentCard with Visa Intelligent Commerce, giving AI agents a secure payment and identity layer with spending controls and support for both card-based and emerging machine-payment standards. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Visa was upgraded to Buy by Zacks, reflecting improved optimism around its earnings outlook and reinforcing a constructive near-term analyst view. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Revolut expanded Visa Click to Pay across millions of customers in the U.K. and Europe, which could broaden Visa’s digital checkout adoption and transaction volume. Revolut Enrolls 53 Million Europeans Into Visa Click to Pay
• Positive Sentiment: Visa and Mintoak deepened their partnership to help Asia-Pacific acquirers offer merchant SaaS tools beyond payments, supporting Visa’s strategy to strengthen merchant relationships. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Neutral Sentiment: Several articles framed Visa as a beneficiary of broader interest in AI payments, tokenization, and durable card-network economics, which supports the long-term investment case but does not represent a single immediate catalyst. Visa and OpenAI integrate Visa’s secure global payment directly into ChatGPT
• Negative Sentiment: Some market commentary noted that a number of large institutional holders reduced their Visa positions in the latest quarter, which could weigh on sentiment even though it is not a direct operating issue. Visa Stock (V) Opinions on Technical Breakouts and Market Valuations

Insider Activity

In other Visa 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 sale, the chief financial officer owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 15,174 shares in the company, valued at $5,161,284.36. The trade was 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.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Truist Financial set a $371.00 target price on shares of Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Evercore set a $350.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 price objective on shares of Visa in a research report on Tuesday, June 2nd. Finally, Bank of America initiated coverage on shares of Visa in a research note on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective for the company. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $387.78.

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.