Visa Inc. $V Stock Position Lessened by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA decreased its position in shares of Visa Inc. (NYSE:V) by 13.8% during the 1st quarter, Holdings Channel.com reports. The fund owned 128,684 shares of the credit-card processor’s stock after selling 20,634 shares during the period. Visa accounts for about 2.7% of Kepler Cheuvreux Suisse SA’s holdings, making the stock its 7th largest position. Kepler Cheuvreux Suisse SA’s holdings in Visa were worth $38,886,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Clayton Financial Group LLC lifted its position in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares in the last quarter. PayPay Securities Corp grew its holdings in shares of Visa by 102.7% in the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in Visa during the 4th quarter worth approximately $26,000. Parvin Asset Management LLC lifted its holdings in 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 buying an additional 50 shares in the last quarter. Finally, Dorato Capital Management acquired a new stake in Visa during the 4th quarter worth approximately $30,000. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Visa

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

Insider Transactions at Visa

In other Visa news, CFO Chris Suh sold 10,639 shares of the 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 directly owned 9,872 shares in the company, valued at $3,206,524.32. This 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 this hyperlink. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 73,554 shares of company stock worth $24,898,255. Company insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of V opened at $361.31 on Monday. The firm has a market capitalization of $648.10 billion, a price-to-earnings ratio of 31.47, a PEG ratio of 1.93 and a beta of 0.75. The firm’s fifty day simple moving average is $327.17 and its 200-day simple moving average is $324.74. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $362.13. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last issued its earnings results 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. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same quarter in the previous year, the firm posted $2.76 earnings per share. The company’s revenue was up 17.1% compared to the same quarter last year. Equities analysts forecast that Visa Inc. will post 13.1 EPS for the current fiscal year.

Visa announced that its Board of Directors has approved a stock buyback program 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 stock through open market purchases. Stock buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Visa Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms have recently weighed in on V. Piper Sandler assumed coverage on Visa in a research report on Monday, June 29th. They set an “overweight” rating and a $394.00 price objective on the stock. Morgan Stanley reiterated an “overweight” rating and issued a $415.00 target price on shares of Visa in a report on Wednesday, April 29th. Loop Capital started coverage on Visa in a research note on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price for the company. Evercore set a $350.00 price target on Visa in a report on Wednesday, April 29th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Seven equities research analysts have rated the stock with a Strong Buy rating, seventeen have given 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 target price of $397.96.

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.