Resona Asset Management Co. Ltd. Grows Position in Visa Inc. $V

Resona Asset Management Co. Ltd. boosted its position in shares of Visa Inc. (NYSE:V) by 1.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 728,695 shares of the credit-card processor’s stock after buying an additional 11,944 shares during the period. Visa accounts for approximately 1.1% of Resona Asset Management Co. Ltd.’s portfolio, making the stock its 14th biggest holding. Resona Asset Management Co. Ltd.’s holdings in Visa were worth $219,817,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Ransom Advisory Ltd boosted its stake in Visa by 0.3% during the 4th quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock worth $3,313,000 after purchasing an additional 30 shares during the period. Bank OZK grew its position in Visa by 3.7% during the 3rd quarter. Bank OZK now owns 858 shares of the credit-card processor’s stock worth $293,000 after purchasing an additional 31 shares during the last quarter. FOCUS Wealth Advisors LLC increased its stake in Visa by 0.4% in the fourth quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock valued at $2,704,000 after purchasing an additional 31 shares during the period. Planned Solutions Inc. increased its stake in Visa by 2.0% in the fourth quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after purchasing an additional 31 shares during the period. Finally, Frederick Financial Consultants LLC raised its holdings in shares of Visa by 2.0% in the fourth quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after buying an additional 31 shares during the last quarter. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Stock Up 0.0%

V stock opened at $347.57 on Friday. The stock has a market capitalization of $623.46 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 1.86 and a beta of 0.75. The company has a fifty day moving average of $330.52 and a 200-day moving average of $324.88. 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 $365.02.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s revenue was up 17.1% compared to the same quarter last year. During the same period in the previous year, the business posted $2.76 earnings per share. As a group, analysts expect that Visa Inc. will post 13.1 EPS for the current year.

Visa announced that its Board of Directors has approved a stock repurchase 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 generally a sign that the company’s board believes its shares are undervalued.

Visa Dividend Announcement

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

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This represents a 9.92% 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 three months, insiders sold 75,581 shares of company stock valued at $25,627,975. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on V. Piper Sandler initiated coverage on shares of Visa in a research note on Monday, June 29th. They set an “overweight” rating and a $394.00 target price for the company. Evercore set a $350.00 price target on Visa in a research report on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $415.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Raymond James Financial reaffirmed an “outperform” rating and set a $389.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Finally, Citigroup lowered their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Six equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $397.91.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its payments ecosystem through AI-driven “agentic commerce” pilots, including a live proof-of-concept where a Visa-linked purchase was completed inside an AI agent workflow. That suggests Visa is positioning itself for new transaction volume as commerce shifts toward AI assistants. Visa (V) Tests AI Agent Payments in Live Commerce Proof of Concept
• Positive Sentiment: Givebutter launched built-in Visa spend cards for nonprofits, showing continued adoption of Visa-branded payment products in niche use cases and supporting network usage growth. Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards, Closing the Gap Between Fundraising and Impact
• Positive Sentiment: Several market commentaries highlighted Visa as a growth-oriented financial transaction stock, citing AI initiatives, improving earnings estimates, and its multi-rail payments strategy as potential long-term catalysts. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
• Neutral Sentiment: Visa remains a strong player in a rapidly changing payments landscape, but the latest commentary mainly rehashed its strengths and weaknesses rather than pointing to a clear near-term catalyst. Visa: A Strong Player in a Disruptive Payments Landscape
• Negative Sentiment: Visa is facing renewed investor concern about structural pressure on its fee model. A report on Fiserv’s STAR network talks raised the possibility that large banks could build their own debit rails to bypass fee caps and reduce reliance on Visa and Mastercard. Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
• Negative Sentiment: Another report argued that Visa’s multi-front challenges include settlement-related fee compression, stablecoin competition, and other alternative payment rails, all of which could weigh on margins and sentiment. Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?

About Visa

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.