Visa Inc. $V Shares Sold by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd lowered its stake in shares of Visa Inc. (NYSE:V) by 6.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 308,718 shares of the credit-card processor’s stock after selling 21,617 shares during the quarter. Visa accounts for about 1.0% of Mediolanum International Funds Ltd’s portfolio, making the stock its 14th largest position. Mediolanum International Funds Ltd’s holdings in Visa were worth $92,473,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its stake in Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. State Street Corp raised its position in Visa by 0.8% in the 4th quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after purchasing an additional 626,821 shares in the last quarter. Geode Capital Management LLC raised its position in Visa by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after purchasing an additional 716,218 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of Visa by 1.7% in the 4th quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock valued at $8,359,291,000 after buying an additional 398,459 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

V has been the subject of a number of analyst reports. Loop Capital assumed coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price objective for the company. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $400.00 target price on shares of Visa in a report on Wednesday, April 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $450.00 price target on shares of Visa in a research note on Tuesday, June 2nd. Piper Sandler began coverage on shares of Visa in a report on Monday, June 29th. They set an “overweight” rating and a $394.00 price target for the company. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $387.00 price target (up from $375.00) on shares of Visa in a report on Wednesday. Seven analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $398.36.

Visa Price Performance

V stock opened at $358.51 on Friday. The business has a 50 day moving average price of $334.41 and a 200 day moving average price of $325.20. The stock has a market cap of $643.08 billion, a price-to-earnings ratio of 31.23, a PEG ratio of 1.91 and a beta of 0.75. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $365.14. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The company 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 firm’s revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.76 earnings per share. Equities research analysts anticipate that Visa Inc. will post 13.11 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is presently 23.34%.

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

Insider Activity

In related news, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction on Thursday, July 2nd. The shares were 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 of the company’s stock, valued at $6,625,440. This trade represents a 9.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction 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 owned 15,174 shares in the company, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 75,581 shares of company stock worth $25,627,975. Corporate insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management
• Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution
• Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report
• Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card
• Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy
• Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders

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.