Jupiter Asset Management Ltd. Decreases Stock Holdings in Visa Inc. $V

Jupiter Asset Management Ltd. decreased its holdings in shares of Visa Inc. (NYSE:V) by 26.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 246,798 shares of the credit-card processor’s stock after selling 90,516 shares during the period. Jupiter Asset Management Ltd.’s holdings in Visa were worth $86,555,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in V. Corient Private Wealth LLC lifted its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Holocene Advisors LP lifted its position in shares of Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after buying an additional 1,872,362 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Visa by 121.7% during the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after buying an additional 1,658,954 shares in the last quarter. Danske Bank A S purchased a new position in shares of Visa during the 3rd quarter valued at approximately $565,684,000. Finally, Capital Research Global Investors lifted its position in shares of Visa by 73.4% during the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after buying an additional 1,353,441 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Trending Headlines about Visa

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 Stock Down 0.9%

Shares of V opened at $324.77 on Friday. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. The company has a market capitalization of $582.56 billion, a PE ratio of 28.29, a price-to-earnings-growth ratio of 1.75 and a beta of 0.78. The stock has a fifty day simple moving average of $314.30 and a two-hundred day simple moving average of $325.03. 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 issued its 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. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period last year, the company earned $2.76 EPS. The company’s revenue for the quarter was up 17.1% on a year-over-year basis. As a group, equities analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

Visa Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be paid a $0.67 dividend. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 23.34%.

Visa announced that its Board of Directors has initiated a share repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in 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 a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Raymond James Financial reiterated an “outperform” rating and set a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. TD Cowen reiterated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 price objective on shares of Visa in a report on Wednesday, April 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Finally, Evercore set a $350.00 price objective on Visa in a report on Wednesday, April 29th. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Visa has an average rating of “Buy” and a consensus target price of $386.70.

Insiders Place Their Bets

In other Visa news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction on 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 sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the sale, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,744 shares of company stock valued at $14,356,010 in the last three months. 0.12% of the stock is currently owned by insiders.

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.