Forsta AP Fonden lowered its stake in Visa Inc. (NYSE:V – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 496,546 shares of the credit-card processor’s stock after selling 12,240 shares during the quarter. Visa comprises 1.0% of Forsta AP Fonden’s portfolio, making the stock its 14th largest position. Forsta AP Fonden’s holdings in Visa were worth $174,144,000 as of its most recent filing with the SEC.
A number of other large investors have also modified their holdings of V. Clayton Financial Group LLC grew its stake in Visa by 446.2% during the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after purchasing an additional 58 shares in the last quarter. PayPay Securities Corp boosted its position in Visa by 102.7% during the 4th 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 during the period. Cresta Advisors Ltd. acquired a new position in Visa during the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC boosted its position in Visa by 200.0% during the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management acquired a new position in Visa during the 4th quarter valued at approximately $30,000. Institutional investors and hedge funds own 82.15% of the company’s stock.
Visa Stock Performance
V opened at $327.68 on Friday. The company has a market cap of $587.78 billion, a PE ratio of 28.54, a price-to-earnings-growth ratio of 1.74 and a beta of 0.78. The stock has a 50-day moving average of $314.87 and a 200-day moving average of $325.05. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51. 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 announced that its Board of Directors has approved a share repurchase program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to repurchase up to 3.6% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.
Visa Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is 23.34%.
Insider Buying and Selling
In related news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the transaction, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction on Wednesday, April 29th. The shares were 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 of the company’s stock, valued at $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,744 shares of company stock worth $14,356,010 in the last 90 days. 0.12% of the stock is owned by company insiders.
Key Visa News
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa announced an investment in Replit and is exploring payments integration for developers and AI agents, which could open a new channel for “agentic commerce” and future transaction volume. Visa invests in Replit to power agentic payments for developers
- Positive Sentiment: Finix launched access to Visa’s Cybersource gateway, expanding merchant adoption of Visa’s acceptance tools and reinforcing its position in payment infrastructure. Finix Offers Merchants Access to Visa’s Cybersource Gateway
- Positive Sentiment: Visa’s AR and virtual-card integration for commercial payments could accelerate adoption by making B2B payments easier and more automated. Can Visa’s New AR Integration Accelerate Virtual Card Adoption?
- Positive Sentiment: Commentary on Visa as a long-term “tollbooth” on spending reinforced the bullish case for durable fee-based cash flows. Visa and Mastercard Still Look Like Long-Term Tollbooths on Spending
- Neutral Sentiment: Visa is getting more investor attention on Zacks, but the note appears to be a watchlist update rather than a new catalyst. Visa Inc. (V) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Visa’s Pismo unit argued that AI is exposing outdated banking technology, a theme that supports Visa’s modernization message but does not directly change near-term earnings. Visa’s Pismo Says AI Has Exposed Banking’s Old Tech Problem
- Neutral Sentiment: Crypto card spending is rising sharply, and Visa is reportedly capturing much of that flow through partnerships, which may be incremental but is still a relatively small part of the overall business. Crypto card monthly transaction volume surges 230% from 2025
- Negative Sentiment: One Zacks update noted Visa was down modestly since its last earnings report, suggesting some recent momentum has cooled despite the company’s strong fundamentals. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?
Analyst Upgrades and Downgrades
V has been the subject of a number of analyst reports. Loop Capital initiated coverage on Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 price target for the company. BMO Capital Markets began coverage on Visa in a report on Tuesday, April 21st. They issued an “outperform” rating and a $365.00 price objective for the company. 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. TD Cowen restated a “buy” rating on shares of Visa in a report on Friday, January 30th. Finally, Citigroup cut their target price on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $386.70.
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.
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