Meiji Yasuda Asset Management Co Ltd. Has $21.69 Million Position in Visa Inc. $V

Key Points

• Meiji Yasuda Asset Management trimmed its Visa stake by 5.0% in the fourth quarter, but still held 61,845 shares worth about $21.69 million, making Visa its 13th-largest holding.
• Visa reported strong quarterly results, with earnings of $3.31 per share and revenue of $11.23 billion, both ahead of analyst expectations; revenue rose 17.1% year over year.
• The company also announced a $20 billion share buyback and a quarterly dividend of $0.67 per share, reinforcing shareholder returns while analysts remain broadly bullish on the stock.

Meiji Yasuda Asset Management Co Ltd. reduced its holdings in Visa Inc. (NYSE:V - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 61,845 shares of the credit-card processor's stock after selling 3,270 shares during the quarter. Visa comprises 1.0% of Meiji Yasuda Asset Management Co Ltd.'s portfolio, making the stock its 13th biggest holding. Meiji Yasuda Asset Management Co Ltd.'s holdings in Visa were worth $21,690,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Clayton Financial Group LLC grew its position in shares of Visa by 446.2% in the fourth 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 during the last quarter. PayPay Securities Corp grew its stake 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 worth $26,000 after acquiring an additional 38 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of Visa in the fourth quarter worth $26,000. Parvin Asset Management LLC grew its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock worth $26,000 after acquiring an additional 50 shares during the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Visa in the fourth quarter worth $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa Stock Up 0.2%

V opened at $331.28 on Friday. The company has a market capitalization of $594.23 billion, a P/E ratio of 28.86, a P/E/G ratio of 1.77 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The firm's fifty day moving average price is $312.36 and its two-hundred day moving average price is $325.40. Visa Inc. has a fifty-two week low of $293.89 and a fifty-two week high of $375.51.

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.10 by $0.21. The firm 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 for the quarter was up 17.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.76 EPS. On average, analysts anticipate that Visa Inc. will post 13.09 EPS for the current year.

Visa Dividend Announcement

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

Visa announced that its board has authorized a share repurchase plan 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 shares through open market purchases. Shares buyback plans are typically a sign that the company's management believes its shares are undervalued.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced new strategic partnerships and brand initiatives, including a collaboration with Trip.com in Asia-Pacific and a fan-focused soccer activation in Toronto, which support volume growth, merchant engagement, and brand visibility. Visa and Trip.com Partner to Reach Digital-First Travelers in Asia-Pacific
• Positive Sentiment: Analysts continue to view Visa favorably, citing a strong balance sheet, attractive valuation versus peers, and growth opportunities in AI commerce, stablecoins, and value-added services. Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?
• Positive Sentiment: Visa highlighted growing demand for its agentic AI and digital payment tools, including a new “Agentic Ready” program in the UAE and messaging around making AI shoppers as trusted as human ones, which may help the market see the company as well positioned for next-generation commerce. Visa Wants to Make AI Shoppers as Trusted as Human Ones
• Neutral Sentiment: Visa’s Spring 2026 Threats Report warned that AI-fueled scams and social engineering are accelerating fraud, underscoring a tougher security landscape. While this could increase the need for Visa’s fraud-prevention solutions, it also highlights an ongoing risk for the payments ecosystem. Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
• Negative Sentiment: Recent headlines about Berkshire Hathaway fully exiting its Visa stake may create some overhang, since Warren Buffett’s former ownership had been viewed as a vote of confidence in the company. Greg Abel Just Sold Berkshire Hathaway's Stake in Visa and Mastercard...

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Oppenheimer restated an "outperform" rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research note on Wednesday, April 29th. Loop Capital assumed coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a "buy" rating and a $387.00 price objective on the stock. Raymond James Financial restated an "outperform" rating and issued a $389.00 price objective on shares of Visa in a research note on Wednesday, April 29th. UBS Group lifted their target price on Visa from $390.00 to $410.00 and gave the stock a "buy" rating in a research report on Wednesday, April 29th. Finally, Bank of America assumed coverage on Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 target price on the stock. Six analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $387.67.

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director directly owned 2,679 shares of the company's stock, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction that occurred 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 in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 42,744 shares of company stock valued at $14,356,010 in the last 90 days. 0.12% of the stock is currently owned by company 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.

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