National Pension Service Raises Position in Visa Inc. $V

Key Points

• National Pension Service increased its Visa stake by 2% in the fourth quarter, bringing its holdings to 3.3 million shares worth about $1.16 billion. Visa is now its 15th-largest position and about 0.9% of its portfolio.
• Visa posted a strong quarterly earnings beat, reporting $3.31 EPS on $11.23 billion in revenue, both above estimates. Revenue rose 17.1% year over year, and the company also authorized a $20 billion share repurchase plan.
• Recent headlines highlight Visa’s push into commercial and AI-enabled payments, including new integrations to expand virtual card use and agentic commerce tools. These initiatives suggest Visa is working to broaden payment volume beyond its core consumer card network.

National Pension Service raised its stake in Visa Inc. (NYSE:V - Free Report) by 2.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,296,730 shares of the credit-card processor's stock after purchasing an additional 63,203 shares during the quarter. Visa accounts for about 0.9% of National Pension Service's portfolio, making the stock its 15th biggest position. National Pension Service owned approximately 0.18% of Visa worth $1,156,196,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Clayton Financial Group LLC raised its stake 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 worth $25,000 after purchasing an additional 58 shares during the last quarter. PayPay Securities Corp raised 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 purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the fourth quarter worth approximately $26,000. Parvin Asset Management LLC raised 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 purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the fourth quarter worth approximately $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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?

Insider Buying and Selling at Visa

In other Visa news, Director Lloyd Carney sold 650 shares of the stock in a transaction 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 completion of the transaction, the director directly owned 2,679 shares of the company's stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 31,455 shares of the 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 transaction, the chief executive officer directly owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This trade 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. Over the last ninety days, insiders sold 42,744 shares of company stock valued at $14,356,010. Company insiders own 0.12% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on V shares. Royal Bank Of Canada reissued an "outperform" rating and issued a $395.00 price objective on shares of Visa in a research note on Friday, January 30th. Weiss Ratings downgraded Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, April 16th. Bank of America began coverage on Visa in a research report on Thursday, March 5th. They set a "buy" rating and a $410.00 price target for the company. BMO Capital Markets began coverage on Visa in a research report on Tuesday, April 21st. They set an "outperform" rating and a $365.00 price target for the company. Finally, Loop Capital began 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. Six analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $386.70.

Visa Stock Performance

Shares of V opened at $324.77 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a market capitalization of $582.56 billion, a price-to-earnings ratio of 28.29, a PEG ratio of 1.75 and a beta of 0.78. The stock has a 50 day moving average of $314.30 and a 200 day moving average of $325.03. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $375.51.

Visa (NYSE:V - Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating 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 company 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 business posted $2.76 earnings per share. Visa's revenue was up 17.1% on a year-over-year basis. As a group, sell-side analysts forecast that Visa Inc. will post 13.09 earnings per share for the current year.

Visa declared that its Board of Directors has authorized a stock repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are usually an indication that the company's management believes its shares are undervalued.

Visa Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be issued a dividend of $0.67 per share. 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 dividend payout ratio is 23.34%.

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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