Sumitomo Mitsui DS Asset Management Company Ltd Sells 37,872 Shares of Visa Inc. $V

Key Points

• Sumitomo Mitsui DS Asset Management trimmed its Visa stake by 7.3%, selling 37,872 shares in Q4 and now holds 481,334 shares worth about $168.8 million (Visa is ~1.3% of its portfolio).
• Visa beat quarter estimates—$3.31 EPS vs $3.10 expected and $11.23B revenue vs $10.75B—and the board authorized a $20 billion share repurchase (up to 3.6% of shares) and declared a $0.67 quarterly dividend.
• Insider and market signals: CEO Ryan McInerney sold 31,455 shares under a Rule 10b5‑1 plan, while analysts maintain a consensus "Buy" with a $387.25 price target, indicating mixed near‑term flows but generally positive analyst sentiment.

Sumitomo Mitsui DS Asset Management Company Ltd cut its stake in shares of Visa Inc. (NYSE:V - Free Report) by 7.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 481,334 shares of the credit-card processor's stock after selling 37,872 shares during the quarter. Visa comprises approximately 1.3% of Sumitomo Mitsui DS Asset Management Company Ltd's portfolio, making the stock its 13th biggest position. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Visa were worth $168,809,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of V. Clayton Financial Group LLC increased its holdings in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor's stock valued at $25,000 after acquiring an additional 58 shares in the last quarter. PayPay Securities Corp boosted its position in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor's stock valued at $26,000 after buying an additional 38 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in shares of Visa during the fourth quarter valued at $26,000. Parvin Asset Management LLC boosted its position in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor's stock valued at $26,000 after buying an additional 50 shares during the last quarter. Finally, Dorato Capital Management purchased a new stake in shares of Visa during the fourth quarter valued at $30,000. 82.15% of the stock is currently owned by institutional investors.

Visa Trading Down 1.5%

Shares of NYSE:V opened at $322.11 on Wednesday. The stock has a market capitalization of $584.68 billion, a price-to-earnings ratio of 28.06, a PEG ratio of 1.80 and a beta of 0.78. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. The stock's 50-day simple moving average is $310.13 and its two-hundred day simple moving average is $326.98. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $375.51.

Visa (NYSE:V - Get Free Report) last announced its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. The business had revenue of $11.23 billion for the quarter, compared to analysts' expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business's revenue for the quarter was up 17.1% on a year-over-year basis. During the same period last year, the firm posted $2.76 earnings per share. Analysts expect that Visa Inc. will post 13.01 EPS for the current year.

Visa announced that its board has initiated a share buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase programs are often an indication that the company's board of directors believes its stock is undervalued.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th will be given 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 dividend payout ratio (DPR) is presently 23.34%.

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 31,455 shares of Visa stock in a transaction dated 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 transaction, the chief executive officer directly owned 15,174 shares of the company's stock, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $309.62, for a total value of $201,253.00. Following the transaction, the director directly owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa Canada and Wealthsimple launched a pilot to settle obligations in USD Coin (USDC), extending Visa’s global stablecoin settlement program to Canada — this can speed settlement (seven-day cycles), improve treasury flexibility for partners, and demonstrates Visa’s leading position in institutional stablecoin rails. Visa Canada and Wealthsimple Pilot Stablecoin Settlement in Canada
• Positive Sentiment: Visa expanded its "Agentic Ready" program to Canada to help issuers and partners prepare for AI agent‑initiated commerce — this positions Visa to capture new payment flows as AI agents begin transacting on users’ behalf. Visa Expands ‘Agentic Ready’ Program to Canada to Advance AI-Driven Commerce
• Positive Sentiment: Visa announced a multi‑year partnership with EA SPORTS to build in‑game experiences and rewards — a strategic move to monetize gaming ecosystems and broaden non-card payment use cases. This diversifies revenue beyond traditional card interchange. Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
• Neutral Sentiment: Visa confirmed upcoming investor presentations: CFO Chris Suh at J.P. Morgan (May 19) and CEO Ryan McInerney at Bernstein (May 28). These events could provide additional operational detail and forward guidance but are scheduled items rather than surprises. Visa to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Visa is expanding consumer and travel-facing programs (e.g., Visa Destinations in Asia Pacific), which support brand engagement and cross‑sell but are incremental versus core payments volumes. Visa Destinations Launches in Asia Pacific
• Negative Sentiment: Recent disclosures show notable insider selling (multiple executives sold shares) and large institutional adjustments (e.g., UBS trimmed a very large position in recent quarters). Those flows can weigh on near‑term sentiment and add selling pressure even amid positive strategic news.

Analysts Set New Price Targets

Several research firms recently commented on V. 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 objective on the stock. Loop Capital began coverage on Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price objective on the stock. TD Cowen reaffirmed a "buy" rating on shares of Visa in a research report on Friday, January 30th. Weiss Ratings cut Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, April 16th. Finally, Evercore set a $350.00 price objective on Visa in a research report on Wednesday, April 29th. Six research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus price target of $387.25.

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.

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