Swedbank AB Increases Stake in Visa Inc. $V

Key Points

• Swedbank raised its stake in Visa by 0.6% to 2,983,080 shares in Q4, making Visa about 1.0% of Swedbank’s portfolio and leaving the position valued at roughly $1.05 billion.
• Visa beat quarterly expectations (EPS $3.31 vs. $3.10 est.; revenue $11.23B vs. $10.75B, +17.1% YoY), while its board approved a $20 billion share repurchase and declared a $0.67 quarterly dividend.
• Insider selling is notable: CEO Ryan McInerney sold 31,455 shares (≈$10.7M) under a 10b5‑1 plan, reducing his direct holdings by about 67%, which could pressure near‑term sentiment.

Swedbank AB boosted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 0.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,983,080 shares of the credit-card processor's stock after buying an additional 19,179 shares during the quarter. Visa accounts for about 1.0% of Swedbank AB's portfolio, making the stock its 13th largest holding. Swedbank AB owned about 0.16% of Visa worth $1,046,196,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Patron Partners LLC increased its holdings in Visa by 0.6% in the 3rd quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor's stock worth $1,587,000 after acquiring an additional 30 shares in the last quarter. MTM Investment Management LLC boosted its position in shares of Visa by 0.9% during the 3rd quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor's stock valued at $1,142,000 after acquiring an additional 30 shares during the last quarter. High Note Wealth LLC boosted its position in shares of Visa by 6.8% during the 3rd quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor's stock valued at $162,000 after acquiring an additional 30 shares during the last quarter. Beacon Capital Management LLC lifted its position in Visa by 2.0% in the third quarter. Beacon Capital Management LLC now owns 1,541 shares of the credit-card processor's stock valued at $526,000 after buying an additional 30 shares during the last quarter. Finally, Chapman Financial Group LLC lifted its position in Visa by 0.9% in the third quarter. Chapman Financial Group LLC now owns 3,211 shares of the credit-card processor's stock valued at $1,096,000 after buying an additional 30 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Visa Stock Performance

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

Visa (NYSE:V - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating the consensus estimate of $3.10 by $0.21. The company 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 firm's revenue was up 17.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.76 earnings per share. Research analysts forecast that Visa Inc. will post 13.01 EPS for the current fiscal year.

Visa Announces Dividend

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

Visa announced that its board has approved a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board of directors believes its shares are undervalued.

Analysts Set New Price Targets

A number of analysts have issued reports on V shares. Daiwa Securities Group upgraded shares of Visa from a "neutral" rating to an "outperform" rating and set a $370.00 price target on the stock in a research note on Monday, February 2nd. Cantor Fitzgerald reiterated an "overweight" rating and set a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. Truist Financial cut their price target on shares of Visa from $372.00 to $361.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. BMO Capital Markets initiated coverage on shares of Visa in a research note on Tuesday, April 21st. They set an "outperform" rating and a $365.00 target price on the stock. Finally, Macquarie Infrastructure restated an "outperform" rating and set a $410.00 target price on shares of Visa in a research note on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $387.25.

Key Stories Impacting Visa

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.

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company's stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were 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. The trade was a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate 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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