Swiss Life Asset Management Ltd Has $206.84 Million Position in Visa Inc. $V

Key Points

• Swiss Life Asset Management increased its Visa holdings by 11.8% in the fourth quarter, ending with 589,762 shares worth about $206.8 million. Visa now makes up 1.1% of the fund’s portfolio and is its 14th-largest holding.
• Visa reported better-than-expected quarterly results, posting EPS of $3.31 versus estimates of $3.10 and revenue of $11.23 billion versus expectations of $10.75 billion. Revenue rose 17.1% year over year, and analysts now expect full-year EPS of 13.08.
• The company also announced a quarterly dividend of $0.67 per share and approved a $20 billion share repurchase program. Meanwhile, analysts remain broadly bullish, with an average rating of “Buy” and an average price target of $387.25.

Swiss Life Asset Management Ltd grew its holdings in Visa Inc. (NYSE:V - Free Report) by 11.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 589,762 shares of the credit-card processor's stock after purchasing an additional 62,232 shares during the quarter. Visa comprises 1.1% of Swiss Life Asset Management Ltd's portfolio, making the stock its 14th biggest holding. Swiss Life Asset Management Ltd's holdings in Visa were worth $206,835,000 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 position 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 valued at $26,000 after purchasing an additional 38 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of Visa in the fourth quarter valued at about $26,000. Parvin Asset Management LLC grew its position 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 valued at $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management acquired a new stake in shares of Visa in the fourth quarter valued at about $30,000. 82.15% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on V shares. Cantor Fitzgerald reissued an "overweight" rating and set a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Raymond James Financial reissued an "outperform" rating and set a $389.00 target price on shares of Visa in a research report on Wednesday, April 29th. Citigroup decreased 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. Loop Capital started coverage on Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 target price on the stock. Finally, Macquarie Infrastructure reissued an "outperform" rating and set a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $387.25.

Visa Stock Down 0.0%

V stock opened at $318.66 on Monday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a market cap of $578.43 billion, a PE ratio of 27.76, a price-to-earnings-growth ratio of 1.70 and a beta of 0.78. The business's 50-day simple moving average is $310.67 and its 200 day simple moving average is $326.72. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

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, topping analysts' consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analysts' expectations of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company's revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.76 earnings per share. On average, research analysts anticipate that Visa Inc. will post 13.08 earnings per share 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 paid a dividend of $0.67 per share. The ex-dividend date is Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa's dividend payout ratio (DPR) is currently 23.34%.

Visa declared that its Board of Directors has approved a share repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock buyback programs are usually an indication that the company's leadership believes its shares are undervalued.

Insider Transactions at Visa

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

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa just reported its strongest revenue growth since 2022, reinforcing that consumer and cross-border spending trends remain healthy and supporting the case that the stock deserves a premium valuation. Article Title
• Positive Sentiment: Multiple brokerages, including Erste Group Bank and Zacks Research, raised Visa earnings estimates for FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong over the next several years.
• Positive Sentiment: Visa is also advancing its stablecoin strategy, including pilot projects tied to settlement and payment rails, which may strengthen its role in next-generation digital payments. Article Title
• Positive Sentiment: News that Exodus launched an AI-agent focused stablecoin on Solana using Visa payment rails highlights growing third-party use cases for Visa’s network in emerging fintech and AI-driven payments. Article Title
• Neutral Sentiment: Coverage around card-issuing and processing solutions, as well as travel-credit-card rankings, is supportive of the broader payments ecosystem but does not materially change Visa’s near-term earnings outlook. Article Title
• Negative Sentiment: One analyst note trimmed a few near-term quarterly EPS estimates, which could temper expectations for some upcoming periods even though the longer-term forecast trend remains positive.

Visa Company 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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