Visa Inc. $V is Cryder Capital Partners LLP's 8th Largest Position

Key Points

• Cryder Capital Partners LLP raised its stake in Visa by 11.5% to 363,838 shares, making Visa its 8th-largest holding (~7.5% of the firm's portfolio) valued at about $127.6 million.
• Visa beat quarterly estimates (EPS $3.31 vs. $3.10; revenue $11.23B vs. $10.75B), and the board authorized a $20 billion share buyback while declaring a quarterly dividend of $0.67 (≈0.8% yield).
• Analysts are broadly positive—average rating is "Buy" with an average target of $387.25—but notable insider selling (CEO sold 31,455 shares) could weigh on near-term sentiment.

Cryder Capital Partners LLP raised its position in shares of Visa Inc. (NYSE:V - Free Report) by 11.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 363,838 shares of the credit-card processor's stock after buying an additional 37,438 shares during the period. Visa comprises about 7.5% of Cryder Capital Partners LLP's investment portfolio, making the stock its 8th biggest holding. Cryder Capital Partners LLP's holdings in Visa were worth $127,602,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in V. Corient Private Wealth LLC boosted its position in Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor's stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the period. Holocene Advisors LP boosted its position in Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor's stock valued at $862,335,000 after buying an additional 1,872,362 shares during the period. SG Americas Securities LLC boosted its position in Visa by 121.7% during the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor's stock valued at $1,059,990,000 after buying an additional 1,658,954 shares during the period. Danske Bank A S purchased a new stake in Visa during the 3rd quarter valued at $565,684,000. Finally, Capital Research Global Investors boosted its position in Visa by 73.4% during the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor's stock valued at $1,091,528,000 after buying an additional 1,353,441 shares during the period. Hedge funds and other institutional investors own 82.15% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on V shares. Truist Financial dropped their price target on shares of Visa from $372.00 to $361.00 and set a "buy" rating for the company in a research report on Friday, April 24th. Loop Capital began coverage on shares of Visa in a research report on Tuesday, March 31st. They set a "buy" rating and a $387.00 price target for the company. Bank of America began coverage on shares of Visa in a report on Thursday, March 5th. They issued a "buy" rating and a $410.00 price objective for the company. Royal Bank Of Canada restated an "outperform" rating and issued a $395.00 price objective on shares of Visa in a report on Friday, January 30th. Finally, Cantor Fitzgerald reissued an "overweight" rating and issued a $400.00 price target on shares of Visa in a research note 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 given a Hold rating to the company. According to data from MarketBeat.com, Visa has an average rating of "Buy" and an average target price of $387.25.

Key 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.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 31,455 shares of the company's stock in a transaction dated 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 owned 15,174 shares in the company, valued at $5,161,284.36. The trade was a 67.46% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 the company's stock in a transaction dated 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 owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company's stock.

Visa Stock Down 1.5%

NYSE:V opened at $322.11 on Wednesday. The firm's 50-day moving average price is $310.13 and its 200-day moving average price is $326.98. The company has a market capitalization of $584.68 billion, a PE ratio of 28.06, a P/E/G ratio of 1.80 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. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $375.51.

Visa (NYSE:V - Get Free Report) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts' consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company's revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.76 EPS. On average, equities analysts predict that Visa Inc. will post 13.01 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a $0.67 dividend. 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 payout ratio is presently 23.34%.

Visa declared that its Board of Directors 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 stock through open market purchases. Stock repurchase programs are often an indication that the company's board of directors believes its stock is undervalued.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.