Visa Inc. $V Position Decreased by ABN AMRO Bank N.V.

Key Points

• ABN AMRO Bank N.V. cut its Visa stake by 2.1% in the fourth quarter, selling 21,844 shares and leaving it with 1,026,987 shares valued at about $360 million. Visa remains one of the bank’s biggest holdings, representing 3.4% of its portfolio.
• Visa reported better-than-expected quarterly results, with 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.
• The company also approved a $20 billion share repurchase program and announced a quarterly dividend of $0.67 per share, payable June 1. Analysts remain broadly positive, with an average rating of “Buy” and a price target of $387.25.

ABN AMRO Bank N.V. decreased its position in Visa Inc. (NYSE:V - Free Report) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,026,987 shares of the credit-card processor's stock after selling 21,844 shares during the period. Visa comprises 3.4% of ABN AMRO Bank N.V.'s portfolio, making the stock its 4th largest holding. ABN AMRO Bank N.V. owned 0.06% of Visa worth $359,969,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Clayton Financial Group LLC boosted its holdings 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 acquiring an additional 58 shares in the last quarter. PayPay Securities Corp boosted its holdings 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 acquiring an additional 38 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the fourth quarter valued at about $26,000. Parvin Asset Management LLC boosted its holdings 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 acquiring an additional 50 shares in the last quarter. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the fourth quarter valued at about $30,000. Hedge funds and other institutional investors own 82.15% of the company's stock.

Insider Buying and Selling

In other news, Director Lloyd Carney sold 650 shares of the business's 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 transaction, the director 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. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the business's stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the transaction, 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 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. Insiders own 0.12% of the company's stock.

Visa Stock Performance

NYSE:V opened at $318.66 on Monday. The firm has a 50 day simple moving average of $310.67 and a 200-day simple moving average of $326.72. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The firm has a market cap of $571.61 billion, a PE ratio of 27.76, a P/E/G ratio of 1.70 and a beta of 0.78. 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 posted its quarterly earnings data on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts' consensus estimates of $3.10 by $0.21. The business had revenue of $11.23 billion during 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 company's revenue was up 17.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.76 earnings per share. On average, equities analysts expect that Visa Inc. will post 13.08 EPS for the current year.

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

Visa Dividend Announcement

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 given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, May 12th. Visa's payout ratio is currently 23.34%.

Key Visa News

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.

Wall Street Analysts Forecast Growth

V has been the subject of several recent analyst reports. Rothschild & Co Redburn set a $385.00 price objective on shares of Visa in a research note on Wednesday, January 28th. BMO Capital Markets initiated coverage on shares of Visa in a research note on Tuesday, April 21st. They issued an "outperform" rating and a $365.00 price objective for the company. Evercore set a $350.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Raymond James Financial reiterated an "outperform" rating and issued a $389.00 price objective on shares of Visa in a research note on Wednesday, April 29th. Finally, Weiss Ratings cut shares of Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, April 16th. Six analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $387.25.

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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