Visa Inc. $V Shares Acquired by M&T Bank Corp

Key Points

• M&T Bank Corp increased its stake in Visa by 5.7% in Q4, buying 15,448 shares to hold 288,366 shares valued at about $101.13 million.
• Visa beat quarterly expectations with $3.31 EPS versus $3.10 expected and $11.23 billion in revenue (up 17.1% year‑over‑year), reflecting strong profitability (net margin ~51.7%).
• The Board approved a $20 billion share buyback (≈3.6% of shares) and declared a $0.67 quarterly dividend, while analysts retain a consensus "Buy" rating with an average target near $387.25.

M&T Bank Corp lifted its stake in shares of Visa Inc. (NYSE:V - Free Report) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 288,366 shares of the credit-card processor's stock after acquiring an additional 15,448 shares during the period. M&T Bank Corp's holdings in Visa were worth $101,133,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in V. Corient Private Wealth LLC boosted its stake in shares of Visa by 110.4% during the second 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 acquiring an additional 2,075,289 shares during the last quarter. Holocene Advisors LP boosted its stake in Visa by 286.4% in the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor's stock worth $862,335,000 after buying an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC boosted its stake in Visa by 121.7% in the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor's stock worth $1,059,990,000 after buying an additional 1,658,954 shares during the last quarter. Danske Bank A S acquired a new stake in Visa in the 3rd quarter worth about $565,684,000. Finally, Capital Research Global Investors boosted its stake in Visa by 73.4% in the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor's stock worth $1,091,528,000 after buying an additional 1,353,441 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on V shares. Citigroup decreased their price target on Visa from $450.00 to $400.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Bank of America started coverage on Visa in a research note on Thursday, March 5th. They issued a "buy" rating and a $410.00 price target on the stock. Piper Sandler set a $160.00 price target on Visa in a research note on Wednesday, January 28th. Macquarie Infrastructure reissued an "outperform" rating and issued a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Finally, Evercore set a $350.00 price target on Visa in a research note on Wednesday. Six investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, Visa presently has an average rating of "Buy" and an average target price of $387.25.

Visa Stock Performance

Visa stock opened at $328.43 on Monday. The stock's 50-day moving average is $310.11 and its 200-day moving average is $327.15. The company has a market cap of $596.16 billion, a price-to-earnings ratio of 28.61, a price-to-earnings-growth ratio of 1.82 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 12 month low of $293.89 and a 12 month high of $375.51.

Visa (NYSE:V - Get Free Report) last released its quarterly earnings data 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 company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company's quarterly revenue was up 17.1% compared to the same quarter last year. During the same period last year, the business posted $2.76 EPS. Equities analysts anticipate that Visa Inc. will post 12.98 earnings per share for the current 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 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa's dividend payout ratio (DPR) is 23.34%.

Visa announced that its Board of Directors has approved a stock repurchase plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's board believes its stock is undervalued.

Insider Transactions at Visa

In related news, 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 sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $201,253.00. Following the sale, the director 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. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company's stock.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style‑score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy‑side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run‑rate, which increases optionality for non‑bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll‑out — Visa is scaling its "Agentic Ready" program across APAC/LatAm to capture volume from AI agent‑initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto‑card volume accelerating — On‑chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near‑term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5‑1 plan), cutting his holdings substantially; even planned sales can spook investors and add short‑term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

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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