Visa Inc. $V Shares Bought by Kepler Cheuvreux Suisse SA

Key Points

• Kepler Cheuvreux Suisse SA increased its Visa stake by 2.6% in the fourth quarter, buying 3,779 more shares and bringing its total holdings to 149,318 shares worth about $52.4 million.
• Visa reported a strong quarter, with EPS of $3.31 beating estimates and revenue of $11.23 billion topping expectations, while revenue rose 17.1% year over year. The company also authorized a $20 billion share repurchase plan and declared a quarterly dividend of $0.67 per share.
• Wall Street remains upbeat overall: Visa has a Buy consensus rating with a consensus target price of $387.25, even though there were a few insider stock sales and one recent downgrade from Weiss Ratings.

Kepler Cheuvreux Suisse SA grew its holdings in Visa Inc. (NYSE:V - Free Report) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 149,318 shares of the credit-card processor's stock after buying an additional 3,779 shares during the quarter. Visa makes up 3.0% of Kepler Cheuvreux Suisse SA's portfolio, making the stock its 4th largest position. Kepler Cheuvreux Suisse SA's holdings in Visa were worth $52,379,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Patron Partners LLC increased its holdings in shares of Visa by 0.6% in the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor's stock valued at $1,587,000 after purchasing an additional 30 shares in the last quarter. MTM Investment Management LLC increased its holdings in shares of Visa by 0.9% in the third quarter. MTM Investment Management LLC now owns 3,344 shares of the credit-card processor's stock valued at $1,142,000 after purchasing an additional 30 shares in the last quarter. High Note Wealth LLC increased its holdings in shares of Visa by 6.8% in the third quarter. High Note Wealth LLC now owns 474 shares of the credit-card processor's stock valued at $162,000 after purchasing an additional 30 shares in the last quarter. Beacon Capital Management LLC increased its holdings in shares of 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 purchasing an additional 30 shares in the last quarter. Finally, Chapman Financial Group LLC increased its holdings in shares of 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 purchasing an additional 30 shares in the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Ryan Mcinerney sold 31,455 shares of the business'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 completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,161,284.36. The trade was a 67.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 business's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following 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 disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

V has been the subject of a number of research reports. Freedom Capital raised shares of Visa from a "hold" rating to a "strong-buy" rating in a report on Monday, February 16th. BMO Capital Markets began coverage on Visa in a research report 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 Visa in a research report on Wednesday, April 29th. Weiss Ratings lowered Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, April 16th. Finally, Rothschild & Co Redburn set a $385.00 price objective on Visa in a research report on Wednesday, January 28th. Six equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, Visa presently has a consensus rating of "Buy" and a consensus target price of $387.25.

Visa Price Performance

V opened at $318.66 on Monday. The company has a fifty day moving average price of $310.67 and a two-hundred day moving average price of $326.72. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.09 and a current ratio of 1.09. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $375.51. The firm has a market capitalization 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 (NYSE:V - Get Free Report) last released its 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. Visa had a net margin of 51.68% and a return on equity of 65.00%. The firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. During the same quarter in the previous year, the business earned $2.76 EPS. The business's quarterly revenue was up 17.1% compared to the same quarter last year. As a group, analysts anticipate that Visa Inc. will post 13.08 earnings per share for the current year.

Visa declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the credit-card processor to buy up to 3.6% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's leadership believes its shares are undervalued.

Visa Dividend Announcement

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

Visa News Summary

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 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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