Visa Inc. $V Shares Bought by Northwestern Mutual Wealth Management Co.

Key Points

• Northwestern Mutual Wealth Management Co. increased its Visa stake by 4.1% in the fourth quarter, buying 21,581 more shares and bringing its total to 545,086 shares valued at about $191.2 million.
• Visa reported strong quarterly results, with earnings per share of $3.31 beating estimates and revenue rising 17.1% year over year to $11.23 billion. The company also authorized a $20 billion share repurchase plan and declared a quarterly dividend of $0.67 per share.
• The company is pushing into B2B and AI-related payments, including new commercial payments integrations and investment in Replit, while analyst sentiment remains broadly positive with a consensus Buy rating and average price target of $386.70.

Northwestern Mutual Wealth Management Co. raised its stake in Visa Inc. (NYSE:V - Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 545,086 shares of the credit-card processor's stock after acquiring an additional 21,581 shares during the quarter. Northwestern Mutual Wealth Management Co.'s holdings in Visa were worth $191,167,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor's stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares during the period. Geode Capital Management LLC lifted its holdings in Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor's stock valued at $15,411,395,000 after acquiring an additional 388,996 shares during the period. Capital World Investors lifted its holdings in Visa by 0.8% in the third quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor's stock valued at $8,463,484,000 after acquiring an additional 193,288 shares during the period. Ameriprise Financial Inc. raised its position in shares of Visa by 4.2% in the third quarter. Ameriprise Financial Inc. now owns 13,114,674 shares of the credit-card processor's stock worth $4,475,403,000 after acquiring an additional 530,995 shares during the period. Finally, Legal & General Group Plc raised its position in shares of Visa by 3.3% in the third quarter. Legal & General Group Plc now owns 12,458,913 shares of the credit-card processor's stock worth $4,253,224,000 after acquiring an additional 399,845 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is expanding its commercial payments footprint through a new integration with PingPong, which lets businesses pay suppliers with commercial cards even when merchants do not accept cards, supporting B2B payment growth. Visa Expands Commercial Solutions Hub to Promote Virtual Card Use
• Positive Sentiment: Visa expanded its Commercial Solutions Hub and integrated Visa Accounts Receivable Manager to make virtual card adoption easier for issuers and suppliers, which could lift commercial payment volumes. Visa Expands Commercial Solutions Hub with Integration of Visa Accounts Receivable Manager
• Positive Sentiment: Visa invested in AI coding platform Replit and is exploring embedded payment tools for developers and AI agents, signaling an early push into agentic commerce and new payment use cases. Visa invests in Replit to power agentic payments for developers
• Positive Sentiment: Highnote launched agentic commerce capabilities built with Visa Intelligent Commerce, highlighting growing third-party adoption of Visa’s AI payment infrastructure. Highnote Collaborates with Visa on Agentic Commerce for AI-Initiated Payments
• Neutral Sentiment: Finix announced access to Visa’s Cybersource gateway, which extends Visa’s ecosystem and could support merchant processing volume, but is not a direct near-term earnings driver. Finix Offers Merchants Access to Visa’s Cybersource Gateway
• Neutral Sentiment: Several articles continue to frame Visa as a long-term “tollbooth” on global spending, and analysts remain constructive after the recent earnings beat, but these pieces mostly reinforce the existing bullish thesis rather than changing it. Visa (V) Down 2.2% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: The main downside pressure appears to be simple post-earnings weakness and profit-taking, as investors reassess Visa after its strong quarterly report rather than reacting to a major business setback. Can Visa's New PingPong Deal Unlock B2B Payment Growth?

Insider Transactions at Visa

In related news, Director Lloyd Carney sold 650 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares of the company's stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction on 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 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 42,744 shares of company stock valued at $14,356,010 over the last ninety days. Insiders own 0.12% of the company's stock.

Visa Trading Down 0.9%

Shares of V stock opened at $324.77 on Friday. 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 company has a market cap of $582.56 billion, a price-to-earnings ratio of 28.29, a PEG ratio of 1.75 and a beta of 0.78. The stock has a 50 day simple moving average of $314.30 and a 200-day simple moving average of $325.03. 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 quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $10.75 billion. During the same quarter in the prior year, the firm earned $2.76 EPS. The company's revenue for the quarter was up 17.1% on a year-over-year basis. On average, equities research analysts expect that Visa Inc. will post 13.09 EPS for the current fiscal year.

Visa declared that its board has approved a stock buyback 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 purchase up to 3.6% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's board believes its shares are undervalued.

Visa Announces Dividend

The company 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 $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, May 12th. Visa's dividend payout ratio (DPR) is 23.34%.

Wall Street Analyst Weigh In

V has been the subject of a number of analyst reports. Bank of America initiated coverage on shares of Visa in a research report on Thursday, March 5th. They issued a "buy" rating and a $410.00 price objective for the company. Morgan Stanley reiterated an "overweight" rating and issued a $415.00 price objective on shares of Visa in a research report on Wednesday, April 29th. Weiss Ratings downgraded shares of Visa from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, April 16th. Citigroup decreased their price objective on shares of Visa from $450.00 to $400.00 and set a "buy" rating for the company in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $395.00 price objective on shares of Visa in a research report on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $386.70.

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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