Visa Inc. $V is Temasek Holdings Private Ltd’s 2nd Largest Position

Temasek Holdings Private Ltd raised its position in shares of Visa Inc. (NYSE:V) by 5.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,491,881 shares of the credit-card processor’s stock after purchasing an additional 314,755 shares during the quarter. Visa accounts for about 7.2% of Temasek Holdings Private Ltd’s holdings, making the stock its 2nd biggest holding. Temasek Holdings Private Ltd’s holdings in Visa were worth $2,276,768,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of V. Clayton Financial Group LLC lifted its position in shares of Visa by 446.2% in the 4th quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock worth $25,000 after purchasing an additional 58 shares during the period. PayPay Securities Corp lifted its position in shares of Visa by 102.7% in the 4th quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of Visa in the 4th quarter worth about $26,000. Parvin Asset Management LLC lifted its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the period. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the 4th quarter worth about $30,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

V has been the subject of several research reports. Loop Capital initiated coverage on shares of Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 price target for the company. 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 target for the company. Sanford C. Bernstein reiterated an “outperform” rating and issued a $450.00 price target on shares of Visa in a research note on Tuesday, June 2nd. Citigroup decreased their price target on shares of Visa from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Finally, Bank of America initiated coverage on shares of Visa in a research note on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target for the company. Six equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $387.78.

Visa Stock Up 2.9%

NYSE:V opened at $333.08 on Wednesday. The firm has a market cap of $597.47 billion, a P/E ratio of 29.01, a P/E/G ratio of 1.73 and a beta of 0.77. 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 fifty-two week low of $293.89 and a fifty-two week high of $359.66. The firm has a 50-day simple moving average of $319.80 and a two-hundred day simple moving average of $324.29.

Visa (NYSE:V) last released 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%. Visa’s revenue was up 17.1% compared to the same quarter last year. During the same period last year, the business earned $2.76 EPS. Analysts predict that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, May 12th. Visa’s dividend payout ratio (DPR) is presently 23.34%.

Visa declared that its Board of Directors has authorized a stock repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Insider Transactions at Visa

In related news, CFO Chris Suh sold 10,639 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the sale, the chief financial officer directly owned 9,872 shares in the company, valued at approximately $3,206,524.32. The trade was a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through 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 sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.12% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a partnership with Mintoak to add merchant SaaS capabilities for acquirers across Asia Pacific, strengthening its value proposition beyond basic payment acceptance. Visa and Mintoak Join Forces to Bring Merchant SaaS Capabilities to Acquirers Across Asia Pacific
• Positive Sentiment: Coverage around Visa’s AI-agent and stablecoin initiatives highlights the company’s efforts to embed its network into next-generation digital transactions, which investors may view as a growth catalyst. Visa’s AI Agent and Stablecoin Push Could Be A Game Changer For Visa (V)
• Positive Sentiment: Visa Direct is being positioned as a solution for healthcare’s slow, check-based payout process, expanding use cases for real-time payments and reinforcing Visa’s money-movement growth opportunity. Visa Direct Takes On Healthcare’s Paper Payout Problem
• Positive Sentiment: Visa continues to receive favorable analyst-style comparisons versus peers like PayPal and Mastercard, with commentary emphasizing stronger upside from its growth in payments, AI commerce, stablecoins, and money movement. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
• Neutral Sentiment: Several articles simply highlight Visa in broader industry or investing discussions, including comparisons to Mastercard, travel trends, and World Cup AI-related coverage, which may support sentiment but are not direct catalysts. Visa vs Mastercard: The Better Buy This Year
• Neutral Sentiment: Visa was named a partner for Rockefeller Center’s Top of the Rock, a brand-building deal that is unlikely to materially affect near-term fundamentals. ROCKEFELLER CENTER AND VISA ANNOUNCE PARTNERSHIP FOR TOP OF THE ROCK OBSERVATION DECK

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.