Tobam Increases Holdings in Visa Inc. $V

Tobam increased its position in Visa Inc. (NYSE:V) by 289.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 12,586 shares of the credit-card processor’s stock after acquiring an additional 9,355 shares during the quarter. Tobam’s holdings in Visa were worth $4,414,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Invariant Investment Management purchased a new position in Visa during the fourth quarter worth $969,000. Vanguard Group Inc. raised its holdings in shares of Visa by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock worth $56,455,834,000 after acquiring an additional 1,054,343 shares during the last quarter. Swiss Life Asset Management Ltd lifted its position in shares of Visa by 4.7% in the third quarter. Swiss Life Asset Management Ltd now owns 527,530 shares of the credit-card processor’s stock valued at $180,088,000 after acquiring an additional 23,863 shares in the last quarter. Savvy Advisors Inc. lifted its position in shares of Visa by 30.1% in the fourth quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock valued at $10,143,000 after acquiring an additional 6,688 shares in the last quarter. Finally, Ticino Wealth acquired a new stake in shares of Visa during the fourth quarter valued at $1,837,000. 82.15% of the stock is owned by hedge funds and other institutional investors.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa is being seen as a wide-moat, stable portfolio stock for 2H 2026, reinforcing investor confidence in its durable business model and earnings stability. Buy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026
• Positive Sentiment: Visa was upgraded to Zacks Rank #2 (Buy) on improving earnings optimism, a bullish signal that can attract momentum and fundamental investors. Visa (V) Upgraded to Buy: Here’s Why
• Positive Sentiment: Visa’s collaboration with Alchemy on AgentCard and Visa Intelligent Commerce expands its role in AI agent payments, potentially creating a new transaction channel over time. Alchemy Teams With Visa on AI Agent Payment Stack
• Positive Sentiment: Reports that Visa and Mastercard want to embrace stablecoins rather than fight them suggest the company is adapting to new payment rails instead of being disrupted by them. Visa and Mastercard Reportedly Want to Run Stablecoins, Not Fight Them. Here’s What It Means for Investors.
• Neutral Sentiment: Visa executives discussed stablecoins and cross-border payments at Money20/20, underscoring strategic priorities but offering no immediate financial update. Money 2020 EU Visa’s Tim Moncrieff on Stablecoins + Cross-Border Payments
• Neutral Sentiment: Additional coverage about AI agents using Visa-backed tokens and payment credentials supports the innovation narrative, but these developments are still early-stage and not yet material to near-term results. Visa and Mastercard Put Tokens in Charge of AI Commerce

Wall Street Analyst Weigh In

V has been the subject of a number of recent research reports. Bank of America initiated coverage on Visa in a research report on Thursday, March 5th. They set a “buy” rating and a $410.00 price objective for the company. Truist Financial set a $371.00 target price on shares of Visa and gave the company a “buy” rating in a report on Tuesday, May 12th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price target on shares of Visa in a research note on Wednesday, April 29th. Raymond James Financial reiterated an “outperform” rating and set a $389.00 price target on shares of Visa in a report on Wednesday, April 29th. Finally, Citigroup cut 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. Six 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $387.78.

Insider Activity

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 value 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 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 Visa stock in a transaction 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 owned 15,174 shares in the company, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their position. 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. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

Shares of NYSE:V opened at $327.67 on Friday. The company has a market cap of $587.76 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.75 and a beta of 0.77. The business has a fifty day simple moving average of $321.23 and a 200-day simple moving average of $324.24. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $359.66. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.64.

Visa (NYSE:V) last released its 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 return on equity of 65.00% and a net margin of 51.68%.The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the prior year, the business posted $2.76 earnings per share. The firm’s revenue for the quarter was up 17.1% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 13.09 EPS for the current year.

Visa Dividend Announcement

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

Visa declared that its Board of Directors has approved a share buyback program 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 buy up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board of directors believes its stock is undervalued.

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.