Visa Inc. $V Shares Acquired by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. boosted its position in shares of Visa Inc. (NYSE:V) by 1.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 153,847 shares of the credit-card processor’s stock after buying an additional 2,645 shares during the quarter. Visa accounts for approximately 1.9% of Tokio Marine Asset Management Co. Ltd.’s investment portfolio, making the stock its 9th largest position. Tokio Marine Asset Management Co. Ltd.’s holdings in Visa were worth $52,520,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC lifted its stake in Visa by 2.5% during the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Norges Bank bought a new stake in Visa during the second quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. grew its position in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Visa by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after buying an additional 145,665 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.

Visa Price Performance

V opened at $327.81 on Wednesday. The firm has a market capitalization of $597.18 billion, a P/E ratio of 32.11, a PEG ratio of 2.02 and a beta of 0.81. The stock has a fifty day moving average of $339.98 and a 200-day moving average of $343.96. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.Visa’s quarterly revenue was up 11.5% on a year-over-year basis. During the same period in the previous year, the firm earned $2.71 earnings per share. Equities analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were issued a $0.67 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. This is a positive change from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio is currently 26.25%.

Insider Transactions at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lloyd Carney sold 900 shares of the stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the completion of the sale, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. The trade was a 26.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 24,042 shares of company stock valued at $8,247,289 over the last three months. 0.12% of the stock is owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expands in Africa — Access Bank partnership launches a corporate card solution for Nigerian businesses, which supports incremental transaction volume and regional payment growth. Access Bank/Visa partnership
• Positive Sentiment: Network resilience argument — analysis notes Visa and Mastercard act like toll roads (collecting interchange on every swipe) and are structurally less exposed than lenders to an APR cap, suggesting the core payments franchise is durable even if issuing banks face pressure. MarketBeat analysis
• Neutral Sentiment: Wall‑street takeaways — some analyst commentaries remain broadly constructive on Visa’s long‑term growth (digital commerce, cross‑border volumes), but analysts’ optimism may be offset short‑term by regulatory headlines. Zacks: analyst views
• Neutral Sentiment: Longer‑term thematic tailwinds — AI‑driven e‑commerce and “smarter” checkout experiences are expected to lift fintech and payments volumes, which could benefit Visa over time if transaction growth holds. Investopedia on AI-driven shopping
• Negative Sentiment: Interest‑rate cap risk — President Trump’s proposed 10% credit‑card APR cap is prompting warnings from bank CFOs and industry groups that the measure could force issuers to cut accounts, tighten underwriting and reduce consumer spending, which would indirectly lower Visa’s transaction volumes. Fox Business: JPMorgan CFO warns CNBC: banks could fight cap
• Negative Sentiment: Routing / swipe‑fee threat — proposals to require lower‑cost routing alternatives or cap swipe fees have analysts and strategists expressing hesitation on Visa/Mastercard near term because any structural reduction in interchange or mandated routing change could pressure network economics. YouTube: Chris Grisanti on swipe fee legislation MarketWatch on sharp drops
• Negative Sentiment: Immediate market reaction — coverage and bulletin headlines drove a quick sell‑off in payments and bank names as investors price in regulatory uncertainty and potential volume/margin hits to issuers (the source of Visa’s transaction flow). TipRanks: stocks fall on cap

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Robert W. Baird set a $425.00 price objective on Visa in a research report on Wednesday, October 29th. UBS Group reaffirmed a “buy” rating on shares of Visa in a research report on Tuesday. Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price for the company in a report on Thursday, December 11th. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, October 8th. Finally, Citigroup upgraded Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Visa has an average rating of “Buy” and a consensus target price of $402.52.

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.