Axiom Investors LLC DE Has $85.36 Million Stake in Visa Inc. $V

Axiom Investors LLC DE trimmed its position in shares of Visa Inc. (NYSE:V) by 14.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 243,378 shares of the credit-card processor’s stock after selling 39,632 shares during the period. Visa makes up approximately 0.7% of Axiom Investors LLC DE’s investment portfolio, making the stock its 23rd largest position. Axiom Investors LLC DE’s holdings in Visa were worth $85,355,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Visa by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Visa by 0.9% in the 4th 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 purchasing an additional 388,996 shares in the last quarter. Capital World Investors boosted its stake in shares of Visa by 0.8% in the 3rd quarter. Capital World Investors now owns 24,792,246 shares of the credit-card processor’s stock valued at $8,463,484,000 after purchasing an additional 193,288 shares in the last quarter. Capital International Investors boosted its stake in shares of Visa by 1.1% in the 4th quarter. Capital International Investors now owns 21,516,371 shares of the credit-card processor’s stock valued at $7,547,169,000 after purchasing an additional 244,085 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Visa in the 4th quarter valued at approximately $5,877,738,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: A U.S. judge gave preliminary approval to Visa’s revised $38 billion swipe-fee settlement, removing some legal overhang and suggesting the long-running merchant dispute may be moving toward resolution. US judge OKs Visa, Mastercard $38 billion swipe fee settlement
• Positive Sentiment: Visa is expanding beyond traditional card processing, with new efforts in stablecoin settlement, AI-driven payment automation, and broader B2B payment infrastructure, which could support longer-term growth. Visa Tests Stablecoins And AI As It Rebuilds Payment Infrastructure
• Positive Sentiment: Wirex joined Visa’s Agentic Ready program, reinforcing Visa’s push into AI-enabled, agent-initiated payments and expanding its relevance in digital commerce. Wirex Joins Visa Agentic Ready Programme to Enable AI-Driven Payments
• Positive Sentiment: Unusual options activity showed a sharp increase in call buying, signaling rising trader optimism that Visa’s stock could continue to move higher.
• Neutral Sentiment: Analyst and market commentary highlighted Visa as a trending stock and noted its growing network advantages through partnerships like Valor PayTech, but these items were more informational than clearly market-moving. Can Visa Deepen Its Network Advantage Through Valor PayTech? Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It

Insider Buying and Selling at Visa

In other news, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction 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 owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,161,284.36. This represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.12% of the company’s stock.

Visa Stock Up 1.6%

Visa stock opened at $324.93 on Wednesday. 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 50 day moving average price of $317.40 and a two-hundred day moving average price of $324.48. The firm has a market cap of $582.84 billion, a price-to-earnings ratio of 28.30, a PEG ratio of 1.71 and a beta of 0.77.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) 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 analyst estimates of $10.75 billion. During the same quarter last year, the business earned $2.76 EPS. The company’s revenue was up 17.1% compared to the same quarter last year. Equities analysts predict that Visa Inc. will post 13.09 EPS for the current year.

Visa announced that its board has initiated a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.

Visa Announces Dividend

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 $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s payout ratio is currently 23.34%.

Analyst Ratings Changes

V has been the topic of a number of research analyst reports. 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 on the stock. Truist Financial set a $371.00 target price on shares of Visa and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Loop Capital initiated coverage on shares of Visa in a research report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Finally, Morgan Stanley reiterated an “overweight” rating and set a $415.00 target price on shares of Visa in a research report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $387.78.

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.