Rakuten Investment Management Inc. Acquires 135,067 Shares of Visa Inc. $V

Posted by Stanley Muller on Jun 17th, 2026

Rakuten Investment Management Inc. grew its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 154.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 222,475 shares of the credit-card processor’s stock after purchasing an additional 135,067 shares during the quarter. Visa comprises approximately 0.3% of Rakuten Investment Management Inc.’s portfolio, making the stock its 19th biggest holding. Rakuten Investment Management Inc.’s holdings in Visa were worth $78,892,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Visa in the fourth quarter worth about $5,877,738,000. Cardano Risk Management B.V. lifted its holdings in shares of Visa by 867.6% in the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after buying an additional 7,364,762 shares in the last quarter. Victory Capital Management Inc. lifted its holdings in shares of Visa by 48.2% in the fourth quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock worth $2,282,472,000 after buying an additional 2,116,463 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in shares of Visa by 110.4% in the second quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Finally, Holocene Advisors LP lifted its holdings in shares of Visa by 286.4% in the third quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock worth $862,335,000 after buying an additional 1,872,362 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on V. Truist Financial set a $371.00 price target on shares of Visa and gave the stock a “buy” rating in a report on Tuesday, May 12th. Cantor Fitzgerald reissued an “overweight” rating and issued a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Oppenheimer reissued an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Bank of America began coverage on shares of Visa in a report on Thursday, March 5th. They issued a “buy” rating and a $410.00 price target on the stock. Finally, UBS Group increased their price target on shares of Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Six investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $387.78.

View Our Latest Report on Visa

Insider Activity at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of Visa 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 transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This trade represents a 67.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the transaction, the chief financial officer directly owned 9,872 shares in the company, valued at $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Analyst commentary says Visa’s growth across payments, AI commerce, stablecoins, and money movement supports stronger earnings momentum and more upside than PayPal. Visa vs. PayPal: Which Payments Stock Wins the Upside Race?
Positive Sentiment: Visa is being highlighted as one of the stocks likely to benefit from AI changes around the FIFA World Cup 2026, reinforcing investor enthusiasm around its brand and payments ecosystem. AI Is Reshaping FIFA World Cup 2026: 5 Stocks Likely to Gain
Positive Sentiment: Visa and Blackhawk Network launched a limited-edition FIFA World Cup 2026 gift card, tying the brand to a major global sporting event and potentially supporting transaction volume and consumer engagement. Visa World Cup Gift Card Ties Sports Partnership To Undervalued Stock Story
Positive Sentiment: Visa Direct is being used in a research piece on faster healthcare payouts, underscoring ongoing demand for real-time payment rails and reinforcing Visa’s relevance in higher-growth payment flows. 252 Billion in Healthcare Payouts Are Waiting for Faster Rails
Neutral Sentiment: Visa and Rockefeller Center announced a branding partnership for Top of the Rock, which is positive for visibility but unlikely to move fundamentals by itself. Rockefeller Center and Visa Announce Partnership for Top of the Rock Observation Deck
Neutral Sentiment: Visa’s Global Travel Intentions report suggests travelers are still prioritizing familiarity and flexibility, which supports the company’s travel-linked payments business but is more of a trend update than a direct catalyst. Asia Pacific Travellers Seek Familiarity, Practicality, Flexibility Amid Shifting Global Dynamics: Visa Report
Neutral Sentiment: Several articles comparing Visa to Mastercard and PayPal are constructive, but they are mostly commentary rather than fresh company-specific news. Visa vs Mastercard: The Better Buy This Year

Visa Trading Up 2.9%

Shares of V opened at $333.08 on Wednesday. The company has a market capitalization 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. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $359.66. The firm’s 50 day simple moving average is $319.80 and its 200 day simple moving average is $324.29. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, topping the consensus estimate of $3.10 by $0.21. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s revenue was up 17.1% compared to the same quarter last year. During the same period last year, the firm posted $2.76 earnings per share. Sell-side analysts forecast that Visa Inc. will post 13.09 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders 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 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 23.34%.

Visa declared that its board has approved a stock repurchase program on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Visa Company Profile

(Free Report)

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.