Visa Inc. $V Shares Sold by Sumitomo Mitsui Trust Group Inc.

Posted by Stanley Muller on Jul 10th, 2026

Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 5.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,083,557 shares of the credit-card processor’s stock after selling 230,842 shares during the quarter. Visa accounts for approximately 0.8% of Sumitomo Mitsui Trust Group Inc.’s investment portfolio, making the stock its 18th biggest position. Sumitomo Mitsui Trust Group Inc.’s holdings in Visa were worth $1,234,214,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Clayton Financial Group LLC raised its holdings in Visa by 446.2% in the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares in the last quarter. PayPay Securities Corp grew its holdings in shares of Visa by 102.7% during the fourth 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 last quarter. Cresta Advisors Ltd. acquired a new position in Visa during the fourth quarter worth approximately $26,000. Parvin Asset Management LLC raised its position in Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management purchased a new stake in shares of Visa in the fourth quarter valued at about $30,000. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 10,490 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total value of $3,608,455.10. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,219,704.26. The trade was a 40.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the company’s 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. This represents a 51.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 75,581 shares of company stock worth $25,627,975. 0.12% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price target on shares of Visa in a report on Wednesday, April 29th. Piper Sandler began coverage on shares of Visa in a research note on Monday, June 29th. They issued an “overweight” rating and a $394.00 target price for the company. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $450.00 target price on shares of Visa in a report on Tuesday, June 2nd. Truist Financial set a $371.00 price target on shares of Visa and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Robert W. Baird set a $412.00 price target on shares of Visa and gave the stock an “outperform” rating in a report on Monday. Six research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $397.91.

Check Out Our Latest Research Report on Visa

Visa News Roundup

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa is expanding its payments ecosystem through AI-driven “agentic commerce” pilots, including a live proof-of-concept where a Visa-linked purchase was completed inside an AI agent workflow. That suggests Visa is positioning itself for new transaction volume as commerce shifts toward AI assistants. Visa (V) Tests AI Agent Payments in Live Commerce Proof of Concept
Positive Sentiment: Givebutter launched built-in Visa spend cards for nonprofits, showing continued adoption of Visa-branded payment products in niche use cases and supporting network usage growth. Givebutter Becomes the First Fundraising and CRM Platform to Offer Built-In Visa Spend Cards, Closing the Gap Between Fundraising and Impact
Positive Sentiment: Several market commentaries highlighted Visa as a growth-oriented financial transaction stock, citing AI initiatives, improving earnings estimates, and its multi-rail payments strategy as potential long-term catalysts. Buy 5 Financial Transaction Stocks to Enhance Your Portfolio Returns
Neutral Sentiment: Visa remains a strong player in a rapidly changing payments landscape, but the latest commentary mainly rehashed its strengths and weaknesses rather than pointing to a clear near-term catalyst. Visa: A Strong Player in a Disruptive Payments Landscape
Negative Sentiment: Visa is facing renewed investor concern about structural pressure on its fee model. A report on Fiserv’s STAR network talks raised the possibility that large banks could build their own debit rails to bypass fee caps and reduce reliance on Visa and Mastercard. Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
Negative Sentiment: Another report argued that Visa’s multi-front challenges include settlement-related fee compression, stablecoin competition, and other alternative payment rails, all of which could weigh on margins and sentiment. Can Visa’s Multi-Rail Payments Strategy Drive Long-Term Growth?

Visa Stock Performance

Shares of V opened at $347.57 on Friday. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $365.02. The stock has a market cap of $623.46 billion, a P/E ratio of 30.28, a PEG ratio of 1.86 and a beta of 0.75. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a 50-day moving average of $330.52 and a two-hundred day moving average of $324.88.

Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 EPS for the quarter, beating 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 business had revenue of $11.23 billion for the quarter, compared to analyst estimates of $10.75 billion. During the same period in the prior year, the business earned $2.76 earnings per share. The company’s quarterly revenue was up 17.1% on a year-over-year basis. As a group, research analysts predict that Visa Inc. will post 13.1 EPS for the current fiscal year.

Visa declared that its board has initiated a share buyback plan on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to purchase up to 3.6% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Visa Announces Dividend

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

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.