Tokio Marine Asset Management 13F: Cuts Visa (V) Stake by $1.4M

On October 26, 2026, Tokio Marine Asset Management trimmed its stake in Visa Inc. (V) by 3,797 shares, bringing its total holdings to 146,282 shares. This move was disclosed in the firm's latest Form 13F filing with the SEC.

Tokio Marine's reduction represents a 2.5% decrease in its Visa holdings, which are now valued at about $52.6 million. The firm holds 3.6% of its total reported value in Visa, ranking 8th among its 503 positions.

V Visa Inc.

$407.92 ▲ +18.44% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Other Institutional Activity in Visa

Several other funds adjusted their positions in Visa recently. NTV Asset Management grew its stake by 2,013 shares, ending with 14,563 shares valued at about $5.2 million. Simplicity Wealth, LLC added 29,797 shares, bringing its total to 54,733 shares worth approximately $19.7 million. TCI Fund Management Ltd. also slightly increased its holdings by 27,420 shares, totaling 30,494,133 shares valued at about $12.3 billion.

Visa Inc. Stock Down 2.5%

Visa shares closed at $407.92 on October 23, 2026, and have recently traded around $404.16, which is about 0.9% below that closing price. The stock has shown strong performance, with a revenue growth rate of 14.4% year-over-year and a solid net margin of 50.8%.

Recent Earnings

Visa reported trailing twelve-month revenue of approximately $44.5 billion and earnings per share of $11.75. The next earnings report is scheduled for October 27, 2026.

Dividend

Visa pays an annual dividend rate of $2.68, which reflects a payout ratio of 22.1%.

Insider Buying and Selling at Visa Inc.

Several insiders have sold shares of Visa recently. CEO Ryan McInerney sold 5,875 shares at an average price of $367.87 on August 21, 2026, totaling about $2.2 million. General Counsel Julie B Rottenberg sold 2,028 shares at $381.35 on August 31, 2026, for approximately $773,378. McInerney sold another 5,875 shares at $379.65 on September 1, 2026, totaling about $2.2 million, and Rottenberg sold 1,867 shares at $368.34 on September 9, 2026, for about $687,691.

Analysts Set New Price Targets

On October 26, 2026, Susquehanna maintained a Positive rating on Visa with a price target of $480. Earlier, Truist Securities also maintained a Buy rating with a target of $443. The consensus among analysts is strong, with a mean price target of $460 and a recommendation of Outperform.

About Visa Inc.

Visa Inc. operates as a payment technology company that facilitates electronic funds transfers globally. It provides a transaction processing network called VisaNet, which authorizes, clears, and settles payment transactions. This position change comes as Visa maintains its strong market presence amid robust financial performance.

Bottom Line

Investors should watch for Visa's upcoming earnings report on October 27, 2026, to gauge its performance. As Tokio Marine continues to adjust its stake, the dynamics of Visa's stock will be important to monitor in the coming months.