V VISA INC.

NEUTRAL Impact: 4/10 425
Horizon weeks Filed Apr 13, 2026 Processed 1mo ago SEC 0001193125-26-152095
Rule 425 M&A communications
Latest settled — T+20d ⚠ clustered
V ▲ +4.80% at T+20d
NEUTRAL call ✓ call won +4.80% · α vs SPY -2.93% · entry $309.08 → $323.91
Next anchor: T+60d in 7w
Currently $330.75 · +7.01% from $309.08 entry
Entry anchored
Apr 13, 08:53 AM ET
via Databento tick
T+1d
+0.53%
call +0.53% · α -0.68%
$310.73
settled 5w ago
T+5d
+1.42%
call +1.42% · α -1.88%
$313.46
settled 4w ago
T+20d
+4.80%
call +4.80% · α -2.93%
$323.91
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Visa commenced an exchange offer allowing holders of Class B-1 and B-2 common stock to exchange their shares for a combination of Class B-3, Class C common stock, and cash for fractional shares. This is the second such exchange under a program to release transfer restrictions on Class B shares, with participation contingent on entering into a 'makewhole' agreement related to U.S. litigation liabilities.

Actionable Insight

Traders should monitor participation levels in the exchange offer, as higher uptake could increase free float of Class C shares and impact trading liquidity. The 'makewhole' agreement may deter some regulated institutions from participating, potentially limiting the offer's success.

Key Facts

  • Visa commenced an exchange offer for Class B-1 and B-2 common stock in favor of Class B-3 and Class C common stock plus cash for fractional shares.
  • The offer expires on May 8, 2026, and is part of a previously announced program to release transfer restrictions on Class B shares.
  • Participation requires a 'makewhole' agreement where stockholders reimburse Visa for certain future U.S. covered litigation obligations.
  • Class B shares are primarily held by financial institutions subject to federal or state regulation.
  • No obligation to participate; the exchange ratio is based on conversion rates into Class A stock as of the expiration date.

Financial Impact

Exchange ratios: ~0.2877 shares of Class C per Class B-1 share and ~0.1884 shares of Class C per Class B-2 share. Exact deal value depends on participation and final conversion rates.

share_countownership_structureliquidity

Risk Factors

  • Low participation due to regulatory uncertainty around the 'makewhole' agreement for bank-held shares.
  • Potential complexity for holders with existing swap or derivative contracts on Class B shares.
  • No assurance from Visa regarding the regulatory suitability of participation for any given institution.

Market Snapshot

Price
$304.36
Change
-1.3%
Volume
5.2M
Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
91% bullish (46 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001193125-26-152095
Document: 0001193125-26-152095-index-headers.html0001193125-26-152095
Document: 0001193125-26-152095-index.html0001193125-26-152095
Document: 0001193125-26-152095.txt0001193125-26-152095
8 reports for V
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for V — sortable, filterable
Type Now
May 12, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$320.25 $329.91▲ +3.02%▲ +4.18%$330.75 (+3.28%)
May 11, 2026
9d ago
8-K
NEUTRAL ★ 3/10
$323.91 $332.03▲ +2.51%▲ +2.59%$330.75 (+2.11%)
May 11, 2026
9d ago
425
NEUTRAL ★ 3/10
$323.91 $332.03▲ +2.51%▲ +2.59%$330.75 (+2.11%)
May 1, 2026
19d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$319.31 $307.04▼ −3.84%▼ −4.51%$330.75 (+3.58%)
Apr 28, 2026
22d ago
8-K
BULLISH ★ 8/10
awaiting T+5
Apr 22, 2026
28d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$311.16 $337.00▲ +8.30%▲ +8.25%$330.75 (+6.30%)
Apr 14, 2026
5w ago
EFFECT
NEUTRAL ★ 4/10
$310.73 $309.88▼ −0.27%▼ −1.67%$330.75 (+6.44%)
Apr 13, 2026
5w ago
425
NEUTRAL ★ 4/10
$309.08 $313.46▲ +1.42%▼ −1.88%$330.75 (+7.01%)
Showing 8 of 8

US Market Status

Market Closed — Opens Thu (< 1m)

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