UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increases Position in Visa Inc. $V

Posted by Brenda Bartman on Aug 30th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Visa Inc. (NYSE:V – Free Report) by 13.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,720,068 shares of the credit-card processor’s stock after purchasing an additional 1,808,496 shares during the period. Visa makes up 1.0% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s investment portfolio, making the stock its 17th largest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Visa were worth $5,393,398,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Royal London Asset Management Ltd. increased its holdings in Visa by 13.9% in the second quarter. Royal London Asset Management Ltd. now owns 2,550,065 shares of the credit-card processor’s stock valued at $874,902,000 after buying an additional 310,906 shares in the last quarter. Toth Financial Advisory Corp lifted its position in shares of Visa by 2.7% during the 2nd quarter. Toth Financial Advisory Corp now owns 51,196 shares of the credit-card processor’s stock valued at $17,565,000 after acquiring an additional 1,349 shares during the period. Mufg Securities Americas Inc. boosted its stake in shares of Visa by 7.5% during the 2nd quarter. Mufg Securities Americas Inc. now owns 49,988 shares of the credit-card processor’s stock worth $17,150,000 after acquiring an additional 3,481 shares in the last quarter. Ferguson Wellman Capital Management Inc. boosted its stake in shares of Visa by 1.2% during the 2nd quarter. Ferguson Wellman Capital Management Inc. now owns 360,504 shares of the credit-card processor’s stock worth $123,685,000 after acquiring an additional 4,249 shares in the last quarter. Finally, Tandem Capital Management Corp ADV grew its holdings in shares of Visa by 21.1% in the 2nd quarter. Tandem Capital Management Corp ADV now owns 2,757 shares of the credit-card processor’s stock worth $946,000 after acquiring an additional 480 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on V. JPMorgan Chase & Co. raised their price objective on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. BMO Capital Markets raised their price target on Visa from $387.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Barclays assumed coverage on Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price target for the company. Susquehanna reiterated a “positive” rating and issued a $427.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, UBS Group reissued a “buy” rating and issued a $420.00 price objective (up from $410.00) on shares of Visa in a research note on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $414.54.

View Our Latest Analysis on Visa

Visa Price Performance

Shares of NYSE:V opened at $381.66 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The business’s fifty day moving average price is $359.07 and its two-hundred day moving average price is $331.43. The stock has a market cap of $681.05 billion, a PE ratio of 32.45, a price-to-earnings-growth ratio of 2.04 and a beta of 0.74. Visa Inc. has a one year low of $293.89 and a one year high of $385.57.

Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. During the same period in the previous year, the firm posted $2.98 earnings per share. The business’s revenue for the quarter was up 14.4% compared to the same quarter last year. On average, analysts forecast that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Insider Activity at Visa

In other Visa news, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total transaction of $729,720.00. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 96,634 shares of company stock valued at $34,537,016. 0.12% of the stock is owned by insiders.

Key Visa News

Here are the key news stories impacting Visa this week:

Positive Sentiment: Stablecoin and AI-payment partnership: Visa is working with Dunamu, the operator of South Korean cryptocurrency exchange Upbit, to develop stablecoin payments, cross-border remittances, settlement services and AI-powered commerce. The agreement could help Visa build institutional-grade digital-asset payment infrastructure across Asia while connecting cryptocurrency technology with its global network. Upbit operator Dunamu teams up with Visa on stablecoin and AI payments
Positive Sentiment: Expanded cybersecurity product: Visa upgraded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader toolset may strengthen Visa’s value proposition to merchants and financial institutions and support growth in security-related services. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
Positive Sentiment: Merchant acceptance expansion: Visa’s partnership with Bluefin combines payment security, transaction routing and device management in a unified card-present platform. The offering could simplify deployment for large merchants, deepen customer relationships and expand Visa’s acceptance solutions. Visa Launches Unified Card Present Payment Platform for Global Merchants
Positive Sentiment: Institutional endorsement: Bill Ackman’s Pershing Square added Visa and Mastercard during a major portfolio overhaul, providing a favorable signal from a prominent long-term investor. Bill Ackman Just Made His Biggest Portfolio Overhaul in Years
Neutral Sentiment: Visa restored payment-network access in Syria through a live transaction, but Mastercard reportedly reached the market at nearly the same time, limiting any first-mover advantage. Visa Reopens Syria With One Payment and No Monopoly
Negative Sentiment: Valuation risk: Visa recently reached a record high before giving up the breakout. With shares trading at roughly 32 times earnings, investors may demand continued strong growth, making the stock vulnerable to profit-taking or disappointing execution. Visa Hits Record, Then Surrenders the Breakout

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.