Tamar Securities LLC cut its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,735 shares of the credit-card processor’s stock after selling 1,697 shares during the quarter. Visa comprises approximately 2.6% of Tamar Securities LLC’s portfolio, making the stock its 14th biggest holding. Tamar Securities LLC’s holdings in Visa were worth $28,292,000 as of its most recent SEC filing.
A number of other hedge funds also recently made changes to their positions in V. XXEC Inc. increased its stake in Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after buying an additional 186,138,883 shares during the period. Jupiter Topco LLC acquired a new position in shares of Visa during the second quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Visa by 13.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock valued at $5,393,398,000 after purchasing an additional 1,808,496 shares during the period. Janus Henderson Group PLC lifted its holdings in Visa by 33.1% in the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock valued at $1,356,090,000 after acquiring an additional 1,116,498 shares during the last quarter. Finally, Amundi boosted its holdings in Visa by 16.5% during the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock worth $2,646,911,000 after buying an additional 1,092,315 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Insider Buying and Selling
In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at $6,315,722.28. The trade was a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 1,867 shares of the business’s stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,778,929.36. This represents a 9.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 27,395 shares of company stock worth $10,406,050. Corporate insiders own 0.12% of the company’s stock.
Wall Street Analyst Weigh In
Several brokerages have issued reports on V. Morgan Stanley reissued an “overweight” rating and set a $471.00 target price (up from $416.00) on shares of Visa in a research note on Wednesday, October 28th. Bank of America raised their price target on shares of Visa from $410.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Wells Fargo & Company raised their price objective on Visa from $432.00 to $463.00 and gave the company an “overweight” rating in a research note on Thursday, October 29th. TD Cowen reiterated a “buy” rating and set a $450.00 target price (up from $420.00) on shares of Visa in a research report on Wednesday, October 28th. Finally, UBS Group restated a “buy” rating and issued a $420.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the stock. According to MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $440.82.
View Our Latest Research Report on Visa
Trending Headlines about Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
- Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
- Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
- Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
- Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report
Visa Price Performance
V stock traded up $0.17 during midday trading on Friday, reaching $422.76. 9,219,148 shares of the stock were exchanged, compared to its average volume of 6,437,748. The company has a fifty day moving average price of $385.86 and a 200 day moving average price of $344.69. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $442.23. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. The stock has a market capitalization of $754.39 billion, a PE ratio of 34.29, a P/E/G ratio of 1.81 and a beta of 0.80.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, topping the consensus estimate of $3.44 by $0.04. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. The firm’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period in the previous year, the firm posted $2.98 earnings per share. As a group, analysts expect that Visa Inc. will post 15.02 EPS for the current fiscal year.
Visa Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This represents a $3.12 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio is 21.74%.
About Visa
Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.
The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.
Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.
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