Epoch Investment Partners Inc. Has $117.83 Million Position in Visa Inc. $V

Posted by Geri Gentry on Jul 25th, 2026

Epoch Investment Partners Inc. lifted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 3.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 389,868 shares of the credit-card processor’s stock after purchasing an additional 12,365 shares during the period. Epoch Investment Partners Inc.’s holdings in Visa were worth $117,834,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in V. Norges Bank bought a new stake in Visa during the 4th quarter worth about $5,877,738,000. Cardano Risk Management B.V. raised its stake in shares of Visa by 867.6% in the fourth quarter. Cardano Risk Management B.V. now owns 8,213,610 shares of the credit-card processor’s stock worth $2,880,595,000 after acquiring an additional 7,364,762 shares during the last quarter. Diamant Asset Management Inc. raised its stake in shares of Visa by 29,706.3% in the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock worth $2,216,310,000 after acquiring an additional 7,308,345 shares during the last quarter. J. Stern & Co. LLP lifted its position in shares of Visa by 12,497.1% during the fourth quarter. J. Stern & Co. LLP now owns 3,378,039 shares of the credit-card processor’s stock worth $1,184,712,000 after purchasing an additional 3,351,223 shares in the last quarter. Finally, Victory Capital Management Inc. grew its stake in shares of Visa by 48.2% during the fourth quarter. Victory Capital Management Inc. now owns 6,508,089 shares of the credit-card processor’s stock valued at $2,282,472,000 after purchasing an additional 2,116,463 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Stock Up 1.0%

Shares of NYSE:V opened at $355.29 on Friday. Visa Inc. has a one year low of $293.89 and a one year high of $365.14. The company has a 50 day moving average of $337.58 and a 200-day moving average of $325.34. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The stock has a market cap of $637.31 billion, a price-to-earnings ratio of 30.95, a P/E/G ratio of 1.87 and a beta of 0.75.

Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the previous year, the firm posted $2.76 earnings per share. Visa’s revenue for the quarter was up 17.1% compared to the same quarter last year. On average, sell-side analysts forecast that Visa Inc. will post 13.13 earnings per share for the current year.

Visa declared that its Board of Directors has initiated a share buyback program on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Visa Announces Dividend

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

Insider Buying and Selling at Visa

In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares in the company, valued at $6,625,440. This trade represents a 9.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of Visa stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at approximately $3,206,524.32. This trade represents a 51.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 75,581 shares of company stock worth $25,627,975. Insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on V shares. Oppenheimer reissued an “outperform” rating and issued a $403.00 price target (up from $391.00) on shares of Visa in a report on Wednesday, April 29th. Citigroup decreased their price objective on Visa from $450.00 to $400.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Barclays began coverage on Visa in a research note on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price for the company. Truist Financial boosted their target price on Visa from $371.00 to $394.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Clear Str raised Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Eight research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus price target of $399.41.

View Our Latest Stock Report on V

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

Positive Sentiment: Truist Financial raised its price target on Visa to $394 from $371 and reiterated a buy rating, signaling more upside as analysts remain constructive on the stock.
Positive Sentiment: BNP Paribas Exane upgraded Visa, adding to the bullish analyst momentum around the company’s earnings outlook and business fundamentals.
Positive Sentiment: Several reports suggest Visa could deliver another “business as usual” earnings beat next week, supported by resilient consumer credit demand, strong payment volumes, and ongoing digital payments growth.
Positive Sentiment: Visa also continues to announce new partnerships, including embedded-finance and agentic-commerce initiatives with Airwallex and Lianlian, which highlight continued expansion opportunities in business-to-business and next-generation payments.
Neutral Sentiment: Market commentary comparing Visa and Mastercard favorably to American Express after AMEX’s post-earnings selloff may be helping keep Visa steady, but it is more of an industry read-through than a company-specific catalyst.
Neutral Sentiment: Visa is also drawing attention as a “wide-moat” stock, reflecting its durable competitive position, though that is mainly a long-term quality argument rather than a fresh near-term driver.

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.