OFI Invest Asset Management Sells 28,372 Shares of Visa Inc. $V

OFI Invest Asset Management cut its position in shares of Visa Inc. (NYSE:V) by 18.8% during the 3rd quarter, Holdings Channel reports. The firm owned 122,768 shares of the credit-card processor’s stock after selling 28,372 shares during the quarter. OFI Invest Asset Management’s holdings in Visa were worth $41,911,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares in the last quarter. Geode Capital Management LLC grew its stake in Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock valued at $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. Norges Bank purchased a new stake in shares of Visa during the 2nd quarter valued at $7,034,939,000. TCI Fund Management Ltd. boosted its holdings in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock worth $6,769,936,000 after buying an additional 2,429,996 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Visa by 7.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 14,277,146 shares of the credit-card processor’s stock valued at $5,003,569,000 after buying an additional 955,392 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insiders Place Their Bets

In other news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the sale, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,042 shares of company stock valued at $8,175,152 in the last quarter. Insiders own 0.12% of the company’s stock.

Key Stores Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s retail data show stronger holiday spending across major markets — U.S. holiday retail spend up ~4.2% and Canada up ~4.4%, with ecommerce rising faster than overall sales; that supports higher payment volumes and merchant activity on Visa’s network. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Canada-specific Retail Spend Monitor: Visa reports 4.4% YoY holiday retail growth, strong in-store mix (88%) and 7% e‑commerce growth — evidence Visa’s data/analytics business (VCA) and payments volume benefit from resilient consumer demand. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long-term performance narrative: retrospective pieces highlight Visa’s dominance (handling nearly $17T TPV in fiscal 2025) and the secular cashless tailwind — bullish context for revenue/earnings multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago…
• Positive Sentiment: Wall Street sentiment remains constructive: multiple recent buy/overweight ratings and a median analyst target materially above current levels support upside expectations. Visa Inc. Receives Average Rating of “Buy”
• Neutral Sentiment: Competitive landscape piece compares Visa vs. PayPal — highlights different strategic bets (scale/network vs. AI-driven commerce) but doesn’t indicate immediate market-share disruption for Visa. Visa vs. PayPal: Which Fintech Stock Has More Upside?
• Neutral Sentiment: Several industry stories (consumer use of AI/tools, crypto payment narratives) mention Visa tangentially as part of broader payments trends — informative but not immediately stock-moving. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Neutral Sentiment: Global political/legal news referencing “visa bans” is unrelated to Visa Inc.; investors should ignore that headline when assessing the company. US targets former EU commissioner, activists with visa bans
• Negative Sentiment: Legal settlement: Visa and Mastercard agreed to pay a combined ~$167.5M in an ATM-fee lawsuit — a modest cash hit but a negative near-term expense and reminder of regulatory/legal exposure. Visa, Mastercard agree to pay combined $167.5m in ATM fee lawsuit
• Negative Sentiment: Insider selling and mixed institutional moves flagged in data summaries may create some investor caution despite analyst optimism; watch for whether selling continues into the new year. QuiverQuant Visa summary (includes insider/activity data)

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on V. UBS Group set a $425.00 target price on shares of Visa and gave the company a “buy” rating in a research report on Wednesday, October 29th. Morgan Stanley set a $398.00 price objective on Visa and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a research report on Thursday, December 11th. Robert W. Baird set a $425.00 price target on Visa in a report on Wednesday, October 29th. Finally, Wells Fargo & Company raised Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Five research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus target price of $402.52.

Visa Trading Up 0.4%

Shares of V stock opened at $353.57 on Wednesday. The firm has a market cap of $644.11 billion, a P/E ratio of 34.63, a price-to-earnings-growth ratio of 2.07 and a beta of 0.82. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The business has a 50-day moving average price of $337.77 and a two-hundred day moving average price of $344.25.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping the consensus estimate of $2.97 by $0.01. The firm had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. Visa had a net margin of 50.15% and a return on equity of 60.31%. The business’s revenue was up 11.5% compared to the same quarter last year. During the same period last year, the firm posted $2.71 earnings per share. Equities analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were issued a dividend of $0.67 per share. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. This is an increase from Visa’s previous quarterly dividend of $0.59. Visa’s dividend payout ratio (DPR) is currently 26.25%.

About Visa

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.