Visa Inc. $V Shares Acquired by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd lifted its position in shares of Visa Inc. (NYSE:V) by 0.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 794,100 shares of the credit-card processor’s stock after buying an additional 4,102 shares during the quarter. Visa comprises 1.7% of UniSuper Management Pty Ltd’s holdings, making the stock its 10th biggest position. UniSuper Management Pty Ltd’s holdings in Visa were worth $271,090,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in Visa during the 2nd quarter worth $7,034,939,000. TCI Fund Management Ltd. grew its stake in Visa by 14.6% during the second 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 in the last quarter. Corient Private Wealth LLC increased its holdings in Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares during the period. Vanguard Group Inc. raised its position in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after buying an additional 1,461,575 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in shares of 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 buying an additional 1,067,631 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Visa stock opened at $326.01 on Friday. The stock has a 50-day moving average price of $338.50 and a two-hundred day moving average price of $342.50. Visa Inc. has a 12 month low of $299.00 and a 12 month high of $375.51. The company has a market capitalization of $593.90 billion, a PE ratio of 31.93, a P/E/G ratio of 1.92 and a beta of 0.81. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53.

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

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were paid a $0.67 dividend. This is a positive change from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. Visa’s payout ratio is presently 26.25%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on V shares. Morgan Stanley set a $398.00 price target on shares of Visa and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. KeyCorp reaffirmed an “overweight” rating and issued a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. UBS Group reiterated a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a research report on Thursday, December 11th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $408.00 price objective (up from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Four 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 stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and a consensus price target of $401.52.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
• Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait

Insider Activity at Visa

In related news, Director Lloyd Carney sold 900 shares of Visa 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 transaction, the director directly owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This trade represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 24,042 shares of company stock worth $8,247,289 over the last three months. Company insiders own 0.12% of the company’s stock.

Visa Company Profile

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.