Visa Inc. $V Holdings Increased by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations boosted its stake in shares of Visa Inc. (NYSE:V) by 15.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 225,621 shares of the credit-card processor’s stock after acquiring an additional 30,952 shares during the quarter. Visa accounts for 3.3% of Caisse Des Depots ET Consignations’ holdings, making the stock its 7th largest position. Caisse Des Depots ET Consignations’ holdings in Visa were worth $77,022,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Norges Bank purchased a new position in shares of Visa during the 2nd quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. boosted its holdings 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 grew its position in Visa by 110.4% during the second 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. increased its holdings in 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 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 second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after acquiring an additional 1,067,631 shares during the period. 82.15% of the stock is owned by institutional investors and hedge funds.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and analysts raised earnings estimates. Multiple Zacks Research notes this morning lifted Q2–FY2028 EPS forecasts for Visa, boosting forward earnings visibility and supporting valuation. Zacks: Here’s Why Visa is a Strong Momentum Stock
• Positive Sentiment: Consensus “Buy” and investor outreach. Visa has a recent consensus Buy from analysts and announced senior management will present at upcoming investor conferences (Morgan Stanley TMT and Wolfe Research FinTech), which helps transparency and can draw fresh institutional demand. Visa to Participate in Upcoming Investor Conferences Visa Receives Consensus “Buy”
• Positive Sentiment: Customer promotions / engagement (FIFA ticket access). Visa cardholders getting early access to World Cup 2026 tickets is a marketing/cross-sell catalyst that can increase card use, volume and network transactions — a small but positive behavioral nudge for TPV and revenue. Visa cardholders get early shot at FIFA World Cup 2026 tickets
• Neutral Sentiment: Momentum narrative pieces. Market commentary highlighting Visa as a momentum name can attract trend-following flows, but these pieces are less fundamental and more sentiment-driven. Zacks momentum write-up
• Negative Sentiment: Regulatory/sovereign push in Europe to reduce reliance on Visa & Mastercard. European initiatives urging reduced dependence on the Visa/Mastercard duopoly raise the prospect of payment-routing reforms, local scheme promotion or competitive pricing pressure in the long run — a potential structural headwind for interchange and addressable volume. Europe Moves to Cut Reliance on Visa and Mastercard EPI chief urges reduction in Europe’s dependence on Visa and Mastercard
• Neutral Sentiment: Geopolitical headlines not tied to Visa Inc. Coverage about government visa programs or diplomatic disputes (e.g., China/UK items) can create headline noise but are not directly relevant to Visa Inc.’s business fundamentals. China lashes out at UK expansion of visa scheme

Wall Street Analyst Weigh In

A number of research firms have recently commented on V. Bank of America upgraded Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a research report on Thursday, December 11th. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Daiwa America upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 2nd. Morgan Stanley reiterated an “overweight” rating and set a $411.00 target price (up previously from $398.00) on shares of Visa in a research report on Friday, January 30th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $408.00 price target (up previously from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $392.21.

Visa Stock Performance

NYSE V opened at $330.04 on Thursday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.11. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a market cap of $599.08 billion, a PE ratio of 30.96, a price-to-earnings-growth ratio of 1.88 and a beta of 0.79. The stock’s 50 day simple moving average is $338.37 and its 200-day simple moving average is $340.29.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same period in the prior year, the company earned $2.75 EPS. The firm’s revenue was up 14.6% compared to the same quarter last year. As a group, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be paid a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is currently 25.14%.

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the 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 sale, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company’s stock.

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.