Visa Inc. $V Stake Lessened by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. lessened its stake in shares of Visa Inc. (NYSE:V) by 1.4% during the third quarter, Holdings Channel.com reports. The fund owned 143,340 shares of the credit-card processor’s stock after selling 1,990 shares during the period. Visa accounts for about 2.1% of Nippon Life Global Investors Americas Inc.’s holdings, making the stock its 14th biggest holding. Nippon Life Global Investors Americas Inc.’s holdings in Visa were worth $51,506,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in V. XXEC Inc. raised its stake in shares of Visa by 153,118.8% in 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 in the last quarter. Jupiter Topco LLC bought a new stake in Visa in the second quarter worth about $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in 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 worth $5,393,398,000 after acquiring an additional 1,808,496 shares in the last quarter. 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 lifted its holdings in Visa by 16.5% in the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after acquiring an additional 1,092,315 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Visa Price Performance

V stock opened at $413.69 on Monday. Visa Inc. has a one year low of $293.89 and a one year high of $417.00. The firm has a 50-day moving average of $381.31 and a two-hundred day moving average of $342.25. The firm has a market capitalization of $738.20 billion, a PE ratio of 33.55, a P/E/G ratio of 1.76 and a beta of 0.77. The company has a current ratio of 0.97, a quick ratio of 0.99 and a debt-to-equity ratio of 0.54.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The business had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. The firm’s revenue was up 13.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.98 earnings per share. On average, analysts forecast that Visa Inc. will post 15.03 earnings per share for the current year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be given a $0.78 dividend. This represents a $3.12 annualized dividend and a dividend yield of 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s payout ratio is 25.30%.

Wall Street Analyst Weigh In

V has been the topic of several recent research reports. Rothschild & Co Redburn lifted their price objective on shares of Visa from $430.00 to $444.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Cantor Fitzgerald reissued an “overweight” rating on shares of Visa in a research note on Wednesday. Oppenheimer raised their target price on shares of Visa from $403.00 to $440.00 and gave the stock an “outperform” rating in a report on Wednesday, October 28th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $430.00 price target on shares of Visa in a report on Wednesday, July 29th. Finally, UBS Group reiterated a “buy” rating and set a $420.00 price objective (up from $410.00) on shares of Visa in a research report on Wednesday, July 29th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company. According to MarketBeat.com, Visa currently has an average rating of “Buy” and an average price target of $438.41.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong operating trends: Visa’s latest earnings discussion highlighted resilient U.S. spending, accelerating cross-border volumes, commercial and e-commerce growth, and expanding value-added services. More than 60% of e-commerce transactions are now tokenized, supporting network security and long-term volume growth. 5 insightful analyst questions from Visa’s Q3 earnings call
• Positive Sentiment: China and international expansion: Visa and Tencent signed an agreement covering cross-border payments, international money transfers and AI-powered commerce. Visa also received approval to prepare for a domestic bank-card clearing business in China, potentially expanding its addressable market. Tencent, Visa deepen payments push in China
• Positive Sentiment: Digital-assets opportunity: Visa’s annualized stablecoin settlement volume reportedly surpassed $25 billion, while stablecoin-linked card programs exceeded 225. The progress reinforces Visa’s role in emerging payment infrastructure. Visa Stablecoin Settlement Tops $25 Billion
• Positive Sentiment: Shareholder returns and analyst support: Visa raised its quarterly dividend 16.4% to $0.78 per share. KeyCorp maintained an “Overweight” rating with a $425 target and projects EPS of $16.93 in fiscal 2028 and $19.00 in fiscal 2029. Wells Fargo separately lifted its target to $463, while RBC, Oppenheimer, Barclays and JPMorgan also issued favorable commentary. Wells Fargo raises Visa price target
• Neutral Sentiment: Industry backdrop: Cross-border activity and consumer spending remain supportive, but rising technology expenses and inflation could pressure payment-industry margins. Financial transaction stocks amid cost and inflation pressure
• Negative Sentiment: Merchant litigation risk: Visa’s agreement to drop the “honor all cards” rule settles part of a merchant dispute but could create uncertainty around acceptance practices and pricing power. Will ditching the honor all cards rule matter?

Insiders Place Their Bets

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. This trade represents a 9.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $367.87, for a total value of $2,161,236.25. Following the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,582,059.38. This trade represents a 27.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 21,520 shares of company stock worth $7,960,757 in the last quarter. 0.12% of the stock is currently owned by corporate insiders.

Visa Company Profile

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.