Visa Inc. $V Stock Position Cut by Greenleaf Trust

Greenleaf Trust reduced its position in Visa Inc. (NYSE:V) by 2.2% in the 3rd quarter, Holdings Channel reports. The firm owned 234,527 shares of the credit-card processor’s stock after selling 5,392 shares during the quarter. Visa accounts for about 0.9% of Greenleaf Trust’s portfolio, making the stock its 15th largest position. Greenleaf Trust’s holdings in Visa were worth $84,273,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. XXEC Inc. lifted its position in Visa by 153,118.8% during the second 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. State Street Corp boosted its position in shares of Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after purchasing an additional 566,194 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Visa by 13.0% during 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 buying an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP boosted its holdings in Visa by 3.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after acquiring an additional 316,559 shares during the period. Finally, Amundi grew its holdings in shares of Visa by 16.5% in the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after purchasing an additional 1,092,315 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

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?

Visa Trading Up 0.0%

NYSE:V opened at $413.69 on Monday. The company has a quick ratio of 0.99, a current ratio of 0.97 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $738.20 billion, a PE ratio of 33.55, a price-to-earnings-growth ratio of 1.76 and a beta of 0.77. The stock has a fifty day simple moving average of $381.31 and a 200-day simple moving average of $342.25. Visa Inc. has a 52-week low of $293.89 and a 52-week high of $417.00.

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

Visa Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This represents a $3.12 dividend on an annualized basis and a yield of 0.8%. This is an increase from Visa’s previous quarterly dividend of $0.67. The ex-dividend date is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is 25.30%.

Insiders Place Their Bets

In other news, General Counsel Julie Rottenberg sold 1,867 shares of Visa stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $368.34, for a total value of $687,690.78. Following the completion of the sale, the general counsel owned 18,404 shares of the company’s stock, valued at $6,778,929.36. The trade was a 9.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the transaction, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at approximately $5,444,582.94. This represents a 27.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 21,520 shares of company stock valued at $7,960,757. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on V. BNP Paribas Exane boosted their target price on Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a research note on Friday, August 7th. Loop Capital boosted their price target on shares of Visa from $387.00 to $404.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Mizuho set a $440.00 price objective on Visa in a report on Thursday. President Capital increased their target price on shares of Visa from $411.00 to $474.00 and gave the stock a “buy” rating in a research note on Monday, August 17th. Finally, Daiwa Securities Group lifted their price objective on shares of Visa from $375.00 to $422.00 and gave the company an “outperform” rating in a research report on Thursday, August 6th. Two analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $438.41.

Visa 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.