Mitsubishi UFJ Trust & Banking Corp Cuts Stock Position in Visa Inc. $V

Mitsubishi UFJ Trust & Banking Corp cut its position in shares of Visa Inc. (NYSE:V) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,099,380 shares of the credit-card processor’s stock after selling 46,128 shares during the quarter. Visa makes up about 0.8% of Mitsubishi UFJ Trust & Banking Corp’s investment portfolio, making the stock its 14th largest position. Mitsubishi UFJ Trust & Banking Corp’s holdings in Visa were worth $375,306,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of V. Norges Bank purchased a new position in shares of Visa during the second quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. grew its holdings in shares of Visa by 14.6% during the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC raised its position 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 worth $1,396,930,000 after purchasing an additional 2,075,289 shares during the period. Vanguard Group Inc. lifted its stake 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 worth $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in 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 purchasing an additional 1,067,631 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

Shares of V stock opened at $326.01 on Friday. The firm has a market cap of $593.90 billion, a P/E ratio of 31.93, a P/E/G ratio of 1.92 and a beta of 0.81. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The business’s 50 day moving average price is $338.50 and its 200-day moving average price is $342.42. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08.

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

Visa Increases Dividend

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

Insider Transactions at Visa

In related news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at $3,282,641.18. This represents a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lloyd Carney sold 900 shares of Visa stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director directly owned 2,468 shares in the company, valued at approximately $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 24,042 shares of company stock valued at $8,247,289. Company insiders own 0.12% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on V shares. KeyCorp reiterated an “overweight” rating and issued a $405.00 price objective on shares of Visa in a report on Wednesday, October 22nd. Macquarie reduced their price target on Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 29th. Truist Financial set a $374.00 price objective on Visa in a research report on Tuesday. UBS Group reaffirmed a “buy” rating on shares of Visa in a research note on Tuesday, January 13th. Finally, HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and upped their price target for the company from $335.00 to $389.00 in a report on Sunday, December 7th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $401.52.

Key Headlines Impacting Visa

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

Visa 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.