Visa Inc. $V Shares Acquired by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC boosted its holdings in Visa Inc. (NYSE:V) by 0.8% during the third quarter, HoldingsChannel.com reports. The fund owned 264,795 shares of the credit-card processor’s stock after acquiring an additional 2,130 shares during the period. Visa accounts for about 0.9% of Vanguard Personalized Indexing Management LLC’s portfolio, making the stock its 13th biggest position. Vanguard Personalized Indexing Management LLC’s holdings in Visa were worth $90,672,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. lifted its position in Visa by 4.6% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Patton Fund Management Inc. bought a new stake in Visa in the 2nd quarter valued at $233,000. Finally, Cove Private Wealth LLC grew its position in Visa by 2.9% in the second quarter. Cove Private Wealth LLC now owns 11,432 shares of the credit-card processor’s stock valued at $4,059,000 after acquiring an additional 320 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Evercore ISI set a $380.00 target price on Visa in a report on Friday, December 12th. UBS Group reiterated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and raised their target price for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Finally, Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price on the stock in a report on Thursday, December 11th. Four research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $401.46.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 900 shares of the business’s 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 owned 2,468 shares in the company, valued at $830,432.64. The trade was a 26.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 24,042 shares of company stock valued at $8,247,289 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

Visa Price Performance

V stock opened at $328.43 on Tuesday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The company’s fifty day simple moving average is $338.55 and its 200 day simple moving average is $342.12. The firm has a market cap of $598.31 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 1.92 and a beta of 0.81. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51.

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

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto-to-fiat capability by partnering with Mercuryo to enable near-instant crypto-to-fiat payouts via Visa Direct — a move that broadens payment rails, could capture new transaction volume and fee income, and deepens Visa’s role in digital/crypto on-ramps. Visa Strengthens Crypto-to-Fiat Access Through Mercuryo Partnership
• Positive Sentiment: Visa is pushing banks to modernize loyalty beyond simple card rewards — emphasizing contextual, real-time offers — which could increase card activation, consumer engagement and transaction frequency if banks adopt Visa’s solutions. Visa Urges Banks to Rethink Loyalty Beyond Credit Card Rewards
• Positive Sentiment: Macro lift from an international equity rally (weaker dollar, easier policy abroad) highlights Visa’s sensitivity to cross-border volumes and FX-driven transaction growth — a structural tailwind for revenue outside the U.S. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally
• Neutral Sentiment: Small institutional buying: Belpointe Asset Management increased its Visa stake by ~8.1% to 21,852 shares (~$7.46M position) per a 13F filing — a minor vote of confidence but unlikely to move the market materially. Belpointe Asset Management LLC Has $7.46 Million Stock Position in Visa Inc. $V
• Neutral Sentiment: Analyst/earnings coverage: Multiple previews and comparison pieces (Visa vs. Mastercard) note both firms are on an active earnings calendar — investors are watching Q1 metrics (volumes, cross-border, margins) that will more directly affect near-term price action. Ahead of Visa (V) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Branding/marketing: Visa launched a Milano Cortina 2026 athlete-led campaign (Mikaela Shiffrin, Oksana Masters) — good for awareness and consumer positioning but with limited immediate financial impact. Visa Debuts Milano Cortina 2026 Campaign

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.