Comgest Global Investors S.A.S. Has $364.87 Million Stake in Visa Inc. $V

Comgest Global Investors S.A.S. decreased its holdings in Visa Inc. (NYSE:V) by 1.5% during the 3rd quarter, Holdings Channel.com reports. The fund owned 1,068,806 shares of the credit-card processor’s stock after selling 16,193 shares during the quarter. Visa accounts for 6.5% of Comgest Global Investors S.A.S.’s investment portfolio, making the stock its 5th biggest holding. Comgest Global Investors S.A.S.’s holdings in Visa were worth $364,869,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Sagard Holdings Management Inc. bought a new stake in Visa in the 2nd quarter worth about $31,000. Bare Financial Services Inc boosted its stake in shares of Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock worth $32,000 after buying an additional 66 shares during the last quarter. Winnow Wealth LLC purchased a new position in shares of Visa in the 2nd quarter worth approximately $40,000. Quaker Wealth Management LLC increased its position in shares of Visa by 202.7% during the second quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock valued at $40,000 after acquiring an additional 225 shares during the last quarter. Finally, Decker Retirement Planning Inc. purchased a new stake in shares of Visa during the second quarter valued at approximately $41,000. 82.15% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Ryan Mcinerney sold 10,485 shares of Visa stock in a transaction on Friday, January 2nd. The stock was 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 in the company, valued at approximately $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by company insiders.

Visa Price Performance

NYSE V opened at $320.63 on Thursday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a market cap of $581.99 billion, a PE ratio of 30.08, a price-to-earnings-growth ratio of 1.83 and a beta of 0.79. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The firm’s 50-day simple moving average is $337.50 and its two-hundred day simple moving average is $339.24.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.75 earnings per share. Research analysts predict that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be given a dividend of $0.67 per share. The ex-dividend date is Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio is currently 25.14%.

Analyst Ratings Changes

A number of research analysts have issued reports on V shares. Morgan Stanley restated an “overweight” rating and issued a $411.00 price objective (up previously from $398.00) on shares of Visa in a research note on Friday, January 30th. Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Robert W. Baird set a $425.00 price objective on shares of Visa in a research report on Wednesday, October 29th. Macquarie Infrastructure reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Finally, Rothschild & Co Redburn set a $385.00 price target on shares of Visa in a report on Wednesday, January 28th. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $392.21.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa gains traction in stablecoin and crypto payouts through partnerships and network expansions—this extends Visa Direct use cases and supports fee-bearing volume growth. Visa Helps Wirex Provide Stablecoin Payments for BaaS Clients
• Positive Sentiment: Visa’s principal-membership adoption by European e‑money firms enables stablecoin‑linked debit cards, broadening card-rail usage for crypto-backed balances in Europe. This can boost transaction volumes and issuer fees. Quantoz gains Visa nod to issue stablecoin-linked debit cards in Europe
• Positive Sentiment: Banqup partnership: Visa will power integrated e‑invoicing and e‑payment solutions in Europe (Visa Direct/Commercial Solutions), supporting B2B payments growth and higher-value commercial flows. Banqup and Visa enter strategic partnership
• Positive Sentiment: Regional expansion: Visa created a North Africa sub‑region (Egypt, Libya, Sudan) to accelerate digital payment adoption — a strategic growth move into underpenetrated markets. Visa Launches North Africa Sub-Region
• Positive Sentiment: Macro tailwind: Olympic-related travel/spending in Italy is lifting cross‑border and card volume in the region, which benefits Visa’s interchange revenue. Olympics boost spending in Italy; UK banks push Visa, Mastercard rival
• Positive Sentiment: Analyst sentiment: Freedom Capital upgraded Visa from “hold” to “strong-buy,” which can attract buyer interest and support multiple expansion. Zacks – Freedom Capital upgrade
• Neutral Sentiment: Industry context: Zacks highlights Visa among five transaction stocks to watch—cross‑border and e‑commerce growth offset higher tech/expense pressures; useful for relative positioning but not a direct catalyst. 5 Financial Transaction Stocks to Watch
• Neutral Sentiment: Retail/investor interest: Zacks notes increased searches on Visa, signaling heightened attention that can amplify moves but doesn’t change fundamentals. Investors Heavily Search Visa Inc.
• Neutral Sentiment: Market noise: A MarketBeat piece on AI infrastructure (Vertiv) is driving sector rotation into AI‑infrastructure names; this is a broader market theme and only indirectly relevant to Visa. Vertiv’s $15 Billion Backlog Is the Loudest AI Signal in 2026
• Negative Sentiment: Competitive/regulatory risk: Several U.K. banks are exploring a domestic alternative to Visa and Mastercard amid geopolitical concerns — an early-stage initiative that could pressure long-term market share or interchange in the U.K. if it advances. Monitor developments for timing and regulatory reaction. UK bank bosses plan Visa/Mastercard alternative British Banks Push For UK Alternative to Visa and Mastercard Banks to discuss UK alternative

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.