6,371 Visa Inc. $V Shares Purchased by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR boosted its holdings in shares of Visa Inc. (NYSE:V) by 4.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 153,455 shares of the credit-card processor’s stock after buying an additional 6,371 shares during the period. Visa comprises about 1.0% of Generali Asset Management SPA SGR’s portfolio, making the stock its 20th biggest holding. Generali Asset Management SPA SGR’s holdings in Visa were worth $55,141,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. John Boyer Inc. bought a new stake in shares of Visa during the 3rd quarter worth about $27,000. Philadelphia Investment Partners LLC acquired a new position in shares of Visa during the 2nd quarter valued at about $29,000. Virtus Advisers LLC acquired a new position in shares of Visa during the 2nd quarter valued at about $33,000. Portfolio Resources Advisor Group Inc. bought a new position in shares of Visa in the 3rd quarter valued at approximately $35,000. Finally, Delos Wealth Advisors LLC bought a new position in shares of Visa in the 2nd quarter valued at approximately $38,000. 82.15% of the stock is currently owned by institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa exceeded expectations with adjusted earnings of $3.48 per share versus the $3.43–$3.44 consensus, while revenue rose 13% year over year to approximately $12.14 billion, ahead of estimates. Adjusted EPS increased 17% from a year earlier, supported by higher payment volumes and transaction growth. Visa Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: The company reported approximately $6 billion in quarterly profit and raised its quarterly dividend by 16%, reinforcing its strong cash generation and shareholder-return profile. Visa Reports Higher Profit on Payment Volumes and Transactions Growth
• Positive Sentiment: Visa’s expansion into AI-enabled payments could provide a longer-term growth opportunity. The company is piloting trusted AI agents that can complete approved invoice payments, while Visa Direct is being expanded for international transfers. Visa’s Agent Payment Pilot
• Neutral Sentiment: The results exceeded forecasts, but Visa trades at a premium valuation, with a price-to-earnings ratio above 34 and the shares near their 52-week high. Investors may require continued strong growth to justify further gains. Visa Likely to Beat Q4 Earnings
• Negative Sentiment: Visa faces a potential £5 billion UK collective lawsuit involving roughly one million businesses. The claim alleges excessive and anti-competitive card fees; any resulting liability or changes to interchange-fee practices could pressure future profitability. Visa and Mastercard UK Lawsuit

Visa Trading Down 0.7%

NYSE:V opened at $401.31 on Wednesday. Visa Inc. has a one year low of $293.89 and a one year high of $414.60. The company has a fifty day moving average price of $378.75 and a 200 day moving average price of $341.35.

Visa (NYSE:V) last issued its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, beating analysts’ consensus estimates of $3.43 by $0.05. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. During the same period last year, the company earned $2.98 earnings per share. Visa’s revenue for the quarter was up 13.2% on a year-over-year basis. On average, equities analysts expect that Visa Inc. will post 13.22 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Royal Bank Of Canada restated an “outperform” rating and issued a $466.00 target price (up from $412.00) on shares of Visa in a report on Monday, August 31st. Bank of America increased their price target on Visa from $410.00 to $430.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Robert W. Baird increased their price target on Visa from $420.00 to $430.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Wolfe Research reissued an “outperform” rating and issued a $460.00 price target (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Finally, Weiss Ratings upgraded shares of Visa from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, October 13th. Three investment analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $428.85.

Insider Activity at Visa

In other Visa news, General Counsel Julie Rottenberg sold 1,867 shares of the company’s stock in a transaction that occurred 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 transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This represents a 9.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the completion of the transaction, the insider directly owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 78,792 shares of company stock worth $28,863,319. Company insiders own 0.12% of the company’s stock.

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.