Visa Inc. $V Stock: Verde Servicos Internacionais S.A. Boosts Stake

Verde Servicos Internacionais S.A. grew its holdings in shares of Visa Inc. (NYSE:V) by 75.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,266 shares of the credit-card processor’s stock after buying an additional 21,566 shares during the quarter. Visa accounts for approximately 6.2% of Verde Servicos Internacionais S.A.’s holdings, making the stock its 4th biggest holding. Verde Servicos Internacionais S.A.’s holdings in Visa were worth $18,062,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. XXEC Inc. increased its stake 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 acquiring an additional 186,138,883 shares during the last quarter. State Street Corp raised its position in Visa by 0.7% during the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $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 raised its position in 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 valued at $5,393,398,000 after purchasing an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP raised its position in Visa by 3.7% during the first 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 purchasing an additional 316,559 shares during the period. Finally, Amundi lifted its stake in shares of Visa by 16.5% in the 2nd 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 during the last quarter. Institutional investors own 82.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on V shares. Cantor Fitzgerald set a $445.00 target price on Visa and gave the stock an “overweight” rating in a report on Monday, August 3rd. Truist Financial set a $443.00 price target on Visa and gave the company a “buy” rating in a report on Friday. Daiwa Securities Group increased their price target on Visa from $375.00 to $422.00 and gave the company an “outperform” rating in a report on Thursday, August 6th. The Goldman Sachs Group raised their price target on Visa from $420.00 to $438.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane lifted their price objective on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a research note on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have issued a Buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $428.85.

Visa Price Performance

Visa stock opened at $401.31 on Wednesday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $414.60. The company’s 50-day moving average is $378.75 and its 200 day moving average is $341.35.

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

Trending Headlines about Visa

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

Insider Buying and Selling at Visa

In other news, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total transaction of $687,690.78. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $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. Insiders sold a total of 78,792 shares of company stock valued at $28,863,319 in the last three months. 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.