Visa Inc. $V Stock: Calamos Advisors LLC Boosts Position

Calamos Advisors LLC lifted its position in Visa Inc. (NYSE:V) by 1.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 669,367 shares of the credit-card processor’s stock after acquiring an additional 7,900 shares during the period. Visa accounts for about 0.7% of Calamos Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Calamos Advisors LLC’s holdings in Visa were worth $240,524,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. XXEC Inc. raised its holdings in Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock worth $63,904,097,000 after purchasing an additional 186,138,883 shares in the last quarter. State Street Corp boosted its holdings in shares of Visa by 0.7% during the 2nd quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock valued at $28,432,626,000 after buying an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Visa by 13.0% during the 2nd 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 buying an additional 1,808,496 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Visa by 3.7% during the 1st 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 buying an additional 316,559 shares in the last quarter. Finally, Amundi grew its position 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 worth $2,646,911,000 after buying an additional 1,092,315 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Clear Str upgraded shares of Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $430.00 price objective on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company lifted their target price on shares of Visa from $432.00 to $463.00 and gave the company an “overweight” rating in a report on Thursday, October 29th. KeyCorp upped their price target on Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Finally, Oppenheimer raised their price target on Visa from $403.00 to $440.00 and gave the company an “outperform” rating in a report on Wednesday, October 28th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $440.82.

Visa Stock Up 0.0%

Shares of V traded up $0.17 on Friday, hitting $422.76. 9,219,148 shares of the stock traded hands, compared to its average volume of 6,437,748. Visa Inc. has a one year low of $293.89 and a one year high of $442.23. The company has a market capitalization of $754.39 billion, a PE ratio of 34.29, a P/E/G ratio of 1.81 and a beta of 0.80. The business has a 50 day simple moving average of $385.86 and a 200 day simple moving average of $344.69. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.99 and a current ratio of 0.97.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating the consensus estimate of $3.44 by $0.04. Visa had a return on equity of 70.50% and a net margin of 51.20%. The business had revenue of $12.14 billion for the quarter, compared to the consensus estimate of $12.09 billion. During the same period last year, the business posted $2.98 EPS. The company’s revenue was up 13.2% compared to the same quarter last year. As a group, equities analysts forecast that Visa Inc. will post 15.02 earnings per share for the current fiscal year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a dividend of $0.78 per share. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. This is a boost from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s payout ratio is 21.74%.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 5,875 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. The trade was a 27.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of the firm’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 27,395 shares of company stock valued at $10,406,050. 0.12% of the stock is owned by insiders.

About Visa

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.