Rakuten Investment Management Inc. Invests $29.84 Million in Visa Inc. $V

Rakuten Investment Management Inc. bought a new stake in shares of Visa Inc. (NYSE:V) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 87,408 shares of the credit-card processor’s stock, valued at approximately $29,839,000.

A number of other large investors also recently added to or reduced their stakes in V. Norges Bank bought a new position in shares of Visa during the second quarter valued at about $7,034,939,000. TCI Fund Management Ltd. lifted its stake in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after acquiring an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Vanguard Group Inc. grew its position in Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in Visa by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Robert W. Baird set a $425.00 price objective on Visa in a research note on Wednesday, October 29th. Evercore ISI set a $380.00 price target on shares of Visa in a research report on Friday, December 12th. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Citigroup upgraded shares of Visa to a “strong-buy” rating in a report on Thursday, October 23rd. Finally, Truist Financial set a $374.00 target price on Visa in a research note on Tuesday. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Visa has an average rating of “Buy” and an average target price of $401.52.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa announced a U.K. partnership with Acquired.com to roll out Visa A2A (account‑to‑account) for recurring and variable payments — expands product set into faster, lower‑cost account‑based rails that can win issuer/merchant adoption and support volume growth. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: TreviPay launched a “Pay by Invoice” tool enabled by Visa credentials for issuers, a push into B2B payments that targets a large addressable market and recurring revenue opportunities from commercial flows. TreviPay Teams With Visa to Offer Banks Pay by Invoice Tool
• Neutral Sentiment: Analyst coverage highlights Visa’s scale, stronger margins and comparatively lower valuation versus Mastercard, supporting the bull case on long‑term earnings and cash generation but not removing near‑term macro/regulatory risk. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Coverage pieces note Visa is a trending stock and reiterate basic fundamentals (high margins, strong ROE) — useful context for investors but not a driver of immediate price moves. Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Industry commentary from Visa on authorization and trust underscores the company’s focus on security/authorization experience as a retention lever — strategic, longer‑term support for transaction volumes. Visa on How Trust Is Built at the Moment of Authorization
• Negative Sentiment: President Trump pressed Congress to enact a 10% cap on credit‑card interest rates; that regulatory threat has triggered investor concern about lower interchange and card‑lending economics for networks and issuers, putting near‑term pressure on Visa shares. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise

Insider Buying and Selling

In related news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the sale, the director directly owned 2,468 shares in the company, valued at $830,432.64. The trade was a 26.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 24,042 shares of company stock worth $8,247,289 in the last three months. 0.12% of the stock is owned by corporate insiders.

Visa Stock Down 0.0%

Shares of NYSE:V opened at $325.71 on Thursday. The firm has a market capitalization of $593.36 billion, a P/E ratio of 31.90, a P/E/G ratio of 1.92 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The stock has a 50 day moving average price of $338.77 and a 200-day moving average price of $342.83. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51.

Visa (NYSE:V) last released its quarterly earnings results 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. The company had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm’s revenue was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $2.71 earnings per share. As a group, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Wednesday, November 12th were given a $0.67 dividend. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Visa’s previous quarterly dividend of $0.59. Visa’s payout ratio is currently 26.25%.

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.