Visa Inc. $V Shares Bought by National Pension Service

National Pension Service raised its position in Visa Inc. (NYSE:V) by 3.1% in the 3rd quarter, Holdings Channel reports. The fund owned 3,233,527 shares of the credit-card processor’s stock after acquiring an additional 96,979 shares during the period. Visa accounts for approximately 0.9% of National Pension Service’s holdings, making the stock its 16th biggest position. National Pension Service’s holdings in Visa were worth $1,103,861,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in V. Transcendent Capital Group LLC grew its holdings in Visa by 2.9% during the second quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after acquiring an additional 29 shares during the period. Insight Wealth Strategies LLC boosted its position in shares of Visa by 1.6% during the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock worth $640,000 after purchasing an additional 29 shares in the last quarter. Old Port Advisors grew its stake in shares of Visa by 0.9% during the 3rd quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares during the period. Interchange Capital Partners LLC grew its stake in shares of Visa by 0.5% during the 2nd quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock worth $2,276,000 after purchasing an additional 30 shares during the period. Finally, Carr Financial Group Corp increased its holdings in shares of Visa by 2.4% in the 3rd quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock valued at $440,000 after purchasing an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In other Visa news, Director Lloyd Carney sold 900 shares of the company’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director directly owned 2,468 shares in the company, valued at approximately $830,432.64. This represents a 26.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the sale, the chief executive officer directly owned 537 shares in the company, valued at $183,117. This represents a 95.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 24,042 shares of company stock valued at $8,247,289. 0.12% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Rothschild Redb raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target for the company in a research report on Thursday, December 11th. Morgan Stanley reissued an “overweight” rating and set a $411.00 price target (up previously from $398.00) on shares of Visa in a research note on Friday. Royal Bank Of Canada restated an “outperform” rating and issued a $395.00 price target on shares of Visa in a report on Friday. Finally, Truist Financial set a $374.00 price objective on Visa in a report on Tuesday, January 20th. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $392.92.

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

Visa Trading Down 3.0%

Shares of Visa stock opened at $321.91 on Friday. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The business has a 50 day moving average price of $338.74 and a 200 day moving average price of $341.59. The company has a market capitalization of $586.44 billion, a P/E ratio of 30.20, a P/E/G ratio of 1.95 and a beta of 0.81.

Visa (NYSE:V) last announced its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 62.09% and a net margin of 50.23%.The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. Sell-side analysts anticipate that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Announces Dividend

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

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.