BI Asset Management Fondsmaeglerselskab A S Boosts Position in Visa Inc. $V

BI Asset Management Fondsmaeglerselskab A S grew its position in shares of Visa Inc. (NYSE:V) by 13.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 488,784 shares of the credit-card processor’s stock after acquiring an additional 57,460 shares during the quarter. Visa comprises about 1.5% of BI Asset Management Fondsmaeglerselskab A S’s investment portfolio, making the stock its 10th largest holding. BI Asset Management Fondsmaeglerselskab A S’s holdings in Visa were worth $162,631,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Norges Bank acquired a new position in shares of Visa during the second quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. raised its stake in Visa by 14.6% during 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 in the last quarter. Corient Private Wealth LLC boosted its position 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 worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Vanguard Group Inc. boosted 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 period. Finally, Geode Capital Management LLC grew its stake in shares of Visa by 2.5% in the second 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 in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Activity

In other news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the sale, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction that occurred on 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 sale, the insider owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.

Visa Stock Up 0.3%

V stock opened at $329.79 on Thursday. The firm has a market cap of $600.79 billion, a PE ratio of 30.94, a P/E/G ratio of 1.89 and a beta of 0.79. Visa Inc. has a 12 month low of $299.00 and a 12 month high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.08. The firm has a 50 day simple moving average of $338.66 and a 200 day simple moving average of $341.17.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.75 earnings per share. Equities research analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 10th will be given a $0.67 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 25.14%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on V. Piper Sandler set a $160.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Morgan Stanley restated an “overweight” rating and set a $411.00 price target (up from $398.00) on shares of Visa in a research report on Friday, January 30th. Robert W. Baird set a $425.00 price objective on shares of Visa in a report on Wednesday, October 29th. KeyCorp reiterated an “overweight” rating and set a $405.00 price objective on shares of Visa in a research note on Wednesday, October 22nd. Finally, Cantor Fitzgerald upgraded Visa to a “strong-buy” rating in a research report on Tuesday, January 27th. Six research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $392.00.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa struck a deal with UnionPay International to route cross‑border payouts to >95% of UnionPay debit cards in Mainland China via Visa Direct, simplifying access to China’s large on‑shore payout network and creating a new payments flow opportunity by mid‑2026. Visa-UnionPay Link-Up: A Turning Point in Cross-Border Money Flow? ‘Visa Direct’ To Enable Cross-Border Transfers To China
• Positive Sentiment: Recent fundamentals and analyst commentary support a growth narrative — Visa beat Jan. quarter EPS and revenue, posted double‑digit revenue growth and strong margins, which reinforces upside from higher volumes and new rails like the UnionPay tie‑up. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: Fintech sector rotation and interest in payments/AI themes are drawing investor attention to Visa alongside peers, providing supportive industry tailwinds but also higher expectations for execution and guidance. Fintech Stocks Offer a Resilient Path Toward Sustainable Returns
• Neutral Sentiment: Market commentary comparing Visa and Mastercard during earnings season highlights competitive dynamics; investors will watch volume/margin mix and guidance for which issuer can sustain faster revenue capture. Visa Vs. Mastercard’s Earnings Review: Who Won The Quarter Is The One I Am Buying
• Neutral Sentiment: Legislative and macro headlines (e.g., new visa‑related bills or large tech expansions) are showing up in the newsflow but are unlikely to materially affect Visa’s near‑term payment volumes; these are monitoring items rather than direct catalysts. New Bill: Representative Brandon Gill introduces H.R. 7063: Student Visa Integrity Act of 2026
• Negative Sentiment: Technical/valuation caution: the stock sits below its 50‑ and 200‑day moving averages and trades at a premium multiple (PE ≈ 31), so upside may be limited absent continued volume expansion or guidance lifts; investors should watch guidance and China rollout execution.

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.