Generation Investment Management LLP Has $523.90 Million Stock Holdings in Visa Inc. $V

Generation Investment Management LLP lifted its holdings in shares of Visa Inc. (NYSE:V) by 0.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,526,992 shares of the credit-card processor’s stock after purchasing an additional 12,323 shares during the period. Visa accounts for 5.1% of Generation Investment Management LLP’s holdings, making the stock its 7th biggest holding. Generation Investment Management LLP owned about 0.09% of Visa worth $523,896,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Cresta Advisors Ltd. acquired a new position in Visa during the 4th quarter worth about $26,000. Parvin Asset Management LLC grew its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock valued at $26,000 after buying an additional 50 shares during the last quarter. RHL Group LLC acquired a new stake in shares of Visa in the fourth quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Visa in the fourth quarter valued at about $34,000. Finally, Copos Capital S.a r.l. bought a new position in shares of Visa during the fourth quarter worth about $35,000. Institutional investors own 82.15% of the company’s stock.

Insider Activity

In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the sale, the general counsel directly owned 18,404 shares in the company, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 10,490 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total transaction of $3,608,455.10. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $5,219,704.26. The trade was a 40.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 90,759 shares of company stock worth $32,375,779 in the last quarter. 0.12% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently commented on V. JPMorgan Chase & Co. lifted their price objective on Visa from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Truist Financial set a $406.00 price target on shares of Visa and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $430.00 price objective on shares of Visa in a research note on Wednesday, July 29th. Wolfe Research reiterated an “outperform” rating and set a $435.00 price objective (up from $430.00) on shares of Visa in a research report on Wednesday, July 29th. Finally, Clear Str raised shares of Visa to a “strong-buy” rating in a research note on Thursday, July 16th. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the stock. According to MarketBeat.com, Visa has a consensus rating of “Buy” and a consensus target price of $413.58.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Stablecoin adoption is expanding on Visa’s network. Rain says more than 100,000 merchants already receive stablecoin-funded payments settled through Visa without realizing the source of funds, highlighting potential growth in transaction volume and payment-network relevance. Rain CEO Says Merchants Receive Stablecoin Payments Without Knowing It
• Positive Sentiment: Visa joined Rain’s Agentic Payments Alliance. The coalition includes Mastercard, Fiserv, Circle, Solana and Remitly and aims to establish standards for “agentic commerce,” in which software agents make payments on behalf of consumers or businesses. Participation gives Visa an opportunity to help shape a potentially significant new payments category. Visa and Mastercard Join Rain’s Agentic Commerce Coalition
• Positive Sentiment: Visa is reportedly pursuing a new stablecoin settlement partner with multi-regional licensing capabilities after Mastercard acquired BVNK. The search signals continued strategic investment in blockchain settlement and could broaden Visa’s international stablecoin infrastructure. Visa Seeks New Stablecoin Partner Following Mastercard-BVNK Deal
• Positive Sentiment: Kraken launched a U.S. crypto-and-fiat debit card on Visa’s network. The card supports more than 600 assets and offers up to 2% cashback, potentially increasing Visa transaction volumes while expanding its exposure to cryptocurrency users. Kraken’s Krak Debuts U.S. Debit Card
• Positive Sentiment: Analyst coverage highlighted Visa’s payments growth, while Bill Ackman’s Pershing Square added Visa as a new holding. The endorsement may improve investor sentiment, although it does not change Visa’s operating outlook by itself. Top Analyst Reports for Visa
• Neutral Sentiment: DBS Hong Kong and Visa announced an AI-readiness initiative focused on skills for intelligent payments. The program supports Visa’s technology positioning but has no immediate disclosed financial impact. DBS Hong Kong Partners with Visa
• Negative Sentiment: Mastercard’s acquisition of BVNK gives Visa a competitive disadvantage in stablecoin infrastructure until it secures a replacement partner, potentially increasing execution pressure in this emerging market.

Visa Trading Up 0.5%

NYSE V opened at $365.91 on Thursday. The business has a 50 day simple moving average of $351.80 and a 200 day simple moving average of $329.03. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. The stock has a market capitalization of $652.95 billion, a P/E ratio of 31.12, a P/E/G ratio of 1.95 and a beta of 0.74. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99.

Visa (NYSE:V) last issued its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.23 by $0.09. Visa had a return on equity of 67.68% and a net margin of 50.78%.The business had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.40 billion. During the same period in the previous year, the company posted $2.98 earnings per share. The firm’s revenue for the quarter was up 14.4% on a year-over-year basis. Research analysts expect that Visa Inc. will post 13.16 earnings per share for the current year.

Visa declared that its Board of Directors has authorized a share repurchase program on Tuesday, April 28th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid a $0.67 dividend. The ex-dividend date is Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s payout ratio is currently 22.79%.

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.