Visa Inc. $V Stock: Conning Inc. Trims Position

Conning Inc. lowered its stake in shares of Visa Inc. (NYSE:V) by 7.9% during the third quarter, Holdings Channel reports. The fund owned 21,240 shares of the credit-card processor’s stock after selling 1,822 shares during the quarter. Conning Inc.’s holdings in Visa were worth $7,632,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in V. Sigma Investment Counselors Inc. grew its holdings in shares of Visa by 11.7% during the third quarter. Sigma Investment Counselors Inc. now owns 18,295 shares of the credit-card processor’s stock worth $6,574,000 after buying an additional 1,917 shares in the last quarter. Victory Financial Group LLC raised its position in shares of Visa by 37.7% in the third quarter. Victory Financial Group LLC now owns 6,072 shares of the credit-card processor’s stock valued at $2,182,000 after buying an additional 1,661 shares during the last quarter. Guerra Pan Advisors LLC lifted its stake in shares of Visa by 1.8% during the third quarter. Guerra Pan Advisors LLC now owns 5,791 shares of the credit-card processor’s stock valued at $2,081,000 after buying an additional 102 shares during the period. Great Lakes Retirement Inc. lifted its stake in shares of Visa by 3.8% during the third quarter. Great Lakes Retirement Inc. now owns 16,783 shares of the credit-card processor’s stock valued at $6,031,000 after buying an additional 618 shares during the period. Finally, Generali Asset Management SPA SGR lifted its stake in shares of Visa by 4.3% during the third quarter. Generali Asset Management SPA SGR now owns 153,455 shares of the credit-card processor’s stock valued at $55,141,000 after buying an additional 6,371 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Stock Down 0.3%

V opened at $400.79 on Thursday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $414.60. The business has a 50-day moving average of $379.47 and a two-hundred day moving average of $341.60. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market capitalization of $715.18 billion, a price-to-earnings ratio of 34.08, a price-to-earnings-growth ratio of 1.92 and a beta of 0.77.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.04. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. During the same period in the prior year, the firm posted $2.98 EPS. The company’s revenue was up 13.2% on a year-over-year basis. On average, research analysts expect that Visa Inc. will post 13.22 earnings per share for the current year.

Visa Increases Dividend

The business also recently declared 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 yield of 0.8%. This is a positive change from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. Visa’s dividend payout ratio (DPR) is currently 22.79%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Wells Fargo & Company restated an “overweight” rating and set a $432.00 target price (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Barclays boosted their price target on Visa from $420.00 to $440.00 and gave the company an “overweight” rating in a report on Wednesday. Argus increased their price target on Visa from $396.00 to $420.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Cantor Fitzgerald reissued an “overweight” rating on shares of Visa in a research note on Wednesday. Finally, Rothschild & Co Redburn raised their price objective on Visa from $430.00 to $444.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $437.42.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported adjusted earnings of $3.48 per share, exceeding the $3.43 consensus estimate, while revenue rose 13.2% year over year to $12.14 billion, ahead of expectations. Growth was supported by higher payment volumes, cross-border activity and processed transactions. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Management highlighted resilient consumer spending, international payment growth, value-added services and stablecoin initiatives, while targeting double-digit revenue growth for fiscal 2027. Commentary that the U.S. consumer is holding up supports Visa’s near-term transaction outlook. Visa Q4 Earnings Call Highlights FY27 Outlook and Growth Priorities
• Positive Sentiment: Visa raised its quarterly dividend to $0.78 per share from $0.67, a 16.4% increase. The higher payout signals confidence in cash generation and strengthens the shareholder-return story, despite the stock’s relatively low 0.8% dividend yield.
• Positive Sentiment: JPMorgan raised its price target to $455, Barclays to $440 and Oppenheimer to $440, while RBC reaffirmed an “outperform” rating with a $466 target. The revisions reflect confidence in Visa’s earnings momentum and long-term growth prospects.
• Neutral Sentiment: Analysts cited Visa’s results as a favorable read-through for Mastercard, particularly on consumer spending and international transactions. This reinforces the health of the payments industry but offers only indirect benefit to Visa. Analyst Signals Favorable Earnings Setup for Mastercard After Visa’s Results
• Negative Sentiment: Higher client incentives and expenses, along with slightly slower payment-volume growth, could temper the earnings reaction. Visa’s premium valuation also leaves less room for execution disappointments.
• Negative Sentiment: Visa faces a collective lawsuit in the United Kingdom seeking about £5 billion on behalf of roughly one million businesses. The claim alleges excessive interchange fees and competition-law violations, creating a potentially significant legal and regulatory overhang. Visa Is Defending a UK Card Fee Lawsuit

Insider Activity at Visa

In other Visa news, General Counsel Julie B. Rottenberg sold 2,028 shares of Visa stock in a transaction on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the transaction, the general counsel owned 18,404 shares in the company, valued at $7,018,365.40. This trade represents a 9.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction on Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,582,059.38. This trade represents a 27.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 21,520 shares of company stock valued at $7,960,757 in the last ninety days. 0.12% of the stock is currently owned by company insiders.

About Visa

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.