Visa Inc. $V Shares Sold by CenterBook Partners LP

CenterBook Partners LP lessened its stake in shares of Visa Inc. (NYSE:V) by 63.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 35,157 shares of the credit-card processor’s stock after selling 62,003 shares during the quarter. CenterBook Partners LP’s holdings in Visa were worth $12,633,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. XXEC Inc. boosted its stake in Visa by 153,118.8% in the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after purchasing an additional 186,138,883 shares during the period. State Street Corp lifted its holdings in shares of Visa by 0.7% during the second quarter. State Street Corp now owns 82,872,209 shares of the credit-card processor’s stock worth $28,432,626,000 after buying an additional 566,194 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Visa by 13.0% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock valued at $5,393,398,000 after acquiring an additional 1,808,496 shares during the period. Dimensional Fund Advisors LP boosted its position in shares of Visa by 3.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,842,842 shares of the credit-card processor’s stock valued at $2,672,655,000 after acquiring an additional 316,559 shares during the period. Finally, Amundi grew its stake in shares of Visa by 16.5% in the second quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock valued at $2,646,911,000 after acquiring an additional 1,092,315 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Price Performance

V stock traded up $0.17 during midday trading on Friday, reaching $422.76. The company had a trading volume of 9,219,148 shares, compared to its average volume of 6,437,748. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $442.23. The stock has a 50 day moving average price of $385.86 and a 200-day moving average price of $344.69. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. The company has a market capitalization of $754.39 billion, a price-to-earnings ratio of 34.29, a price-to-earnings-growth ratio of 1.81 and a beta of 0.80.

Visa (NYSE:V) last announced its quarterly earnings data on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.44 by $0.04. Visa had a net margin of 51.20% and a return on equity of 70.50%. The firm had revenue of $12.14 billion for the quarter, compared to the consensus estimate of $12.09 billion. During the same period in the prior year, the company posted $2.98 earnings per share. The business’s revenue for the quarter was up 13.2% on a year-over-year basis. Equities research analysts expect that Visa Inc. will post 15.02 earnings per share for the current year.

Visa Increases Dividend

The company 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. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. This is a positive change from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio (DPR) is 21.74%.

Insider Activity at Visa

In related news, General Counsel Julie Rottenberg sold 1,867 shares of Visa stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $368.34, for a total value of $687,690.78. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,778,929.36. This trade represents a 9.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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 the business’s stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $416.22, for a total transaction of $2,445,292.50. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $6,315,722.28. This represents a 27.91% decrease in their ownership of the stock. 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 a total of 27,395 shares of company stock worth $10,406,050 in the last quarter. 0.12% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on V shares. Susquehanna set a $480.00 price target on shares of Visa and gave the stock a “positive” rating in a research report on Monday, October 26th. President Capital increased their target price on shares of Visa from $411.00 to $474.00 and gave the stock a “buy” rating in a research report on Monday, August 17th. Raymond James Financial reaffirmed an “outperform” rating and set a $445.00 target price on shares of Visa in a report on Wednesday, October 28th. BNP Paribas Exane lifted their price target on shares of Visa from $420.00 to $425.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Finally, Citigroup reiterated a “buy” rating and issued a $440.00 price target (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company. According to MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $440.82.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

About Visa

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.