Visa Inc. $V Stake Decreased by Pictet Asset Management Holding SA

Pictet Asset Management Holding SA reduced its stake in shares of Visa Inc. (NYSE:V) by 21.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,135,050 shares of the credit-card processor’s stock after selling 594,062 shares during the period. Visa makes up 0.7% of Pictet Asset Management Holding SA’s investment portfolio, making the stock its 24th biggest position. Pictet Asset Management Holding SA’s holdings in Visa were worth $767,198,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Investment Management Corp VA ADV increased its stake in Visa by 7.4% in the third quarter. Investment Management Corp VA ADV now owns 1,663 shares of the credit-card processor’s stock valued at $598,000 after acquiring an additional 114 shares during the last quarter. Parallel Advisors LLC lifted its stake in Visa by 5.0% during the third quarter. Parallel Advisors LLC now owns 85,825 shares of the credit-card processor’s stock worth $30,839,000 after purchasing an additional 4,090 shares during the last quarter. Flagship Wealth Advisors LLC lifted its stake in Visa by 2.4% during the third quarter. Flagship Wealth Advisors LLC now owns 1,740 shares of the credit-card processor’s stock worth $625,000 after purchasing an additional 40 shares during the last quarter. United Advisor Group LLC lifted its stake in Visa by 14.2% during the third quarter. United Advisor Group LLC now owns 10,441 shares of the credit-card processor’s stock worth $3,752,000 after purchasing an additional 1,298 shares during the last quarter. Finally, Plancorp LLC boosted its holdings in shares of Visa by 14.2% in the 3rd quarter. Plancorp LLC now owns 5,620 shares of the credit-card processor’s stock worth $2,019,000 after purchasing an additional 698 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Stock Performance

Visa stock opened at $422.76 on Friday. The company has a quick ratio of 0.99, a current ratio of 0.97 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $754.39 billion, a PE ratio of 34.29, a P/E/G ratio of 1.80 and a beta of 0.80. The firm has a fifty day simple moving average of $385.86 and a two-hundred day simple moving average of $344.69. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $442.23.

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, beating analysts’ consensus estimates of $3.44 by $0.04. The firm had revenue of $12.14 billion for the quarter, compared to analysts’ expectations of $12.09 billion. Visa had a return on equity of 70.50% and a net margin of 51.20%. The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period last year, the firm earned $2.98 earnings per share. Research analysts expect that Visa Inc. will post 15.02 EPS for the current year.

Visa Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be issued a dividend of $0.78 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.12 annualized dividend and a yield of 0.7%. This is a boost from Visa’s previous quarterly dividend of $0.67. Visa’s dividend payout ratio (DPR) is currently 25.30%.

Insider Activity

In other Visa news, General Counsel Julie B. Rottenberg sold 1,867 shares of Visa stock in a transaction that occurred on Wednesday, September 9th. The stock was 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. The trade was a 9.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 value of $2,445,292.50. Following the completion of the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at $6,315,722.28. The trade was a 27.91% decrease in their position. The SEC filing for this sale provides additional information. 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 valued at $10,406,050 over the last 90 days. 0.12% of the stock is currently owned by company insiders.

Key Stories Impacting Visa

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

Analyst Ratings Changes

Several equities analysts have recently commented on V shares. Evercore set a $405.00 price objective on Visa in a research report on Wednesday, October 28th. Oppenheimer boosted their target price on Visa from $403.00 to $440.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 28th. Susquehanna set a $480.00 target price on Visa and gave the stock a “positive” rating in a research report on Monday, October 26th. Barclays upped their target price on Visa from $420.00 to $440.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 28th. Finally, KeyCorp increased their price target on shares of Visa from $415.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating and thirty-five have given a Buy rating to the stock. According to data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus price target of $440.82.

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.