Visa Inc. $V Stock: University of Texas Texas AM Investment Management Co. Boosts Stake

University of Texas Texas AM Investment Management Co. grew its stake in shares of Visa Inc. (NYSE:V) by 2,071.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 40,886 shares of the credit-card processor’s stock after purchasing an additional 39,003 shares during the quarter. Visa comprises about 1.9% of University of Texas Texas AM Investment Management Co.’s portfolio, making the stock its 11th biggest holding. University of Texas Texas AM Investment Management Co.’s holdings in Visa were worth $14,692,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Family Capital Management Inc. lifted its stake in Visa by 6.6% in the 3rd quarter. Family Capital Management Inc. now owns 2,812 shares of the credit-card processor’s stock valued at $1,010,000 after purchasing an additional 174 shares during the last quarter. Brighton Jones LLC grew its holdings in Visa by 5.2% during the third quarter. Brighton Jones LLC now owns 28,381 shares of the credit-card processor’s stock worth $10,198,000 after purchasing an additional 1,402 shares during the period. Candriam S.C.A. grew its holdings in Visa by 5.6% during the third quarter. Candriam S.C.A. now owns 679,710 shares of the credit-card processor’s stock worth $245,133,000 after purchasing an additional 36,159 shares during the period. Chapman Investment Management LLC increased its position in Visa by 200.3% during the third quarter. Chapman Investment Management LLC now owns 27,940 shares of the credit-card processor’s stock worth $10,040,000 after buying an additional 55,799 shares during the last quarter. Finally, Cullinan Associates Inc. increased its position in Visa by 1.7% during the third quarter. Cullinan Associates Inc. now owns 32,120 shares of the credit-card processor’s stock worth $11,542,000 after buying an additional 545 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Visa Stock Performance

Shares of V stock opened at $422.76 on Monday. The company has a market capitalization of $754.39 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.97 and a current ratio of 0.97. The company has a 50-day simple moving average of $385.86 and a 200 day simple moving average of $344.69. Visa Inc. has a 52 week low of $293.89 and a 52 week high of $442.23.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.04. The business had revenue of $12.14 billion for the quarter, compared to analyst estimates of $12.09 billion. Visa had a net margin of 51.20% and a return on equity of 70.50%. Visa’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.98 EPS. On average, sell-side analysts predict that Visa Inc. will post 15.02 earnings per share for the current year.

Visa Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be given a $0.78 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 21.74%.

Analysts Set New Price Targets

Several analysts have issued reports on V shares. Loop Capital upped their price objective on Visa from $387.00 to $404.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Barclays raised their price objective on Visa from $420.00 to $440.00 and gave the company an “overweight” rating in a research report on Wednesday, October 28th. Bank of America lifted their target price on Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Weiss Ratings lowered Visa from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, October 28th. Finally, UBS Group restated a “buy” rating and issued a $420.00 price target (up from $410.00) 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. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $440.82.

More Visa News

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

Insider Activity at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,582,059.38. This represents a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was 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 approximately $7,018,365.40. This trade represents a 9.93% 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 sold 27,395 shares of company stock worth $10,406,050 in the last ninety days. 0.12% of the stock is owned by company insiders.

Visa Company Profile

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.