Caisse de depot et placement du Quebec Reduces Stock Position in Visa Inc. $V

Caisse de depot et placement du Quebec decreased its stake in shares of Visa Inc. (NYSE:V) by 58.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 181,592 shares of the credit-card processor’s stock after selling 255,219 shares during the period. Caisse de depot et placement du Quebec’s holdings in Visa were worth $62,302,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of V. XXEC Inc. lifted its position in Visa by 153,118.8% during the second 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 last quarter. State Street Corp grew its holdings in shares of Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock worth $29,038,140,000 after purchasing an additional 626,821 shares during the last quarter. Geode Capital Management LLC increased its holdings in Visa by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after purchasing an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of Visa by 1.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after acquiring an additional 716,218 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of Visa by 1.7% during the 4th quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock valued at $8,359,291,000 after purchasing an additional 398,459 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Insider Buying and Selling at Visa

In other news, CEO Ryan Mcinerney sold 20,970 shares of the stock in a transaction on Monday, June 29th. The shares were sold at an average price of $340.25, for a total value of $7,135,042.50. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,162,953.50. This represents a 58.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Kelly Mahon sold 57,272 shares of the firm’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, the insider owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This trade represents a 53.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 96,634 shares of company stock worth $34,537,016 over the last quarter. Insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Citigroup reaffirmed 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. UBS Group restated a “buy” rating and issued a $420.00 price objective (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Barclays began coverage on shares of Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 target price on the stock. Sanford C. Bernstein reissued an “outperform” rating and set a $450.00 price target on shares of Visa in a report on Tuesday, June 2nd. Finally, BNP Paribas Exane upgraded shares of Visa to a “strong-buy” rating in a research report on Tuesday, July 21st. Seven analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company. Based on data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average price target of $414.54.

Visa Trading Down 1.2%

Shares of V stock opened at $379.23 on Friday. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The stock has a market capitalization of $676.72 billion, a price-to-earnings ratio of 32.25, a price-to-earnings-growth ratio of 2.06 and a beta of 0.74. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $385.57. The stock’s 50-day moving average price is $357.99 and its 200-day moving average price is $331.08.

Visa (NYSE:V) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $11.40 billion. During the same quarter last year, the business posted $2.98 EPS. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. Equities research analysts predict that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Dividend Announcement

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

Trending Headlines about Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded its AI-powered Vulnerability Agentic Harness to identify, remediate and validate cyber vulnerabilities for clients. The broader cybersecurity offering could strengthen Visa’s value proposition to merchants and financial institutions. Visa Rolls Out AI-Powered Cyber Vulnerability Patching for Clients
• Positive Sentiment: Visa and Bluefin launched a unified card-present payments platform combining acceptance, security and device management. The solution may simplify deployments, reduce compliance burdens and deepen Visa’s relationships with enterprise merchants. Visa Launches Unified Card Present Payment Platform
• Positive Sentiment: Visa completed a live payment transaction in Syria after reopening network access, creating a potential future growth opportunity in an underserved market. Visa Reopens Syria With One Payment and No Monopoly
• Positive Sentiment: Visa’s BLOOM initiative and stablecoin-related efforts could improve cross-border settlement, payment interoperability and digital-payment efficiency over time. Will Visa’s BLOOM Initiative Give It an Edge in Digital Payments?
• Neutral Sentiment: Analyst commentary remains constructive, citing Visa’s revenue and earnings momentum and the possibility of continued growth into 2027. However, these views largely reinforce an already-recognized investment thesis rather than provide a new earnings catalyst. Why Visa Stock Could Keep Growing Into 2027
• Negative Sentiment: Mastercard reportedly reached Syria almost simultaneously with Visa, limiting the exclusivity and near-term competitive advantage of Visa’s market reopening. Visa Reopens Syria With One Payment and No Monopoly
• Negative Sentiment: Visa recently touched a record high before surrendering the breakout. With the stock trading at a premium valuation, investors may be taking profits and demanding stronger incremental catalysts to support further gains. Visa Hits Record, Then Surrenders the Breakout

Visa Profile

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.