Visa Inc. $V Shares Purchased by Choreo LLC

Choreo LLC grew its holdings in Visa Inc. (NYSE:V) by 3.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 78,021 shares of the credit-card processor’s stock after purchasing an additional 2,448 shares during the quarter. Choreo LLC’s holdings in Visa were worth $28,036,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Quarterly results exceeded expectations. Visa beat consensus earnings estimates on resilient consumer spending, higher payment volumes, cross-border growth and transaction-processing gains. Management also indicated that the U.S. consumer remains healthy and outlined a target for double-digit revenue growth in fiscal 2027. Visa Q4 Earnings Beat Estimates on Strong Payment Volumes
• Positive Sentiment: Analysts raised their targets. Wells Fargo lifted its target to $463 and maintained an overweight rating. JPMorgan raised its target to $455, while Barclays increased its target to $440; RBC maintained an outperform rating with a $466 target. These revisions reflect confidence in payment growth, international transactions and Visa’s expanding services business.
• Positive Sentiment: China and Tencent partnership expands Visa’s opportunity. Visa received approval to begin preparations for a domestic bank-card clearing business in China and signed an agreement with Tencent covering cross-border payments, AI-enabled commerce and international money transfers. Access to China’s domestic card market could provide a significant long-term growth opportunity. Tencent, Visa deepen payments push in China
• Positive Sentiment: Stablecoin adoption is accelerating. Visa said annualized stablecoin settlement volume has surpassed $25 billion, roughly ten times the prior year, while stablecoin-linked card programs grew more than 70% to over 225. The developments support Visa’s strategy in digital settlement and cross-border payments. Visa Stablecoin Settlement Tops $25 Billion
• Positive Sentiment: Shareholder returns improved. Visa declared a quarterly dividend of $0.78 per share, a 16.4% increase from the prior payout, signaling continued confidence in cash generation.
• Neutral Sentiment: Visa and Mastercard agreed to drop the “honor all cards” requirement as part of a merchant litigation settlement. The concession could increase payment-choice flexibility for merchants, although its financial impact may be limited.
• Negative Sentiment: Some analysis favors Block over Visa because of Block’s faster growth, lower valuation and expanding Square and Cash App ecosystems. Visa’s premium valuation—near a 35 earnings multiple—could limit additional upside if growth moderates.

Insider Transactions at Visa

In related news, General Counsel Julie Rottenberg sold 1,867 shares of the firm’s stock in a transaction dated 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 owned 18,404 shares of the company’s stock, valued at approximately $6,778,929.36. This trade represents a 9.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 firm’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $358.81, for a total transaction of $2,108,008.75. Following the completion of the transaction, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,444,582.94. 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 sold a total of 21,520 shares of company stock worth $7,960,757 in the last 90 days. 0.12% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

V has been the subject of several recent analyst reports. Robert W. Baird raised their price objective on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a research report on Monday, October 12th. Piper Sandler reiterated an “overweight” rating and set a $479.00 target price (up from $430.00) on shares of Visa in a research report on Wednesday. Daiwa Securities Group increased their target price on shares of Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Morgan Stanley restated an “overweight” rating and issued a $471.00 price target (up from $416.00) on shares of Visa in a report on Wednesday. Finally, Mizuho set a $440.00 price target on shares of Visa in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $438.41.

Visa Price Performance

Shares of NYSE:V opened at $410.25 on Friday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $414.60. The stock’s 50 day moving average is $380.36 and its 200-day moving average is $341.90. 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 firm has a market capitalization of $732.06 billion, a price-to-earnings ratio of 33.27, a PEG ratio of 1.88 and a beta of 0.77.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.44 by $0.04. Visa had a net margin of 51.20% and a return on equity of 70.50%. The business had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. During the same quarter last year, the firm posted $2.98 EPS. Visa’s revenue was up 13.2% compared to the same quarter last year. Sell-side analysts forecast that Visa Inc. will post 15.03 EPS for the current fiscal year.

Visa Increases Dividend

The firm 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 dividend of $0.78 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This is a boost from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a dividend yield of 0.8%. Visa’s payout ratio is presently 25.30%.

Visa Profile

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.