Ethic Inc. boosted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 215,091 shares of the credit-card processor’s stock after buying an additional 9,259 shares during the period. Visa makes up approximately 0.9% of Ethic Inc.’s holdings, making the stock its 15th largest holding. Ethic Inc.’s holdings in Visa were worth $77,289,000 at the end of the most recent reporting period.
A number of other institutional investors also recently bought and sold shares of the stock. XXEC Inc. increased 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 acquiring an additional 186,138,883 shares during the last quarter. Jupiter Topco LLC purchased a new stake in shares of Visa in the second quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake 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. Janus Henderson Group PLC lifted its holdings in shares of Visa by 33.1% in the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock worth $1,356,090,000 after acquiring an additional 1,116,498 shares during the last quarter. Finally, Amundi lifted its holdings in shares of Visa by 16.5% in the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock worth $2,646,911,000 after acquiring an additional 1,092,315 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors.
Visa Stock Performance
V 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 business’s fifty day simple moving average is $385.86 and its two-hundred day simple moving average is $344.69. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $442.23. The firm has a market cap of $754.39 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.80 and a beta of 0.80.
Visa (NYSE:V – Get Free Report) last released its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.04. The business had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. Visa had a return on equity of 70.50% and a net margin of 51.20%. The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period last year, the company earned $2.98 earnings per share. Analysts predict that Visa Inc. will post 15.02 earnings per share for the current year.
Visa Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be paid a $0.78 dividend. The ex-dividend date of this dividend 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 payout ratio is 25.30%.
Analysts Set New Price Targets
A number of equities analysts recently commented on V shares. Raymond James Financial reaffirmed an “outperform” rating and set a $445.00 price target on shares of Visa in a research note on Wednesday, October 28th. Cantor Fitzgerald reissued an “overweight” rating and issued a $500.00 price objective (up from $445.00) on shares of Visa in a research report on Wednesday, October 28th. KeyCorp increased their price objective on shares of Visa from $415.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. BMO Capital Markets set a $438.00 price objective on shares of Visa and gave the stock an “outperform” rating in a research note on Wednesday, October 28th. Finally, Wolfe Research restated an “outperform” rating and set a $460.00 target price (up from $435.00) on shares of Visa in a research report on Tuesday, August 25th. Two equities research analysts have rated the stock with a Strong Buy rating and thirty-five have assigned a Buy rating to the company’s stock. According to data from MarketBeat, Visa currently has an average rating of “Buy” and a consensus target price of $440.82.
Read Our Latest Research Report on Visa
Key Headlines 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
Insider Activity
In related news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the completion of the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,582,059.38. This trade represents a 27.91% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of the business’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. This trade represents a 9.93% 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 sold a total of 27,395 shares of company stock worth $10,406,050 in the last ninety days. 0.12% of the stock is currently owned by insiders.
Visa 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.
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