Quilter Plc Grows Stock Position in Visa Inc. $V

Quilter Plc lifted its position in Visa Inc. (NYSE:V) by 4.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 797,198 shares of the credit-card processor’s stock after buying an additional 36,382 shares during the period. Visa makes up about 4.7% of Quilter Plc’s investment portfolio, making the stock its 5th biggest position. Quilter Plc’s holdings in Visa were worth $272,147,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. BankPlus Wealth Management LLC increased its position in shares of Visa by 0.9% during the 2nd quarter. BankPlus Wealth Management LLC now owns 3,338 shares of the credit-card processor’s stock valued at $1,185,000 after purchasing an additional 29 shares during the last quarter. Transcendent Capital Group LLC boosted its holdings in shares of Visa by 2.9% in the second quarter. Transcendent Capital Group LLC now owns 1,013 shares of the credit-card processor’s stock worth $360,000 after buying an additional 29 shares during the last quarter. Insight Wealth Strategies LLC grew its position in Visa by 1.6% during the third quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after buying an additional 29 shares during the period. Old Port Advisors increased its holdings in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock valued at $1,169,000 after buying an additional 29 shares during the last quarter. Finally, Interchange Capital Partners LLC increased its holdings in Visa by 0.5% during the second quarter. Interchange Capital Partners LLC now owns 6,413 shares of the credit-card processor’s stock valued at $2,276,000 after buying an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Visa Price Performance

NYSE:V opened at $326.01 on Monday. The business’s 50-day simple moving average is $338.50 and its two-hundred day simple moving average is $342.31. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The stock has a market cap of $593.90 billion, a PE ratio of 31.93, a P/E/G ratio of 1.92 and a beta of 0.81. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53.

Visa (NYSE:V) last released its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The firm had revenue of $10.72 billion during the quarter, compared to analyst estimates of $10.60 billion. During the same quarter in the prior year, the company posted $2.71 earnings per share. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. As a group, analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Wednesday, November 12th were issued a dividend of $0.67 per share. This is an increase from Visa’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. Visa’s payout ratio is 26.25%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on V. Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a research note on Thursday, December 11th. Truist Financial set a $374.00 target price on Visa in a research report on Tuesday, January 20th. Macquarie reduced their price target on Visa from $425.00 to $410.00 and set an “outperform” rating for the company in a research report on Wednesday, October 29th. Robert W. Baird set a $425.00 price objective on Visa in a research note on Wednesday, October 29th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $408.00 price objective (up from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Four research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Visa currently has a consensus rating of “Buy” and an average target price of $401.52.

Insider Buying and Selling at Visa

In other news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 24,042 shares of company stock valued at $8,247,289 in the last three months. 0.12% of the stock is currently owned by corporate insiders.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Analysts remain upbeat ahead of earnings — JPMorgan and others expect resilient consumer spending and solid growth at Visa and Mastercard into the Jan. 29 earnings window, which supports upside if volume and revenue trends hold. Visa, Mastercard Head Into Earnings With Spending Holding Firm
• Positive Sentiment: Partnership expansion into crypto-to-fiat rails via Mercuryo could open new volume and fees through Visa Direct and faster fiat conversions, a potential long-term revenue tailwind if adoption scales. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Neutral Sentiment: Wall Street broadly expects earnings growth for the quarter, which tempers downside risk — but forecasts leave little margin for a surprise beat, so guidance will drive near-term moves. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Industry commentary at Davos frames stablecoins (USDC) as complementary infrastructure rather than direct competition to card networks — this reduces regulatory/competitive threat but leaves blockchain adoption as a parallel opportunity. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Negative Sentiment: Caution from some analysts: rising incentives and operating costs plus Visa’s rich valuation are cited as reasons to wait before buying ahead of the report — any weak guidance on margins or incentives could pressure the stock. Thinking of Buying Visa Before Q1 Earnings? You Might Want to Wait

About Visa

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.