True North Advisors LLC Has $5.80 Million Stake in Visa Inc. $V

Posted by Alphonse Anthony on Dec 25th, 2025

True North Advisors LLC raised its stake in shares of Visa Inc. (NYSE:V – Free Report) by 12.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 16,984 shares of the credit-card processor’s stock after purchasing an additional 1,860 shares during the period. Visa accounts for about 0.9% of True North Advisors LLC’s holdings, making the stock its 19th biggest position. True North Advisors LLC’s holdings in Visa were worth $5,798,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. increased its position in Visa by 0.9% during the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after buying an additional 1,461,575 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after acquiring an additional 1,067,631 shares in the last quarter. Norges Bank acquired a new position in shares of Visa during the 2nd quarter valued at about $7,034,939,000. TCI Fund Management Ltd. raised its stake in shares of Visa by 14.6% in the 2nd quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after acquiring an additional 2,429,996 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Visa by 7.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 14,277,146 shares of the credit-card processor’s stock worth $5,003,569,000 after purchasing an additional 955,392 shares during the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Visa Trading Up 0.4%

Shares of V opened at $354.78 on Thursday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The company has a market cap of $646.31 billion, a price-to-earnings ratio of 34.75, a PEG ratio of 2.08 and a beta of 0.82. The stock has a fifty day moving average price of $337.95 and a two-hundred day moving average price of $344.33. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51.

Visa (NYSE:V – Get Free Report) last announced its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, beating 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 company had revenue of $10.72 billion during the quarter, compared to analyst estimates of $10.60 billion. During the same period last year, the company posted $2.71 earnings per share. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. Analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Increases Dividend

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

Analyst Upgrades and Downgrades

V has been the topic of several research reports. Erste Group Bank lowered Visa from a “buy” rating to a “hold” rating in a research note on Monday, September 22nd. Robert W. Baird set a $425.00 target price on Visa in a research note on Wednesday, October 29th. Evercore ISI set a $380.00 target price on Visa in a research report on Friday, December 12th. Bank of America raised shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price target on the stock in a report on Thursday, December 11th. Finally, UBS Group set a $425.00 price objective on shares of Visa and gave the company a “buy” rating in a research note on Wednesday, October 29th. Five 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 company’s stock. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $402.52.

Check Out Our Latest Stock Report on Visa

Key Stores Impacting Visa

Here are the key news stories impacting Visa this week:

Positive Sentiment: Visa’s Retail Spend Monitor shows U.S. holiday retail spending rose ~4.2% YoY and e?commerce grew strongly, supporting higher transaction volume and revenue for Visa’s payments network. This directly bolsters near?term volumes and merchant activity. Visa Analysis: U.S. Holiday Spending Rose 4.2%
Positive Sentiment: Visa’s Canada Retail Spend Monitor shows holiday retail spending up ~4.4% with 88% in?store and e?commerce +7% — evidence of resilient consumer demand across geographies that should lift Visa’s payment volumes and cross?border flows. Visa Analysis: Canada Holiday Spending Rises 4.4%
Positive Sentiment: Long?term performance story: retrospective pieces note that a $1,000 investment in Visa 10 years ago would have materially outpaced the S&P 500, underscoring Visa’s durable scale (handling nearly $17 trillion TPV in fiscal 2025) and investor appetite for platform leaders. This supports longer?term sentiment and multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago, Here’s How Much You’d Have Today
Neutral Sentiment: Competitive/industry note — analysts and comparisons (e.g., Visa vs. PayPal) emphasize fintech competition around AI-driven commerce; this is a medium?term thematic risk/benefit depending on execution. Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
Neutral Sentiment: Consumer behavior trends: coverage notes increased use of cross?channel shopping and AI tools for deal?finding — this shapes where growth comes from (in?store vs online) but is not an immediate earnings swing. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
Negative Sentiment: Insider selling and mixed institutional flows were flagged in a summary feed (multiple executive sales reported), which can create short?term sentiment pressure even if fundamentals remain solid — monitor insider activity and quarter?end filings. Visa Reports Strong Holiday Retail Performance with 88% of Spending In-Store and 7% Growth in E-Commerce

Insider Activity

In related news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $341.00, for a total value of $3,575,385.00. Following the sale, the chief executive officer directly owned 537 shares of the company’s stock, valued at $183,117. This represents a 95.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 24,042 shares of company stock valued at $8,175,152. Company insiders own 0.12% of the company’s stock.

About Visa

(Free Report)

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.