CCLA Investment Management Buys 9,438 Shares of Visa Inc. $V

CCLA Investment Management raised its stake in shares of Visa Inc. (NYSE:V) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 529,623 shares of the credit-card processor’s stock after buying an additional 9,438 shares during the period. Visa comprises about 2.9% of CCLA Investment Management’s investment portfolio, making the stock its 5th biggest holding. CCLA Investment Management’s holdings in Visa were worth $180,654,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its stake in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after purchasing an additional 1,461,575 shares in the last quarter. Geode Capital Management LLC lifted its holdings 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 valued at $15,253,245,000 after buying an additional 1,067,631 shares during the last quarter. Norges Bank bought a new stake in shares of Visa in the 2nd quarter valued at approximately $7,034,939,000. TCI Fund Management Ltd. lifted its stake in Visa by 14.6% in the second 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 during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Visa by 7.2% in the first 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 valued at $5,003,569,000 after acquiring 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 Stock Up 0.4%

V stock opened at $353.57 on Wednesday. The stock has a market capitalization of $644.11 billion, a price-to-earnings ratio of 34.63, a price-to-earnings-growth ratio of 2.07 and a beta of 0.82. The company has a 50-day moving average of $337.77 and a two-hundred day moving average of $344.25. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS 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 business had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. During the same period in the previous year, the company posted $2.71 earnings per share. The firm’s revenue for the quarter was up 11.5% on a year-over-year basis. As a group, equities research analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Increases Dividend

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

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa’s retail data show stronger holiday spending across major markets — U.S. holiday retail spend up ~4.2% and Canada up ~4.4%, with ecommerce rising faster than overall sales; that supports higher payment volumes and merchant activity on Visa’s network. Visa Analysis: U.S. Holiday Spending Rose 4.2%
• Positive Sentiment: Canada-specific Retail Spend Monitor: Visa reports 4.4% YoY holiday retail growth, strong in-store mix (88%) and 7% e‑commerce growth — evidence Visa’s data/analytics business (VCA) and payments volume benefit from resilient consumer demand. Visa Analysis: Canada Holiday Spending Rises 4.4%
• Positive Sentiment: Long-term performance narrative: retrospective pieces highlight Visa’s dominance (handling nearly $17T TPV in fiscal 2025) and the secular cashless tailwind — bullish context for revenue/earnings multiple expansion. If You’d Invested $1,000 in Visa 10 Years Ago…
• Positive Sentiment: Wall Street sentiment remains constructive: multiple recent buy/overweight ratings and a median analyst target materially above current levels support upside expectations. Visa Inc. Receives Average Rating of “Buy”
• Neutral Sentiment: Competitive landscape piece compares Visa vs. PayPal — highlights different strategic bets (scale/network vs. AI-driven commerce) but doesn’t indicate immediate market-share disruption for Visa. Visa vs. PayPal: Which Fintech Stock Has More Upside?
• Neutral Sentiment: Several industry stories (consumer use of AI/tools, crypto payment narratives) mention Visa tangentially as part of broader payments trends — informative but not immediately stock-moving. Holiday Shoppers Increase Their Use of Cross-Channel Shopping and AI Tools
• Neutral Sentiment: Global political/legal news referencing “visa bans” is unrelated to Visa Inc.; investors should ignore that headline when assessing the company. US targets former EU commissioner, activists with visa bans
• Negative Sentiment: Legal settlement: Visa and Mastercard agreed to pay a combined ~$167.5M in an ATM-fee lawsuit — a modest cash hit but a negative near-term expense and reminder of regulatory/legal exposure. Visa, Mastercard agree to pay combined $167.5m in ATM fee lawsuit
• Negative Sentiment: Insider selling and mixed institutional moves flagged in data summaries may create some investor caution despite analyst optimism; watch for whether selling continues into the new year. QuiverQuant Visa summary (includes insider/activity data)

Insider Activity

In other news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total transaction of $302,832.00. Following the transaction, the director directly owned 2,468 shares in the company, valued at $830,432.64. This trade represents a 26.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 24,042 shares of company stock valued at $8,175,152. 0.12% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently commented on V shares. Robert W. Baird set a $425.00 price target on shares of Visa in a research note on Wednesday, October 29th. Evercore ISI set a $380.00 target price on shares of Visa in a research report on Friday, December 12th. KeyCorp restated an “overweight” rating and set a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. UBS Group set a $425.00 price target on Visa and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a report on Wednesday, October 8th. Five 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. Based on data from MarketBeat, Visa has an average rating of “Buy” and a consensus price target of $402.52.

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.