Visa Inc. $V is Community Trust & Investment Co.’s 10th Largest Position

Community Trust & Investment Co. boosted its position in shares of Visa Inc. (NYSE:V) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 114,737 shares of the credit-card processor’s stock after purchasing an additional 1,699 shares during the quarter. Visa comprises about 2.1% of Community Trust & Investment Co.’s holdings, making the stock its 10th biggest holding. Community Trust & Investment Co.’s holdings in Visa were worth $39,169,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in Visa by 0.9% in the 2nd 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 holdings in Visa by 2.5% in the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Norges Bank bought a new stake in Visa in the 2nd quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. raised its stake in Visa by 14.6% during 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 buying an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Visa by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after buying an additional 145,665 shares during the period. 82.15% of the stock is owned by institutional investors.

Visa Stock Performance

V opened at $355.92 on Thursday. The firm has a market cap of $648.39 billion, a P/E ratio of 34.86, a PEG ratio of 2.10 and a beta of 0.81. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a 50 day simple moving average of $339.76 and a two-hundred day simple moving average of $344.10. 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 announced its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, beating the consensus estimate of $2.97 by $0.01. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same period last year, the firm earned $2.71 EPS. The company’s revenue was up 11.5% on a year-over-year basis. Equities analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The firm also recently declared 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 a boost from Visa’s previous quarterly dividend of $0.59. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, November 12th. Visa’s payout ratio is 26.25%.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa-backed crypto card spending surged in 2025 (big month‑over‑month growth) and Visa has expanded stablecoin settlement across multiple chains — a new revenue/volume avenue that supports long‑term growth. Consumer Crypto Spending Grows in 2026 as Visa Reports Major Card Growth
• Positive Sentiment: Analyst and sector pieces highlight Visa’s durable moat (large network, transaction economics) and argue its steady 14.4% one‑year gain is sustainable into 2026 — supportive for multiple buy ratings and higher targets. Visa Stock’s Steady 14.4% Rise in A Year
• Positive Sentiment: Product initiatives (digital‑wallet onboarding, credentialing, tokenization) are being pushed as practical drivers of higher card activation/usage and incremental transactions. Visa Says Better Onboarding Decides Who Wins the Digital Wallet
• Neutral Sentiment: Holiday retail data show Visa/Mastercard tracked roughly 4% U.S. holiday sales growth — healthy volume support but not a surprise. Visa, Mastercard track roughly 4% US holiday retail sales growth
• Neutral Sentiment: Visa appears on several “dividend/long‑term hold” lists and comparison pieces (e.g., Visa vs. Mastercard) that tend to support steady demand and buy‑and‑hold interest more than immediate volatility. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Comparative analyses (Visa vs. Mastercard) are prominent; they frame Visa as a durable, lower‑risk growth play but may redirect traders between the two names without moving Visa decisively. Visa vs. Mastercard: Which Is the Better Growth Stock for 2026?
• Negative Sentiment: Insider sale: CEO Ryan McInerney sold 10,485 shares (~$3.66M) and reduced his stake by ~52.7% — a headline that can prompt short‑term selling or caution among some investors even if the sale may reflect personal/financial planning. Insider Sale: Ryan McInerney

Insider Activity

In related news, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 537 shares of the company’s stock, valued at approximately $183,117. The trade was a 95.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lloyd Carney sold 900 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the completion of the transaction, the director owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 24,042 shares of company stock worth $8,247,289 over the last ninety days. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the subject of several research analyst reports. Citigroup raised Visa to a “strong-buy” rating in a report on Thursday, October 23rd. HSBC upgraded Visa from a “hold” rating to a “buy” rating and boosted their price target for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Morgan Stanley set a $398.00 price objective on shares of Visa and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 target price for the company in a research report on Thursday, December 11th. Finally, Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Five analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $402.52.

Visa Company Profile

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.