Visa Inc. $V Shares Purchased by Boston Common Asset Management LLC

Boston Common Asset Management LLC boosted its holdings in Visa Inc. (NYSE:V) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 97,305 shares of the credit-card processor’s stock after acquiring an additional 3,644 shares during the quarter. Visa comprises approximately 0.9% of Boston Common Asset Management LLC’s portfolio, making the stock its 22nd biggest holding. Boston Common Asset Management LLC’s holdings in Visa were worth $33,218,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new position in Visa during the second quarter worth about $7,034,939,000. TCI Fund Management Ltd. boosted its stake in shares of 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 worth $6,769,936,000 after acquiring an additional 2,429,996 shares in the last quarter. Corient Private Wealth LLC grew its holdings in shares of Visa by 110.4% in the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock worth $1,396,930,000 after acquiring an additional 2,075,289 shares during the period. Vanguard Group Inc. increased its stake 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 valued at $57,711,249,000 after purchasing an additional 1,461,575 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in Visa by 2.5% in 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 purchasing an additional 1,067,631 shares in the last quarter. 82.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of 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. In the last ninety days, insiders have sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is currently owned by company insiders.

Visa Price Performance

Visa stock opened at $325.97 on Friday. The firm has a fifty day moving average of $338.57 and a 200-day moving average of $342.71. Visa Inc. has a 52-week low of $299.00 and a 52-week high of $375.51. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $593.83 billion, a P/E ratio of 31.93, a PEG ratio of 1.91 and a beta of 0.81.

Visa (NYSE:V) last announced its quarterly earnings results 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 net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same period in the prior year, the company earned $2.71 EPS. The firm’s revenue was up 11.5% on a year-over-year basis. As a group, analysts predict that Visa Inc. will post 11.3 EPS for the current year.

Visa Increases Dividend

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

Analysts Set New Price Targets

A number of research firms have commented on V. Weiss Ratings reiterated a “buy (b)” rating on shares of Visa in a research report on Wednesday, October 8th. HSBC raised Visa from a “hold” rating to a “buy” rating and lifted their price target for the stock 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 company an “overweight” rating in a research note on Wednesday, October 29th. Raymond James Financial restated an “outperform” rating and set a $408.00 target price (up from $398.00) on shares of Visa in a report on Wednesday, October 29th. Finally, Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a research report on Wednesday, October 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $401.52.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa expanded crypto utility by partnering with Mercuryo to enable near‑instant crypto‑to‑fiat conversions via Visa Direct, a move that broadens rails for crypto flows and could increase transaction volume. Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
• Positive Sentiment: Visa launched an account‑to‑account (A2A) payments solution with Acquired.com in the U.K., targeting recurring and variable payments — another product expansion that can reduce friction and potentially win share from slower legacy direct‑debit systems. Visa Launches A2A Payments Partnership With Acquired.com
• Positive Sentiment: Circle CEO Jeremy Allaire told Davos audiences that USDC is a neutral infrastructure layer and not a rival to Visa/Mastercard — framing stablecoins as complementary rails and signaling partnership opportunities rather than competitive threats. Circle CEO says USDC is a neutral layer, not a rival to Visa or Mastercard
• Positive Sentiment: Analyst commentary comparing Visa and Mastercard highlights Visa’s scale, margins and valuation edge, which may support investor preference for V over peers. Visa vs. Mastercard: Which Payments Giant Looks More Attractive Now?
• Neutral Sentiment: Markets are broadly positive this morning (futures up) after geopolitical tariff headlines, which is giving cyclical support to large-cap names including Visa ahead of earnings. Nasdaq tipped to continue rebound on tariff U-turn, with Visa, P&G and Intel earnings eyed
• Neutral Sentiment: Visa is scheduled to report quarterly results next week — a focal point for near‑term price action as investors price in growth expectations and guidance. Visa (V) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: Several retail and investment pieces note Visa as a trending/dividend growth name, which can sustain investor interest but is background noise relative to earnings and partnerships. The Best Dividend Growth Stocks to Buy With $2,000 Right Now
• Negative Sentiment: A Zacks preview warns Visa may lack the setup for an earnings beat next week, raising downside risk to the stock if results or guidance disappoint. Visa (V) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Political headlines: President Trump’s push for a 10% credit‑card interest‑rate cap and ensuing debate (Jamie Dimon calling it an “economic disaster”) inject regulatory/policy risk into the consumer‑credit ecosystem — a potential headwind for transaction volumes or card economics if policy moves forward. Trump calls for Congress to enact 10% credit card interest rate cap; bank stocks rise JPMorgan CEO Dimon says credit card rate cap will be an economic disaster

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.