Visa Inc. $V Shares Sold by Cypress Capital Group

Cypress Capital Group cut its holdings in Visa Inc. (NYSE:V) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,368 shares of the credit-card processor’s stock after selling 2,814 shares during the quarter. Visa comprises approximately 2.7% of Cypress Capital Group’s holdings, making the stock its 5th largest position. Cypress Capital Group’s holdings in Visa were worth $22,998,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of 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 buying an additional 1,461,575 shares during the period. Geode Capital Management LLC increased its position in shares of Visa by 2.5% during the second 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 during the period. Norges Bank acquired a new position in shares of Visa in the second quarter valued at $7,034,939,000. TCI Fund Management Ltd. lifted its position 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 worth $6,769,936,000 after purchasing an additional 2,429,996 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its stake in Visa by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after buying an additional 145,665 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 beat — Visa posted $3.17 EPS vs. $3.14 consensus and revenue of $10.90B, driven by strong holiday consumer spending and higher payment volumes; profit was $5.85B and revenue rose ~14.6% YoY. This is the primary driver of the stock’s upside. Visa beats first-quarter estimates as holiday sales boost payment volumes
• Positive Sentiment: Company release & investor materials — Visa provided an official earnings release, slide deck and webcast that underscore healthy margins (net margin ~50%) and high ROE, giving investors confidence in execution and cash generation. Visa Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades — Multiple boutiques raised ratings/targets (including Cantor Fitzgerald and Rothschild/Redburn), reflecting bullish analyst reaction to the print and incremental upside in cross-border and volumes. Upgrades supported buying interest. Analyst upgrade coverage
• Neutral Sentiment: Partnerships expand reach but are incremental — New tie-ups (e.g., GCash cross-border funding and Amenify resident-commerce work) broaden product placement and long-term growth avenues but are unlikely to move near-term revenue materially. Visa, GCash partner for cross-border account funding
• Neutral Sentiment: Product reviews and card-market chatter — Various card reviews and product rollouts (broader Visa-branded card ecosystem) maintain brand momentum but have limited direct impact on Visa’s network economics. TD Cash Back Visa Infinite Card Review
• Negative Sentiment: Regulatory/political headline risk — Visa’s public pushback against the Credit Card Competition Act and reports about rewards being usable on controversial accounts create regulatory and reputational scrutiny that could weigh on sentiment if escalated. Visa: Credit Card Competition Act not needed
• Negative Sentiment: Political/PR noise — Headlines suggesting changes to reward-redemption policies (e.g., spending rewards on certain political accounts) may create short-term volatility and draw investor focus to non-financial risks. Visa allowing rewards on Trump accounts

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on V. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and increased their price objective for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Piper Sandler set a $160.00 target price on Visa in a report on Wednesday. Weiss Ratings reissued a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a report on Thursday, December 11th. Finally, UBS Group restated a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Six investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $391.58.

Insider Activity at Visa

In related news, Director Lloyd Carney sold 900 shares of Visa stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the sale, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. The trade was a 26.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul D. Fabara sold 2,172 shares of the 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 completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 24,042 shares of company stock valued at $8,247,289 over the last ninety days. 0.12% of the stock is owned by corporate insiders.

Visa Stock Up 1.6%

Visa stock opened at $332.21 on Friday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. The firm has a market capitalization of $605.20 billion, a PE ratio of 32.54, a P/E/G ratio of 1.92 and a beta of 0.81. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company’s 50-day moving average is $338.87 and its 200-day moving average is $341.79.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a net margin of 50.15% and a return on equity of 60.31%. The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the previous year, the firm posted $2.75 EPS. The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. Sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa 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.