Mediolanum International Funds Ltd Decreases Position in Visa Inc. $V

Mediolanum International Funds Ltd decreased its position in Visa Inc. (NYSE:V) by 5.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 345,008 shares of the credit-card processor’s stock after selling 19,919 shares during the period. Visa comprises approximately 1.2% of Mediolanum International Funds Ltd’s portfolio, making the stock its 11th biggest holding. Mediolanum International Funds Ltd’s holdings in Visa were worth $117,358,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Lebenthal Global Advisors LLC increased its position in Visa by 6.8% in the third quarter. Lebenthal Global Advisors LLC now owns 5,820 shares of the credit-card processor’s stock worth $1,987,000 after buying an additional 373 shares during the last quarter. Midwest Professional Planners LTD. lifted its position in shares of Visa by 0.6% during the 3rd quarter. Midwest Professional Planners LTD. now owns 11,775 shares of the credit-card processor’s stock valued at $4,020,000 after buying an additional 69 shares during the last quarter. Meridian Wealth Management LLC grew its stake in shares of Visa by 7.2% during the 3rd quarter. Meridian Wealth Management LLC now owns 27,791 shares of the credit-card processor’s stock worth $9,487,000 after acquiring an additional 1,873 shares during the period. Oakworth Capital Inc. increased its holdings in Visa by 4.9% in the 3rd quarter. Oakworth Capital Inc. now owns 7,727 shares of the credit-card processor’s stock worth $2,638,000 after acquiring an additional 359 shares during the last quarter. Finally, Capital Management Corp VA increased its holdings in Visa by 0.4% in the 3rd quarter. Capital Management Corp VA now owns 33,363 shares of the credit-card processor’s stock worth $11,389,000 after acquiring an additional 141 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

Visa News Summary

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Q1 results beat consensus: Visa reported $3.17 EPS vs. $3.14 expected and revenue of $10.90B (vs. $10.69B est.), driven by higher payment and cross‑border volumes and strong holiday spending — a clear near‑term revenue/earnings tailwind. Visa Beats Q1 Earnings
• Positive Sentiment: Multiple analyst upgrades/price‑target raises: Macquarie reaffirmed an outperform and set a $410 PT, RBC reaffirmed outperform with a $395 PT, William Blair reiterated a Buy, and other shops (Rothschild/ Cantor Fitzgerald) issued upgrades — fresh analyst support that implies material upside vs. the current price. Analyst Coverage and Price Targets
• Positive Sentiment: Strategic growth initiatives: Visa is pushing into stablecoin settlement and digital‑dollar networks to capture settlement fees and expand beyond card rails, and management highlighted growth in credentials and agentic commerce — initiatives that could open new fee pools over time. Visa Crypto Strategy
• Neutral Sentiment: Dividend declared: Visa announced a quarterly dividend of $0.67/share (ex‑div Feb 10, payable Mar 2), reinforcing the company’s shareholder cash‑return policy but with a modest ~0.8% yield that is unlikely to be a major near‑term catalyst.
• Neutral Sentiment: Investor materials and commentary: Company slide deck and earnings call emphasized holiday spending strength, credentials momentum and long‑term strategy (agentic commerce, B2B/P2P flows) — useful for conviction but more medium‑term than immediate. Earnings Slide Deck
• Negative Sentiment: Operational headwinds: coverage noted a slight processing‑volume miss and higher operating costs that offset some gains from transaction volume — a factor that can temper margins and investor enthusiasm despite the headline beat. Processing Miss and Costs

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on V shares. Truist Financial set a $374.00 price objective on shares of Visa in a report on Tuesday, January 20th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a report on Friday. Royal Bank Of Canada reiterated an “outperform” rating and issued a $395.00 price objective on shares of Visa in a research note on Friday. KeyCorp restated an “overweight” rating and set a $405.00 target price on shares of Visa in a research report on Wednesday, October 22nd. Finally, Rothschild Redb raised Visa from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Six analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $392.92.

Insiders Place Their Bets

In other Visa news, insider Paul D. Fabara sold 2,172 shares of the firm’s 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 sale, the insider owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lloyd Carney sold 900 shares of Visa stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 24,042 shares of company stock worth $8,247,289 in the last ninety days. 0.12% of the stock is currently owned by insiders.

Visa Stock Performance

Visa stock opened at $321.91 on Friday. Visa Inc. has a 1-year low of $299.00 and a 1-year high of $375.51. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $586.44 billion, a PE ratio of 30.20, a price-to-earnings-growth ratio of 1.95 and a beta of 0.81. The firm’s 50 day simple moving average is $338.74 and its 200 day simple moving average is $341.56.

Visa (NYSE:V) last announced its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. The firm had revenue of $10.90 billion during the quarter, compared to the consensus estimate of $10.69 billion. Visa had a net margin of 50.23% and a return on equity of 62.09%. The business’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period last year, the firm earned $2.75 EPS. As a group, analysts expect that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 10th will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

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.