Visa Inc. $V Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. decreased its holdings in Visa Inc. (NYSE:V) by 0.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 4,945,850 shares of the credit-card processor’s stock after selling 12,818 shares during the quarter. Visa comprises about 0.9% of Principal Financial Group Inc.’s investment portfolio, making the stock its 19th largest holding. Principal Financial Group Inc.’s holdings in Visa were worth $1,688,420,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of V. Norges Bank purchased a new position in shares of Visa in the 2nd quarter valued at about $7,034,939,000. TCI Fund Management Ltd. lifted its position 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 buying an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC raised its stake in Visa by 110.4% during 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 in the last quarter. Vanguard Group Inc. boosted 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 acquiring an additional 1,461,575 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings 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 worth $15,253,245,000 after purchasing an additional 1,067,631 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

V has been the topic of a number of research reports. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. UBS Group reissued a “buy” rating on shares of Visa in a report on Tuesday, January 13th. HSBC upgraded shares of Visa from a “hold” rating to a “buy” rating and raised their target price for the stock from $335.00 to $389.00 in a research report on Sunday, December 7th. Rothschild & Co Redburn upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $385.00 price target for the company in a research report on Wednesday. Finally, Raymond James Financial reiterated an “outperform” rating and set a $408.00 price target (up previously from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $392.92.

Visa Trading Down 3.0%

Shares of V opened at $321.91 on Friday. Visa Inc. has a twelve month low of $299.00 and a twelve month 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 P/E ratio of 30.20, a PEG ratio of 1.95 and a beta of 0.81. The firm’s 50-day moving average is $338.74 and its two-hundred day moving average is $341.56.

Visa (NYSE:V) last posted its earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 62.09% and a net margin of 50.23%.The company had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same quarter in the prior year, the company earned $2.75 earnings per share. Visa’s revenue was up 14.6% compared to the same quarter last year. On average, research analysts predict that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

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

Insider Activity

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 directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the firm’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 transaction of $302,832.00. Following the completion of the sale, the director directly owned 2,468 shares in the company, valued at $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 24,042 shares of company stock valued at $8,247,289 over the last 90 days. Insiders own 0.12% of the company’s stock.

Key Visa News

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

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.