Visa Inc. $V Stock Holdings Cut by Impax Asset Management Group plc

Impax Asset Management Group plc cut its position in shares of Visa Inc. (NYSE:V) by 88.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 35,441 shares of the credit-card processor’s stock after selling 260,076 shares during the quarter. Impax Asset Management Group plc’s holdings in Visa were worth $12,099,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of V. Brighton Jones LLC boosted its holdings in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Visa by 68.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after acquiring an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. grew its holdings in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after acquiring an additional 477 shares during the last quarter. Fourpath Capital Management LLC raised its position in shares of Visa by 2.9% during the second quarter. Fourpath Capital Management LLC now owns 2,874 shares of the credit-card processor’s stock worth $1,020,000 after purchasing an additional 80 shares during the period. Finally, Blue Trust Inc. lifted its holdings in shares of Visa by 2.6% during the second quarter. Blue Trust Inc. now owns 14,248 shares of the credit-card processor’s stock valued at $5,059,000 after purchasing an additional 366 shares during the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Insider Activity at Visa

In other Visa news, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the sale, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. This represents a 52.73% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by company insiders.

Key Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Zacks and analysts raised earnings estimates. Multiple Zacks Research notes this morning lifted Q2–FY2028 EPS forecasts for Visa, boosting forward earnings visibility and supporting valuation. Zacks: Here’s Why Visa is a Strong Momentum Stock
• Positive Sentiment: Consensus “Buy” and investor outreach. Visa has a recent consensus Buy from analysts and announced senior management will present at upcoming investor conferences (Morgan Stanley TMT and Wolfe Research FinTech), which helps transparency and can draw fresh institutional demand. Visa to Participate in Upcoming Investor Conferences Visa Receives Consensus “Buy”
• Positive Sentiment: Customer promotions / engagement (FIFA ticket access). Visa cardholders getting early access to World Cup 2026 tickets is a marketing/cross-sell catalyst that can increase card use, volume and network transactions — a small but positive behavioral nudge for TPV and revenue. Visa cardholders get early shot at FIFA World Cup 2026 tickets
• Neutral Sentiment: Momentum narrative pieces. Market commentary highlighting Visa as a momentum name can attract trend-following flows, but these pieces are less fundamental and more sentiment-driven. Zacks momentum write-up
• Negative Sentiment: Regulatory/sovereign push in Europe to reduce reliance on Visa & Mastercard. European initiatives urging reduced dependence on the Visa/Mastercard duopoly raise the prospect of payment-routing reforms, local scheme promotion or competitive pricing pressure in the long run — a potential structural headwind for interchange and addressable volume. Europe Moves to Cut Reliance on Visa and Mastercard EPI chief urges reduction in Europe’s dependence on Visa and Mastercard
• Neutral Sentiment: Geopolitical headlines not tied to Visa Inc. Coverage about government visa programs or diplomatic disputes (e.g., China/UK items) can create headline noise but are not directly relevant to Visa Inc.’s business fundamentals. China lashes out at UK expansion of visa scheme

Visa Trading Up 0.6%

Shares of NYSE:V opened at $330.04 on Thursday. The firm has a fifty day moving average of $338.37 and a two-hundred day moving average of $340.29. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The firm has a market capitalization of $599.08 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 1.88 and a beta of 0.79.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period last year, the company earned $2.75 earnings per share. Visa’s quarterly revenue was up 14.6% compared to the same quarter last year. On average, equities analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The firm also recently disclosed 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 of this dividend is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is presently 25.14%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price target (up previously from $398.00) on shares of Visa in a research note on Friday, January 30th. Robert W. Baird set a $425.00 price target on shares of Visa in a report on Wednesday, October 29th. Piper Sandler set a $160.00 price target on shares of Visa in a research report on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Finally, TD Cowen restated a “buy” rating on shares of Visa in a report on Friday, January 30th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $392.21.

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.