Visa Inc. $V Shares Bought by National Pension Service

National Pension Service boosted its stake in Visa Inc. (NYSE:V) by 3.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,233,527 shares of the credit-card processor’s stock after buying an additional 96,979 shares during the period. Visa makes up approximately 0.9% of National Pension Service’s portfolio, making the stock its 16th biggest position. National Pension Service owned about 0.18% of Visa worth $1,103,861,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in shares of Visa in the second quarter valued at approximately $29,000. Sagard Holdings Management Inc. acquired a new stake in Visa during the 2nd quarter worth approximately $31,000. Bare Financial Services Inc boosted its position in Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares during the period. Hoese & Co LLP purchased a new position in Visa in the 2nd quarter valued at approximately $36,000. Finally, Quaker Wealth Management LLC grew its stake in shares of Visa by 202.7% in the second quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock worth $40,000 after acquiring an additional 225 shares in the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on V shares. Morgan Stanley reiterated an “overweight” rating and issued a $411.00 target price (up from $398.00) on shares of Visa in a report on Friday. Hsbc Global Res raised Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Evercore ISI set a $380.00 price objective on Visa in a research note on Friday, December 12th. KeyCorp reissued an “overweight” rating and set a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Finally, Rothschild Redb upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have given a Hold rating to the stock. 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%

V opened at $321.91 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.53. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The business’s 50 day moving average is $338.74 and its two-hundred day moving average is $341.59. The firm has a market cap of $586.44 billion, a price-to-earnings ratio of 30.20, a price-to-earnings-growth ratio of 1.95 and a beta of 0.81.

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

Visa Announces Dividend

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

Key Headlines Impacting Visa

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

Insider Activity

In other news, Director Lloyd Carney sold 900 shares of the stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total transaction of $302,832.00. Following the completion of the sale, the director owned 2,468 shares in the company, valued at approximately $830,432.64. This represents a 26.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 9,401 shares in the company, 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. Over the last three months, insiders sold 24,042 shares of company stock valued at $8,247,289. Insiders own 0.12% of the company’s stock.

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.