Chicago Capital LLC Has $137.50 Million Stock Position in Visa Inc. $V

Chicago Capital LLC trimmed its stake in Visa Inc. (NYSE:V) by 1.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 402,782 shares of the credit-card processor’s stock after selling 4,587 shares during the period. Visa comprises about 3.4% of Chicago Capital LLC’s investment portfolio, making the stock its 5th biggest position. Chicago Capital LLC’s holdings in Visa were worth $137,502,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of Visa by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after purchasing an additional 1,461,575 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Visa by 2.5% in 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 in the last quarter. Norges Bank bought a new position in Visa in the second quarter worth $7,034,939,000. TCI Fund Management Ltd. boosted its stake in Visa by 14.6% during 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 buying an additional 2,429,996 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Visa by 1.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock valued at $4,552,057,000 after buying an additional 145,665 shares during the period. Institutional investors and hedge funds own 82.15% of the company’s stock.

Visa Stock Down 0.5%

NYSE V opened at $355.92 on Thursday. The stock’s 50 day simple moving average is $339.76 and its 200 day simple moving average is $344.10. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The firm has a market cap of $648.39 billion, a PE ratio of 34.86, a price-to-earnings-growth ratio of 2.10 and a beta of 0.81. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08.

Visa (NYSE:V) last posted its quarterly earnings data on Tuesday, October 28th. The credit-card processor reported $2.98 EPS for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. The company had revenue of $10.72 billion for the quarter, compared to analyst estimates of $10.60 billion. Visa had a return on equity of 60.31% and a net margin of 50.15%.The business’s revenue was up 11.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.71 earnings per share. As a group, sell-side analysts forecast that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Wednesday, November 12th were given a dividend of $0.67 per share. This is a positive change from Visa’s previous quarterly dividend of $0.59. The ex-dividend date was Wednesday, November 12th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio is currently 26.25%.

Insiders Place Their Bets

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $349.18, for a total value of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at approximately $3,282,641.18. This trade represents a 52.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This represents a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 24,042 shares of company stock valued at $8,247,289 in the last 90 days. 0.12% of the stock is currently owned by insiders.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa-backed crypto card spending surged in 2025 (big month‑over‑month growth) and Visa has expanded stablecoin settlement across multiple chains — a new revenue/volume avenue that supports long‑term growth. Consumer Crypto Spending Grows in 2026 as Visa Reports Major Card Growth
• Positive Sentiment: Analyst and sector pieces highlight Visa’s durable moat (large network, transaction economics) and argue its steady 14.4% one‑year gain is sustainable into 2026 — supportive for multiple buy ratings and higher targets. Visa Stock’s Steady 14.4% Rise in A Year
• Positive Sentiment: Product initiatives (digital‑wallet onboarding, credentialing, tokenization) are being pushed as practical drivers of higher card activation/usage and incremental transactions. Visa Says Better Onboarding Decides Who Wins the Digital Wallet
• Neutral Sentiment: Holiday retail data show Visa/Mastercard tracked roughly 4% U.S. holiday sales growth — healthy volume support but not a surprise. Visa, Mastercard track roughly 4% US holiday retail sales growth
• Neutral Sentiment: Visa appears on several “dividend/long‑term hold” lists and comparison pieces (e.g., Visa vs. Mastercard) that tend to support steady demand and buy‑and‑hold interest more than immediate volatility. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Comparative analyses (Visa vs. Mastercard) are prominent; they frame Visa as a durable, lower‑risk growth play but may redirect traders between the two names without moving Visa decisively. Visa vs. Mastercard: Which Is the Better Growth Stock for 2026?
• Negative Sentiment: Insider sale: CEO Ryan McInerney sold 10,485 shares (~$3.66M) and reduced his stake by ~52.7% — a headline that can prompt short‑term selling or caution among some investors even if the sale may reflect personal/financial planning. Insider Sale: Ryan McInerney

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Evercore ISI set a $380.00 price objective on shares of Visa in a report on Friday, December 12th. Robert W. Baird set a $425.00 price target on shares of Visa in a research note on Wednesday, October 29th. Morgan Stanley set a $398.00 price objective on Visa and gave the company an “overweight” rating in a report on Wednesday, October 29th. Wells Fargo & Company raised Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Macquarie decreased their price target on Visa from $425.00 to $410.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 29th. Five investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $402.52.

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.