Visa Inc. $V is Community Trust & Investment Co.’s 10th Largest Position

Community Trust & Investment Co. lifted its holdings in shares of Visa Inc. (NYSE:V) by 1.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 114,737 shares of the credit-card processor’s stock after purchasing an additional 1,699 shares during the period. Visa comprises about 2.1% of Community Trust & Investment Co.’s investment portfolio, making the stock its 10th biggest position. Community Trust & Investment Co.’s holdings in Visa were worth $39,169,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after buying an additional 1,461,575 shares during the period. Geode Capital Management LLC grew its position in Visa by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after acquiring an additional 1,067,631 shares during the last quarter. Norges Bank purchased a new position in Visa in the 2nd quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. lifted its position in Visa by 14.6% in the second quarter. TCI Fund Management Ltd. now owns 19,067,558 shares of the credit-card processor’s stock valued at $6,769,936,000 after purchasing an additional 2,429,996 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in Visa by 1.1% in the second 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 purchasing an additional 145,665 shares during the last quarter. 82.15% of the stock is owned by institutional investors.

Visa Price Performance

Shares of NYSE V opened at $355.92 on Thursday. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The stock has a market capitalization of $648.39 billion, a P/E ratio of 34.86, a P/E/G ratio of 2.10 and a beta of 0.81. The company’s 50-day moving average is $339.76 and its 200 day moving average is $344.10. 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 earnings per share for the quarter, beating the consensus estimate of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The business had revenue of $10.72 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same period in the previous year, the firm posted $2.71 EPS. The business’s revenue was up 11.5% on a year-over-year basis. On average, sell-side analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Increases Dividend

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

More Visa News

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

Insiders Place Their Bets

In related news, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction dated 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 transaction, the insider directly owned 26,413 shares in the company, valued at $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 transaction of $302,832.00. Following the transaction, the director directly owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 24,042 shares of company stock worth $8,247,289. 0.12% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on V. HSBC raised shares of Visa from a “hold” rating to a “buy” rating and lifted their target price for the stock from $335.00 to $389.00 in a research note on Sunday, December 7th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Morgan Stanley set a $398.00 target price on shares of Visa and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a report on Wednesday, October 8th. Finally, UBS Group set a $425.00 price target on Visa and gave the company a “buy” rating in a research report on Wednesday, October 29th. Five equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $402.52.

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.