Maryland State Retirement & Pension System Raises Stake in Visa Inc. $V

Maryland State Retirement & Pension System boosted its stake in Visa Inc. (NYSE:V) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 84,843 shares of the credit-card processor’s stock after purchasing an additional 2,207 shares during the quarter. Maryland State Retirement & Pension System’s holdings in Visa were worth $28,964,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in 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 acquiring an additional 1,461,575 shares during the period. Geode Capital Management LLC grew its position in shares of 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 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 shares of Visa in the second quarter worth $7,034,939,000. TCI Fund Management Ltd. raised its position in shares of 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 worth $6,769,936,000 after buying an additional 2,429,996 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in Visa by 1.1% during 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 buying an additional 145,665 shares during the period. 82.15% of the stock is currently owned by institutional investors.

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the completion of the sale, the chief executive officer owned 537 shares of the company’s stock, valued at $183,117. This represents a 95.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $325.93, for a total transaction of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 24,042 shares of company stock worth $8,247,289. Insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Evercore ISI set a $380.00 target price on Visa in a research note on Friday, December 12th. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research report on Wednesday, October 8th. Erste Group Bank lowered shares of Visa from a “buy” rating to a “hold” rating in a research report on Monday, September 22nd. Citigroup raised shares of Visa to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, KeyCorp restated an “overweight” rating and set a $405.00 price objective on shares of Visa in a research report on Wednesday, October 22nd. Four investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $402.52.

Visa Stock Performance

Visa stock opened at $328.41 on Monday. The firm has a fifty day simple moving average of $339.41 and a two-hundred day simple moving average of $343.39. 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 twelve month low of $299.00 and a twelve month high of $375.51. The company has a market capitalization of $598.28 billion, a PE ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 0.81.

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

Visa Increases Dividend

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

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Crypto card spending is surging: TipRanks reports crypto-card transactions have reached $18 billion, with Visa positioned as a market leader in digital payments — this supports revenue upside from card volume and new product adoption. V, BTC, USDC: Crypto Card Spending Hits $18 Billion
• Positive Sentiment: Visa expands stablecoin capabilities: BVNK will power stablecoin pre‑funding and payouts on Visa Direct, enabling faster settlement for crypto-linked programs and broadening Visa’s settlement rails. This is a product expansion that can increase fee-bearing volume. BVNK to Power Stablecoin Payments for Visa Direct
• Positive Sentiment: Growing stablecoin settlement volumes: Visa says stablecoin-linked payment cards are driving demand and its stablecoin settlement run-rate has climbed to roughly $4.5 billion annualized — a small but fast-growing new revenue stream. Visa Says Stablecoin-Linked Payments Cards Drive Demand for Settlement Platform
• Positive Sentiment: Analyst consensus remains constructive: Brokerages have issued a consensus “Buy” on Visa, supporting investor confidence and likely limiting downside from short-term news. Visa Inc. (NYSE:V) Receives Consensus Rating of “Buy” from Brokerages
• Neutral Sentiment: Opinion pieces highlight long-term thesis: The Motley Fool and MarketBeat/Market commentary revisit Visa as a long-term compounder (and note last year’s underperformance), keeping it on buy-and-hold radars but offering limited near-term catalyst news. Could Buying Visa Stock Today Set You Up for Life?
• Negative Sentiment: Regulatory/legal risk in the U.K.: The High Court ruled the U.K. Payment Systems Regulator can cap cross‑border interchange fees, a decision that could compress Visa’s fee revenue on certain transactions in a material market if caps are implemented. This is the main near-term headwind. Mastercard, Visa and Revolut lose UK case over proposed cross-border card fees cap

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.