Federated Hermes Inc. Purchases 159,906 Shares of Visa Inc. $V

Federated Hermes Inc. raised its position in shares of Visa Inc. (NYSE:V) by 24.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 823,262 shares of the credit-card processor’s stock after buying an additional 159,906 shares during the quarter. Federated Hermes Inc.’s holdings in Visa were worth $281,045,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Norges Bank purchased a new stake in Visa during the second quarter valued at $7,034,939,000. TCI Fund Management Ltd. increased its holdings in shares of Visa by 14.6% in the 2nd 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 during the last quarter. Corient Private Wealth LLC raised its position in shares of Visa by 110.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,954,937 shares of the credit-card processor’s stock valued at $1,396,930,000 after buying an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Visa by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock valued at $57,711,249,000 after acquiring an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Visa by 2.5% in 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 acquiring an additional 1,067,631 shares during the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Visa

In other news, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction that occurred on 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. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 24,042 shares of company stock worth $8,247,289 in the last 90 days. 0.12% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

V has been the topic of several analyst reports. Cantor Fitzgerald raised Visa to a “strong-buy” rating in a research note on Tuesday. Redburn Partners set a $385.00 target price on Visa in a research report on Wednesday. Rothschild & Co Redburn upgraded Visa from a “neutral” rating to a “buy” rating and set a $385.00 price target on the stock in a report on Wednesday. Hsbc Global Res upgraded Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 8th. Finally, Bank of America upgraded shares of Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective on the stock in a research report on Thursday, December 11th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Visa has an average rating of “Buy” and a consensus target price of $391.58.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Cantor Fitzgerald initiated/upgraded Visa to a “strong-buy,” highlighting Visa as a top fintech pick ahead of earnings — a catalyst for buying interest. Cantor Fitzgerald buy call
• Positive Sentiment: Rothschild & Co Redburn lifted Visa from “neutral” to “buy” and set a $385 price target (~17.8% upside from the cited quote), reinforcing upside expectations and supporting bullish analyst sentiment. Rothschild upgrade
• Positive Sentiment: Visa deepens crypto-to-fiat payout capabilities via a Mercuryo/Visa Direct arrangement, which could increase cross-border payout volumes and position Visa in faster settlement rails. Zacks: crypto payout partnership
• Positive Sentiment: Amenify announced a collaboration with Visa to embed resident commerce and rewards into rental experiences — an example of Visa expanding payment/rewards use cases and merchant integrations. Amenify partnership
• Positive Sentiment: Visa partnered with GCash to enable seamless cross-border account funding for Filipinos and tourists — a regional expansion that can drive higher cross-border transaction volumes in Southeast Asia. Visa–GCash partnership
• Positive Sentiment: Belpointe Asset Management increased its stake in Visa (reported in a 13F), a small institutional accumulation signal that can be read as confidence from active managers. Belpointe stake increase
• Neutral Sentiment: Visa is publicly urging banks to rethink loyalty beyond simple rewards, positioning itself as a platform provider for next‑gen loyalty programs — long‑term strategic positioning but not an immediate earnings driver. PYMNTS: loyalty strategy
• Neutral Sentiment: Media/commentary pieces (Jim Cramer, stock comparisons with Mastercard) are highlighting valuation and sector dynamics; useful for sentiment but not direct company news. Jim Cramer commentary
• Negative Sentiment: Report that Visa plans to allow cardholders to spend rewards on Trump-related accounts could provoke political controversy or merchant/brand backlash for some investors — reputational risk that may weigh on sentiment for certain investor groups. Rewards on Trump accounts

Visa Price Performance

V opened at $326.96 on Thursday. The business has a fifty day moving average of $338.70 and a 200 day moving average of $341.86. The stock has a market cap of $595.63 billion, a P/E ratio of 32.02, a PEG ratio of 1.91 and a beta of 0.81. 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.

Visa (NYSE:V) last released its earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping the consensus estimate of $2.97 by $0.01. The business had revenue of $10.72 billion during 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 business’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same period last year, the company earned $2.71 earnings per share. As a group, sell-side analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa 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.