Mediolanum International Funds Ltd trimmed its stake in Visa Inc. (NYSE:V – Free Report) by 5.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 345,008 shares of the credit-card processor’s stock after selling 19,919 shares during the quarter. Visa comprises about 1.2% of Mediolanum International Funds Ltd’s holdings, making the stock its 11th biggest position. Mediolanum International Funds Ltd’s holdings in Visa were worth $117,358,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also recently made changes to their positions in V. Brighton Jones LLC raised its stake in Visa by 50.1% during the 4th quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock worth $6,522,000 after buying an additional 6,883 shares during the period. Revolve Wealth Partners LLC grew its stake in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the period. Nicholas Hoffman & Company LLC. increased its holdings in shares of Visa by 4.6% during the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares in the last quarter. Generali Investments CEE investicni spolecnost a.s. lifted its holdings in shares of Visa by 5.8% in the 2nd quarter. Generali Investments CEE investicni spolecnost a.s. now owns 31,859 shares of the credit-card processor’s stock worth $11,312,000 after purchasing an additional 1,758 shares in the last quarter. Finally, Requisite Capital Management LLC lifted its holdings in shares of Visa by 27.8% in the 2nd quarter. Requisite Capital Management LLC now owns 767 shares of the credit-card processor’s stock worth $272,000 after purchasing an additional 167 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.
Visa Stock Down 3.0%
Visa stock opened at $321.91 on Friday. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.08 and a current ratio of 1.08. The firm’s 50-day simple moving average is $338.74 and its 200 day simple moving average is $341.56. The stock has a market cap of $586.44 billion, a PE ratio of 30.20, a price-to-earnings-growth ratio of 1.95 and a beta of 0.81.
Visa Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 10th will be issued a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.
Wall Street Analyst Weigh In
A number of analysts have commented on V shares. Truist Financial set a $374.00 price target on shares of Visa in a research note on Tuesday, January 20th. Macquarie reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research report on Friday. KeyCorp restated an “overweight” rating and issued a $405.00 target price on shares of Visa in a report on Wednesday, October 22nd. HSBC upgraded Visa from a “hold” rating to a “buy” rating and lifted their price target for the company from $335.00 to $389.00 in a research note on Sunday, December 7th. Finally, Wells Fargo & Company raised Visa to a “strong-buy” rating in a research note on Wednesday, October 22nd. Six research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $392.92.
Get Our Latest Research Report on Visa
Insiders Place Their Bets
In other Visa news, Director Lloyd Carney sold 900 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $336.48, for a total value of $302,832.00. Following the transaction, the director owned 2,468 shares of the company’s stock, valued at approximately $830,432.64. The trade was a 26.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This represents a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 24,042 shares of company stock valued at $8,247,289. Insiders own 0.12% of the company’s stock.
More Visa News
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
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.
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