Thrivent Financial for Lutherans Raises Holdings in Visa Inc. $V

Thrivent Financial for Lutherans boosted its holdings in shares of Visa Inc. (NYSE:V) by 6.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,543,383 shares of the credit-card processor’s stock after acquiring an additional 89,593 shares during the quarter. Visa comprises 1.0% of Thrivent Financial for Lutherans’ holdings, making the stock its 12th largest holding. Thrivent Financial for Lutherans owned approximately 0.08% of Visa worth $526,880,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Victrix Investment Advisors grew its holdings in shares of Visa by 6.3% during the 3rd quarter. Victrix Investment Advisors now owns 11,824 shares of the credit-card processor’s stock worth $4,037,000 after purchasing an additional 697 shares during the period. Cutler Investment Counsel LLC lifted its position in Visa by 3.1% in the third quarter. Cutler Investment Counsel LLC now owns 1,062 shares of the credit-card processor’s stock valued at $363,000 after buying an additional 32 shares during the last quarter. Topsail Wealth Management LLC boosted its stake in Visa by 2.9% during the third quarter. Topsail Wealth Management LLC now owns 7,180 shares of the credit-card processor’s stock worth $2,451,000 after buying an additional 203 shares during the period. Donaldson Capital Management LLC increased its position in shares of Visa by 15.0% during the third quarter. Donaldson Capital Management LLC now owns 42,133 shares of the credit-card processor’s stock valued at $14,383,000 after acquiring an additional 5,488 shares during the last quarter. Finally, Lee Financial Co raised its stake in shares of Visa by 18.2% in the 3rd quarter. Lee Financial Co now owns 3,290 shares of the credit-card processor’s stock valued at $1,123,000 after acquiring an additional 507 shares during the period. Institutional investors and hedge funds own 82.15% 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

Wall Street Analysts Forecast Growth

V has been the subject of a number of research analyst reports. Piper Sandler set a $160.00 price objective on shares of Visa in a research report on Wednesday. UBS Group restated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday. Robert W. Baird set a $425.00 target price on Visa in a research note on Wednesday, October 29th. Finally, KeyCorp restated an “overweight” rating and set a $405.00 target price on shares of Visa in a report 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 given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $392.92.

Insider Buying and Selling

In other news, Director Lloyd Carney sold 900 shares of the firm’s stock in a transaction on Tuesday, November 4th. The shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director directly owned 2,468 shares in the company, valued at approximately $830,432.64. This trade represents a 26.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $341.00, for a total transaction of $3,575,385.00. Following the transaction, the chief executive officer owned 537 shares of the company’s stock, valued at approximately $183,117. The trade was a 95.13% 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 over the last 90 days. 0.12% of the stock is owned by insiders.

Visa Trading Down 3.0%

NYSE:V opened at $321.91 on Friday. Visa Inc. has a 12-month low of $299.00 and a 12-month high of $375.51. The firm 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. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.53. The stock has a fifty day moving average price of $338.74 and a 200 day moving average price of $341.56.

Visa (NYSE:V) last issued its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. The company had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. Visa had a return on equity of 62.09% and a net margin of 50.23%.Visa’s revenue was up 14.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.75 EPS. Sell-side analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current fiscal year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 10th will be issued a $0.67 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $2.68 annualized dividend and a yield of 0.8%. Visa’s dividend payout ratio (DPR) is 25.14%.

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.