Visa Inc. $V is Bessemer Group Inc.’s 9th Largest Position

Bessemer Group Inc. boosted its position in Visa Inc. (NYSE:V) by 0.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,165,107 shares of the credit-card processor’s stock after acquiring an additional 8,798 shares during the period. Visa accounts for approximately 1.7% of Bessemer Group Inc.’s portfolio, making the stock its 9th largest holding. Bessemer Group Inc. owned approximately 0.17% of Visa worth $1,080,504,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in V. Vanguard Group Inc. raised 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 valued at $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% in the second 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 purchased a new position in shares of Visa in the second quarter valued at $7,034,939,000. TCI Fund Management Ltd. raised its stake in shares of Visa by 14.6% during the 2nd 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 period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Visa by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 12,820,885 shares of the credit-card processor’s stock worth $4,552,057,000 after purchasing an additional 145,665 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Daiwa Capital Markets raised Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a report on Monday. Macquarie restated an “outperform” rating and issued a $410.00 price objective on shares of Visa in a research report on Friday, January 30th. Piper Sandler set a $160.00 price objective on shares of Visa in a research note on Wednesday, January 28th. Wells Fargo & Company raised shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, TD Cowen reiterated a “buy” rating on shares of Visa in a research note on Friday, January 30th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Visa has an average rating of “Buy” and an average price target of $392.00.

Visa Price Performance

V stock opened at $329.79 on Thursday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.08. Visa Inc. has a one year low of $299.00 and a one year high of $375.51. The stock has a market cap of $600.79 billion, a PE ratio of 30.94, a P/E/G ratio of 1.89 and a beta of 0.79. The firm has a 50 day simple moving average of $338.66 and a two-hundred day simple moving average of $341.17.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a net margin of 50.23% and a return on equity of 61.74%. The firm had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter last year, the company posted $2.75 EPS. The business’s quarterly revenue was up 14.6% on a year-over-year basis. On average, analysts predict that Visa Inc. will post 11.3 EPS for the current fiscal year.

Visa Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be paid a dividend of $0.67 per share. 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 payout ratio is 25.14%.

Insider Transactions at Visa

In related news, insider Paul D. Fabara sold 2,172 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $325.93, for a total transaction of $707,919.96. Following the transaction, the insider directly owned 26,413 shares of the company’s stock, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was 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 directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate insiders.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa struck a deal with UnionPay International to route cross‑border payouts to >95% of UnionPay debit cards in Mainland China via Visa Direct, simplifying access to China’s large on‑shore payout network and creating a new payments flow opportunity by mid‑2026. Visa-UnionPay Link-Up: A Turning Point in Cross-Border Money Flow? ‘Visa Direct’ To Enable Cross-Border Transfers To China
• Positive Sentiment: Recent fundamentals and analyst commentary support a growth narrative — Visa beat Jan. quarter EPS and revenue, posted double‑digit revenue growth and strong margins, which reinforces upside from higher volumes and new rails like the UnionPay tie‑up. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: Fintech sector rotation and interest in payments/AI themes are drawing investor attention to Visa alongside peers, providing supportive industry tailwinds but also higher expectations for execution and guidance. Fintech Stocks Offer a Resilient Path Toward Sustainable Returns
• Neutral Sentiment: Market commentary comparing Visa and Mastercard during earnings season highlights competitive dynamics; investors will watch volume/margin mix and guidance for which issuer can sustain faster revenue capture. Visa Vs. Mastercard’s Earnings Review: Who Won The Quarter Is The One I Am Buying
• Neutral Sentiment: Legislative and macro headlines (e.g., new visa‑related bills or large tech expansions) are showing up in the newsflow but are unlikely to materially affect Visa’s near‑term payment volumes; these are monitoring items rather than direct catalysts. New Bill: Representative Brandon Gill introduces H.R. 7063: Student Visa Integrity Act of 2026
• Negative Sentiment: Technical/valuation caution: the stock sits below its 50‑ and 200‑day moving averages and trades at a premium multiple (PE ≈ 31), so upside may be limited absent continued volume expansion or guidance lifts; investors should watch guidance and China rollout execution.

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.