Envestnet Asset Management Inc. Sells 106,601 Shares of Visa Inc. $V

Envestnet Asset Management Inc. cut its stake in Visa Inc. (NYSE:V) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,214,510 shares of the credit-card processor’s stock after selling 106,601 shares during the quarter. Envestnet Asset Management Inc. owned about 0.23% of Visa worth $1,438,750,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Visa in the 2nd quarter worth approximately $7,034,939,000. TCI Fund Management Ltd. lifted its position in Visa by 14.6% during the second 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 acquiring an additional 2,429,996 shares during the last quarter. Corient Private Wealth LLC boosted its stake in Visa by 110.4% in the second 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 acquiring an additional 2,075,289 shares in the last quarter. Vanguard Group Inc. grew its holdings in Visa by 0.9% in the second quarter. Vanguard Group Inc. now owns 162,544,006 shares of the credit-card processor’s stock worth $57,711,249,000 after purchasing an additional 1,461,575 shares during the last quarter. Finally, Geode Capital Management LLC increased its position in shares of Visa by 2.5% during the second quarter. Geode Capital Management LLC now owns 43,096,802 shares of the credit-card processor’s stock worth $15,253,245,000 after purchasing an additional 1,067,631 shares in the last quarter. 82.15% of the stock is owned by institutional investors.

Visa Trading Down 1.4%

Visa stock opened at $329.07 on Wednesday. The stock has a 50-day moving average price of $338.74 and a 200 day moving average price of $341.25. The company has a market capitalization of $599.47 billion, a price-to-earnings ratio of 30.87, a price-to-earnings-growth ratio of 1.92 and a beta of 0.79. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The company has a quick ratio of 1.08, a current ratio of 1.11 and a debt-to-equity ratio of 0.51.

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. Visa had a net margin of 50.23% and a return on equity of 61.74%. The company had revenue of $10.90 billion for the quarter, compared to the consensus estimate of $10.69 billion. During the same quarter in the prior year, the company earned $2.75 EPS. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. Sell-side analysts anticipate that Visa Inc. will post 11.3 EPS for the current year.

Visa Dividend Announcement

The firm 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 dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, February 10th. Visa’s dividend payout ratio (DPR) is 25.14%.

Insiders Place Their Bets

In other Visa news, insider Paul D. Fabara sold 2,172 shares of Visa 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 completion of the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. This trade represents a 7.60% decrease in their position. The transaction 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 dated 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 owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa Direct will enable cross‑border remittances to over 95% of UnionPay debit cardholders in Mainland China by mid‑2026 — a major expansion of direct push‑to‑card flows into the world’s largest card network that could boost cross‑border volume and fee revenue. ‘Visa Direct’ To Enable Cross-Border Transfers To China
• Positive Sentiment: Visa has enabled stablecoin settlement with NymCard in the Gulf Cooperation Council region, allowing USDC settlement for Visa transactions — this can lower settlement friction, speed funding to issuers and support 24/7 rails that reduce float and operational costs. NymCard and Visa Launch Stablecoin Settlement in GCC Region
• Positive Sentiment: Major brokerages reiterated bullish ratings (Outperform at Royal Bank of Canada and Macquarie), which supports investor confidence and can help sustain multiple expansion relative to peers. Visa’s (V) Outperform Rating Reiterated at Royal Bank Of Canada
• Positive Sentiment: Analyst/commentary pieces (Zacks, The Motley Fool) highlight Visa’s strong revenue and profit growth and position as a high‑quality growth stock in fintech, which may keep retail interest elevated. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: New issuer products using the Visa network (e.g., U.S. Bank’s Business Shield Visa card) signal continued demand from banks to issue Visa‑branded cards, supporting volume indirectly but not a direct revenue surprise. U.S. Bank Business Shield™ Visa® Card Offers Intro 0% APR
• Neutral Sentiment: Industry and competitive commentary (earnings comparisons with Mastercard, Seeking Alpha pieces) provide context on market share and margin dynamics but don’t report new company‑specific catalysts. Visa Vs. Mastercard’s Earnings Review
• Neutral Sentiment: Macro/industry items (e.g., Reuters on Alphabet’s India expansion, travel/visa coverage) are tangential to Visa’s near‑term fundamentals and more relevant for broader market risk sentiment than for Visa specifically. Alphabet plans major India expansion as US tightens visa rules

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on V shares. UBS Group reissued a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. Truist Financial set a $374.00 price target on Visa in a research note on Tuesday, January 20th. Morgan Stanley reissued an “overweight” rating and issued a $411.00 price target (up previously from $398.00) on shares of Visa in a report on Friday. Wells Fargo & Company upgraded shares of Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Robert W. Baird set a $425.00 target price on shares of Visa in a research note on Wednesday, October 29th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $392.00.

Visa Company 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.