Visa Inc. $V Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund lowered its stake in Visa Inc. (NYSE:V) by 4.6% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 2,139,288 shares of the credit-card processor’s stock after selling 103,829 shares during the period. Visa accounts for approximately 0.9% of New York State Common Retirement Fund’s holdings, making the stock its 12th biggest holding. New York State Common Retirement Fund’s holdings in Visa were worth $730,310,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Crumly & Associates Inc. raised its stake in Visa by 7.8% during the third quarter. Crumly & Associates Inc. now owns 2,290 shares of the credit-card processor’s stock valued at $782,000 after buying an additional 165 shares in the last quarter. Traynor Capital Management Inc. raised its position in shares of Visa by 7.2% during the 3rd quarter. Traynor Capital Management Inc. now owns 51,150 shares of the credit-card processor’s stock valued at $17,462,000 after acquiring an additional 3,434 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in Visa by 5.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 439,002 shares of the credit-card processor’s stock worth $149,867,000 after purchasing an additional 23,698 shares during the last quarter. Ballentine Partners LLC boosted its holdings in Visa by 0.4% in the third quarter. Ballentine Partners LLC now owns 40,435 shares of the credit-card processor’s stock worth $13,804,000 after purchasing an additional 160 shares during the period. Finally, Mystic Asset Management Inc. increased its stake in Visa by 1.0% during the third quarter. Mystic Asset Management Inc. now owns 11,732 shares of the credit-card processor’s stock valued at $4,005,000 after purchasing an additional 120 shares during the last quarter. 82.15% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on V. Hsbc Global Res raised shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. UBS Group reissued a “buy” rating on shares of Visa in a report on Tuesday, January 13th. Morgan Stanley set a $398.00 price target on Visa and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Truist Financial set a $374.00 price objective on Visa in a research report on Tuesday, January 20th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $408.00 target price (up from $398.00) on shares of Visa in a research note on Wednesday, October 29th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Visa presently has a consensus rating of “Buy” and a consensus price target of $391.58.

Visa Stock Up 0.5%

V opened at $326.96 on Thursday. The company has a market capitalization of $595.63 billion, a PE ratio of 32.02, a price-to-earnings-growth ratio of 1.91 and a beta of 0.81. The business has a 50-day moving average of $338.70 and a 200-day moving average of $341.86. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.08 and a quick ratio of 1.08. Visa Inc. has a fifty-two week low of $299.00 and a fifty-two week high of $375.51.

Visa (NYSE:V) last announced its quarterly earnings results on Tuesday, October 28th. The credit-card processor reported $2.98 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.01. Visa had a return on equity of 60.31% and a net margin of 50.15%.The company had revenue of $10.72 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter in the previous year, the firm earned $2.71 earnings per share. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. Equities research analysts forecast that Visa Inc. will post 11.3 EPS for the current fiscal year.

Key Visa News

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

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 shares were sold at an average price of $336.48, for a total value of $302,832.00. Following the sale, the director owned 2,468 shares of the company’s stock, valued at $830,432.64. The trade was a 26.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Paul D. Fabara sold 2,172 shares of Visa stock in a transaction that occurred 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 in the company, valued at $8,608,789.09. The trade was a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,042 shares of company stock valued at $8,247,289 in the last three months. Company insiders own 0.12% of the company’s stock.

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.