Caisse Des Depots ET Consignations Has $64.78 Million Holdings in Visa Inc. $V

Caisse Des Depots ET Consignations decreased its holdings in shares of Visa Inc. (NYSE:V) by 18.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 184,704 shares of the credit-card processor’s stock after selling 40,917 shares during the period. Visa makes up 1.5% of Caisse Des Depots ET Consignations’ holdings, making the stock its 9th largest position. Caisse Des Depots ET Consignations’ holdings in Visa were worth $64,778,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in V. Corient Private Wealth LLC raised its position in shares of Visa by 110.4% during the 2nd 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 during the last quarter. Holocene Advisors LP raised its position in shares of Visa by 286.4% during the 3rd quarter. Holocene Advisors LP now owns 2,526,026 shares of the credit-card processor’s stock valued at $862,335,000 after acquiring an additional 1,872,362 shares during the last quarter. SG Americas Securities LLC raised its position in shares of Visa by 121.7% during the 4th quarter. SG Americas Securities LLC now owns 3,022,411 shares of the credit-card processor’s stock valued at $1,059,990,000 after acquiring an additional 1,658,954 shares during the last quarter. Danske Bank A S bought a new stake in shares of Visa during the 3rd quarter valued at $565,684,000. Finally, Capital Research Global Investors increased its position in shares of Visa by 73.4% in the 3rd quarter. Capital Research Global Investors now owns 3,197,405 shares of the credit-card processor’s stock valued at $1,091,528,000 after buying an additional 1,353,441 shares in the last quarter. Institutional investors own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong momentum and analyst support — Coverage pieces are calling Visa a momentum name after solid fundamentals and style‑score metrics that favor growth stocks; UBS and other houses have lifted targets, adding buy‑side pressure. Why Visa is a Top Momentum Stock
• Positive Sentiment: Stablecoin settlement expansion — Visa has broadened its stablecoin pilot to nine blockchains and says settlement volume is at roughly a $7B annualized run‑rate, which increases optionality for non‑bank settlement rails and could accelerate new payment flows. This supports growth and diversification of revenue sources. Visa Expands Stablecoin Pilot
• Positive Sentiment: Agentic/AI payments roll‑out — Visa is scaling its “Agentic Ready” program across APAC/LatAm to capture volume from AI agent‑initiated commerce; if Visa secures the rails for agent payments, it protects future fee pools. Visa Launches Agentic Ready
• Positive Sentiment: Crypto‑card volume accelerating — On‑chain crypto card spending has surged (reports cite a ~500% rise to ~$600M/month) with Visa capturing the lion’s share of that flow, highlighting near‑term volume upside. Crypto Card Spending Surges
• Neutral Sentiment: Dividend and buyback mix — Visa declared a $0.67 quarterly dividend and authorized a $20B repurchase (about 3.6% of shares). Both return capital and signal management confidence, but buybacks can be perceived differently depending on valuation and timing. Insider Filing / Company Release
• Neutral Sentiment: Peer results and sector noise — Mastercard also reported strong results but its stock moved differently, showing the sector can react idiosyncratically to similar beats; investors are weighing valuation vs. durable growth. Mastercard Earnings
• Negative Sentiment: Insider sale by the CEO — CEO Ryan McInerney sold 31,455 shares (executed under a 10b5‑1 plan), cutting his holdings substantially; even planned sales can spook investors and add short‑term selling pressure. SEC Form 4
• Negative Sentiment: Regulatory and structural risks — European moves (digital euro debate) and the rise of alternative rails/agentic commerce raise the prospect that some flows could bypass traditional card economics over time, creating execution and margin risks that keep some investors cautious. Europe Digital Euro Debate

Insider Transactions at Visa

In other Visa news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the completion of the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd Carney sold 650 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the transaction, the director owned 2,679 shares of the company’s stock, valued at approximately $829,471.98. This represents a 19.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by corporate insiders.

Visa Price Performance

V stock opened at $328.43 on Friday. The stock has a 50-day moving average price of $310.11 and a two-hundred day moving average price of $327.30. The stock has a market cap of $596.16 billion, a PE ratio of 28.61, a price-to-earnings-growth ratio of 1.82 and a beta of 0.78. The company has a current ratio of 1.09, a quick ratio of 1.11 and a debt-to-equity ratio of 0.64. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $375.51.

Visa (NYSE:V) last released its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analysts’ expectations of $10.75 billion. Visa had a return on equity of 65.00% and a net margin of 51.68%.The company’s revenue was up 17.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.76 EPS. Equities analysts forecast that Visa Inc. will post 12.98 EPS for the current fiscal year.

Visa declared that its board has approved a share buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its stock is undervalued.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th 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, May 12th. Visa’s dividend payout ratio is 23.34%.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Freedom Capital upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 16th. Truist Financial lowered their price objective on shares of Visa from $372.00 to $361.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Cantor Fitzgerald restated an “overweight” rating and issued a $400.00 price objective on shares of Visa in a research report on Wednesday. Evercore set a $350.00 price objective on shares of Visa in a research report on Wednesday. Finally, TD Cowen restated a “buy” rating on shares of Visa in a research report on Friday, January 30th. Six analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $387.25.

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.