Verde Servicos Internacionais S.A. Acquires 21,566 Shares of Visa Inc. $V

Verde Servicos Internacionais S.A. raised its stake in shares of Visa Inc. (NYSE:V) by 75.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,266 shares of the credit-card processor’s stock after purchasing an additional 21,566 shares during the quarter. Visa comprises 6.2% of Verde Servicos Internacionais S.A.’s holdings, making the stock its 4th biggest position. Verde Servicos Internacionais S.A.’s holdings in Visa were worth $18,062,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. XXEC Inc. lifted its stake in Visa by 153,118.8% during the 2nd quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after acquiring an additional 186,138,883 shares during the period. Diamant Asset Management Inc. boosted its holdings in Visa by 29,706.3% in the first quarter. Diamant Asset Management Inc. now owns 7,332,947 shares of the credit-card processor’s stock valued at $2,216,310,000 after purchasing an additional 7,308,345 shares during the last quarter. Jupiter Topco LLC purchased a new stake in Visa in the second quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Visa by 13.0% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 15,720,068 shares of the credit-card processor’s stock worth $5,393,398,000 after purchasing an additional 1,808,496 shares during the period. Finally, Janus Henderson Group PLC grew its position in Visa by 33.1% during the 1st quarter. Janus Henderson Group PLC now owns 4,486,927 shares of the credit-card processor’s stock worth $1,356,090,000 after purchasing an additional 1,116,498 shares during the period. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Insider Activity at Visa

In related news, insider Tullier Mahon sold 57,272 shares of the firm’s stock in a transaction dated Thursday, July 30th. The stock was sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the completion of the sale, the insider directly owned 49,662 shares of the company’s stock, valued at approximately $18,125,140.14. This trade represents a 53.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. This represents a 9.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 78,792 shares of company stock worth $28,863,319. 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 exceeded expectations with adjusted earnings of $3.48 per share versus the $3.43–$3.44 consensus, while revenue rose 13% year over year to approximately $12.14 billion, ahead of estimates. Adjusted EPS increased 17% from a year earlier, supported by higher payment volumes and transaction growth. Visa Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: The company reported approximately $6 billion in quarterly profit and raised its quarterly dividend by 16%, reinforcing its strong cash generation and shareholder-return profile. Visa Reports Higher Profit on Payment Volumes and Transactions Growth
• Positive Sentiment: Visa’s expansion into AI-enabled payments could provide a longer-term growth opportunity. The company is piloting trusted AI agents that can complete approved invoice payments, while Visa Direct is being expanded for international transfers. Visa’s Agent Payment Pilot
• Neutral Sentiment: The results exceeded forecasts, but Visa trades at a premium valuation, with a price-to-earnings ratio above 34 and the shares near their 52-week high. Investors may require continued strong growth to justify further gains. Visa Likely to Beat Q4 Earnings
• Negative Sentiment: Visa faces a potential £5 billion UK collective lawsuit involving roughly one million businesses. The claim alleges excessive and anti-competitive card fees; any resulting liability or changes to interchange-fee practices could pressure future profitability. Visa and Mastercard UK Lawsuit

Analysts Set New Price Targets

V has been the subject of several recent research reports. BNP Paribas Exane lifted their price target on Visa from $420.00 to $425.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Keefe, Bruyette & Woods upped their price objective on Visa from $400.00 to $430.00 in a research report on Wednesday, July 8th. Daiwa Securities Group upped their price objective on Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research report on Thursday, August 6th. BMO Capital Markets reaffirmed an “outperform” rating and set a $425.00 price objective on shares of Visa in a research note on Thursday, October 15th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $460.00 price objective (up from $435.00) on shares of Visa in a research note on Tuesday, August 25th. Three research analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $428.85.

Visa Stock Performance

NYSE V opened at $401.31 on Wednesday. The stock’s 50 day simple moving average is $378.75 and its 200-day simple moving average is $341.35. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $414.60.

Visa (NYSE:V) last issued its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 EPS for the quarter, beating analysts’ consensus estimates of $3.43 by $0.05. The business had revenue of $12.14 billion during the quarter, compared to analyst estimates of $12.09 billion. During the same quarter last year, the company earned $2.98 earnings per share. Visa’s quarterly revenue was up 13.2% on a year-over-year basis. As a group, sell-side analysts forecast that Visa Inc. will post 13.22 EPS for the current year.

About Visa

Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.

Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.