Visa Inc. $V Shares Purchased by Investment Partners LTD.

Investment Partners LTD. boosted its holdings in shares of Visa Inc. (NYSE:V) by 59.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,944 shares of the credit-card processor’s stock after acquiring an additional 1,839 shares during the quarter. Investment Partners LTD.’s holdings in Visa were worth $1,776,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in V. John Boyer Inc. bought a new position in Visa during the 3rd quarter worth approximately $27,000. Philadelphia Investment Partners LLC bought a new stake in Visa in the 2nd quarter valued at about $29,000. Virtus Advisers LLC acquired a new position in shares of Visa during the second quarter worth approximately $33,000. Robinswood Financial LLC acquired a new stake in Visa in the 1st quarter valued at $35,000. Finally, Portfolio Resources Advisor Group Inc. acquired a new stake in Visa in the 3rd quarter valued at $35,000. 82.15% of the stock is currently owned by institutional investors.

Insider Transactions at Visa

In other news, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $367.87, for a total value of $2,161,236.25. Following the transaction, the chief executive officer owned 15,174 shares in the company, valued at approximately $5,582,059.38. The trade was a 27.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $381.35, for a total value of $773,377.80. Following the completion of the transaction, the general counsel directly owned 18,404 shares in the company, valued at $7,018,365.40. This trade 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. Insiders have sold 21,520 shares of company stock worth $7,960,757 over the last ninety days. Insiders own 0.12% of the company’s stock.

Visa Trading Up 0.8%

Shares of Visa stock opened at $413.69 on Friday. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $417.00. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.97 and a quick ratio of 0.99. The firm has a market cap of $738.20 billion, a PE ratio of 33.55, a PEG ratio of 1.94 and a beta of 0.77. The company has a 50 day simple moving average of $381.31 and a two-hundred day simple moving average of $342.25.

Visa (NYSE:V) last announced its earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.44 by $0.04. Visa had a net margin of 51.20% and a return on equity of 70.50%. The company had revenue of $12.14 billion during the quarter, compared to analyst estimates of $12.09 billion. During the same period in the previous year, the business earned $2.98 earnings per share. The firm’s quarterly revenue was up 13.2% compared to the same quarter last year. Analysts expect that Visa Inc. will post 15.03 earnings per share for the current fiscal year.

Visa Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be paid a $0.78 dividend. This is a positive change from Visa’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.12 dividend on an annualized basis and a dividend yield of 0.8%. Visa’s dividend payout ratio is currently 21.74%.

Key Headlines Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Strong operating trends: Visa’s latest earnings discussion highlighted resilient U.S. spending, accelerating cross-border volumes, commercial and e-commerce growth, and expanding value-added services. More than 60% of e-commerce transactions are now tokenized, supporting network security and long-term volume growth. 5 insightful analyst questions from Visa’s Q3 earnings call
• Positive Sentiment: China and international expansion: Visa and Tencent signed an agreement covering cross-border payments, international money transfers and AI-powered commerce. Visa also received approval to prepare for a domestic bank-card clearing business in China, potentially expanding its addressable market. Tencent, Visa deepen payments push in China
• Positive Sentiment: Digital-assets opportunity: Visa’s annualized stablecoin settlement volume reportedly surpassed $25 billion, while stablecoin-linked card programs exceeded 225. The progress reinforces Visa’s role in emerging payment infrastructure. Visa Stablecoin Settlement Tops $25 Billion
• Positive Sentiment: Shareholder returns and analyst support: Visa raised its quarterly dividend 16.4% to $0.78 per share. KeyCorp maintained an “Overweight” rating with a $425 target and projects EPS of $16.93 in fiscal 2028 and $19.00 in fiscal 2029. Wells Fargo separately lifted its target to $463, while RBC, Oppenheimer, Barclays and JPMorgan also issued favorable commentary. Wells Fargo raises Visa price target
• Neutral Sentiment: Industry backdrop: Cross-border activity and consumer spending remain supportive, but rising technology expenses and inflation could pressure payment-industry margins. Financial transaction stocks amid cost and inflation pressure
• Negative Sentiment: Merchant litigation risk: Visa’s agreement to drop the “honor all cards” rule settles part of a merchant dispute but could create uncertainty around acceptance practices and pricing power. Will ditching the honor all cards rule matter?

Analyst Ratings Changes

V has been the topic of several research reports. BNP Paribas Exane upped their price objective on shares of Visa from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Truist Financial set a $443.00 target price on Visa and gave the stock a “buy” rating in a research note on Friday, October 23rd. President Capital upped their price objective on Visa from $411.00 to $474.00 and gave the company a “buy” rating in a research note on Monday, August 17th. Oppenheimer increased their target price on shares of Visa from $403.00 to $440.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Piper Sandler reiterated an “overweight” rating and set a $479.00 price target (up from $430.00) on shares of Visa in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the company. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and a consensus target price of $438.41.

Visa Company Profile

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.