1,469 Visa Inc. $V Shares Sold by Calamos Wealth Management LLC

Calamos Wealth Management LLC decreased its holdings in Visa Inc. (NYSE:V) by 1.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 89,193 shares of the credit-card processor’s stock after selling 1,469 shares during the quarter. Visa accounts for approximately 0.9% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. Calamos Wealth Management LLC’s holdings in Visa were worth $32,050,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. XXEC Inc. lifted its holdings in shares of Visa by 153,118.8% in the second quarter. XXEC Inc. now owns 186,260,448 shares of the credit-card processor’s stock valued at $63,904,097,000 after purchasing an additional 186,138,883 shares in the last quarter. Jupiter Topco LLC purchased a new stake in Visa in the 2nd quarter valued at $1,435,262,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Visa by 13.0% in 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 valued at $5,393,398,000 after buying an additional 1,808,496 shares during the last quarter. Janus Henderson Group PLC lifted its stake 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 valued at $1,356,090,000 after acquiring an additional 1,116,498 shares in the last quarter. Finally, Amundi grew its stake in shares of Visa by 16.5% in the 2nd quarter. Amundi now owns 7,714,919 shares of the credit-card processor’s stock worth $2,646,911,000 after acquiring an additional 1,092,315 shares in the last quarter. Institutional investors and hedge funds own 82.15% of the company’s stock.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa reported record fourth-quarter and full-year results, with adjusted earnings up 17% year over year, and raised its dividend by 16%. Truist also raised its price target to $470 and maintained a Buy rating, signaling analyst confidence in further upside. Visa earnings and dividend report Truist price target report
• Positive Sentiment: Visa is building six technology hubs in Singapore focused on AI, cybersecurity, and next-generation payments. The investment could strengthen its capabilities and support future commerce growth. Singapore technology hubs
• Neutral Sentiment: Visa launched an AI-shopping benchmark, highlighting potential opportunities in agentic commerce while noting that many test runs failed—evidence the technology is still developing. AI shopping benchmark announcement
• Negative Sentiment: Analysts have flagged rising client incentives and Visa’s premium valuation as risks that could constrain the case for buying the stock despite strong results. Zacks analysis of incentives and valuation
• Negative Sentiment: Gnosis Pay, a crypto-card provider that uses Visa, disclosed exposure of customers’ payment and personal data. The report says customer funds were safe; the incident was at Gnosis Pay’s legacy system, not Visa’s own platform, though it may raise broader questions about payment security. Gnosis Pay breach report

Analyst Ratings Changes

A number of brokerages have issued reports on V. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $500.00 price objective (up from $445.00) on shares of Visa in a research report on Wednesday, October 28th. Bank of America lifted their price target on Visa from $410.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Piper Sandler restated an “overweight” rating and issued a $479.00 price objective (up from $430.00) on shares of Visa in a research note on Wednesday, October 28th. Truist Financial raised their target price on Visa from $443.00 to $470.00 and gave the company a “buy” rating in a research report on Thursday. Finally, DZ Bank reiterated a “buy” rating on shares of Visa in a research note on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating and thirty-five have issued a Buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $440.82.

Visa Stock Performance

NYSE:V traded up $0.17 during trading hours on Friday, reaching $422.76. The stock had a trading volume of 9,219,148 shares, compared to its average volume of 6,437,748. Visa Inc. has a 12-month low of $293.89 and a 12-month high of $442.23. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.99 and a current ratio of 0.97. The stock has a 50 day simple moving average of $385.86 and a 200 day simple moving average of $344.69. The stock has a market cap of $754.39 billion, a P/E ratio of 34.29, a price-to-earnings-growth ratio of 1.81 and a beta of 0.80.

Visa (NYSE:V) last posted its quarterly earnings results on Tuesday, October 27th. The credit-card processor reported $3.48 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.04. Visa had a return on equity of 70.50% and a net margin of 51.20%. The company had revenue of $12.14 billion during the quarter, compared to the consensus estimate of $12.09 billion. During the same quarter in the prior year, the company earned $2.98 EPS. The firm’s quarterly revenue was up 13.2% compared to the same quarter last year. On average, research analysts forecast that Visa Inc. will post 15.02 EPS for the current fiscal year.

Visa Increases Dividend

The firm also recently announced 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. The ex-dividend date is Tuesday, November 10th. This is a positive change from Visa’s previous quarterly dividend of $0.67. This represents a $3.12 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio is 21.74%.

Insider Activity

In other news, General Counsel Julie Rottenberg sold 2,028 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total value of $773,377.80. Following the sale, the general counsel owned 18,404 shares of the company’s stock, valued at $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 5,875 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $367.87, for a total transaction of $2,161,236.25. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,582,059.38. The trade was a 27.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 27,395 shares of company stock valued at $10,406,050 in the last quarter. Corporate insiders own 0.12% of the company’s stock.

Visa Profile

Visa Inc operates a global payments network that connects consumers, merchants, financial institutions and governments. Its network supports the authorization, clearing and settlement of electronic payments, including transactions made in person and online.

The company’s services include payment processing, fraud prevention, identity and risk management, and money-transfer solutions such as Visa Direct. Visa-branded credit, debit and prepaid cards are issued by participating financial institutions; Visa generally provides the network and related services rather than issuing cards or extending credit directly to consumers.

Visa traces its roots to BankAmericard, a bank card program launched in California in 1958.