Comgest Global Investors S.A.S. Has $364.87 Million Stock Holdings in Visa Inc. $V

Comgest Global Investors S.A.S. cut its holdings in Visa Inc. (NYSE:V) by 1.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,068,806 shares of the credit-card processor’s stock after selling 16,193 shares during the quarter. Visa makes up 6.5% of Comgest Global Investors S.A.S.’s holdings, making the stock its 5th biggest holding. Comgest Global Investors S.A.S. owned approximately 0.06% of Visa worth $364,869,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in Visa by 50.1% in the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after buying an additional 6,883 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Visa by 68.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock valued at $3,733,000 after acquiring an additional 4,817 shares during the last quarter. Nicholas Hoffman & Company LLC. lifted its stake in shares of Visa by 4.6% in the 1st quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock valued at $3,834,000 after acquiring an additional 477 shares during the last quarter. Matrix Asset Advisors Inc. NY boosted its holdings in shares of Visa by 16.9% during the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in Visa by 5.1% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 231,510 shares of the credit-card processor’s stock worth $82,198,000 after acquiring an additional 11,334 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.

Analyst Upgrades and Downgrades

V has been the subject of several research reports. UBS Group reiterated a “buy” rating on shares of Visa in a research report on Tuesday, January 13th. HSBC upgraded shares of Visa from a “hold” rating to a “strong-buy” rating in a report on Monday, December 8th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price on the stock in a report on Monday, February 2nd. TD Cowen reaffirmed a “buy” rating on shares of Visa in a research note on Friday, January 30th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $395.00 price target on shares of Visa in a report on Friday, January 30th. Seven investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Visa currently has a consensus rating of “Buy” and a consensus price target of $392.21.

More Visa News

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa gains traction in stablecoin and crypto payouts through partnerships and network expansions—this extends Visa Direct use cases and supports fee-bearing volume growth. Visa Helps Wirex Provide Stablecoin Payments for BaaS Clients
• Positive Sentiment: Visa’s principal-membership adoption by European e‑money firms enables stablecoin‑linked debit cards, broadening card-rail usage for crypto-backed balances in Europe. This can boost transaction volumes and issuer fees. Quantoz gains Visa nod to issue stablecoin-linked debit cards in Europe
• Positive Sentiment: Banqup partnership: Visa will power integrated e‑invoicing and e‑payment solutions in Europe (Visa Direct/Commercial Solutions), supporting B2B payments growth and higher-value commercial flows. Banqup and Visa enter strategic partnership
• Positive Sentiment: Regional expansion: Visa created a North Africa sub‑region (Egypt, Libya, Sudan) to accelerate digital payment adoption — a strategic growth move into underpenetrated markets. Visa Launches North Africa Sub-Region
• Positive Sentiment: Macro tailwind: Olympic-related travel/spending in Italy is lifting cross‑border and card volume in the region, which benefits Visa’s interchange revenue. Olympics boost spending in Italy; UK banks push Visa, Mastercard rival
• Positive Sentiment: Analyst sentiment: Freedom Capital upgraded Visa from “hold” to “strong-buy,” which can attract buyer interest and support multiple expansion. Zacks – Freedom Capital upgrade
• Neutral Sentiment: Industry context: Zacks highlights Visa among five transaction stocks to watch—cross‑border and e‑commerce growth offset higher tech/expense pressures; useful for relative positioning but not a direct catalyst. 5 Financial Transaction Stocks to Watch
• Neutral Sentiment: Retail/investor interest: Zacks notes increased searches on Visa, signaling heightened attention that can amplify moves but doesn’t change fundamentals. Investors Heavily Search Visa Inc.
• Neutral Sentiment: Market noise: A MarketBeat piece on AI infrastructure (Vertiv) is driving sector rotation into AI‑infrastructure names; this is a broader market theme and only indirectly relevant to Visa. Vertiv’s $15 Billion Backlog Is the Loudest AI Signal in 2026
• Negative Sentiment: Competitive/regulatory risk: Several U.K. banks are exploring a domestic alternative to Visa and Mastercard amid geopolitical concerns — an early-stage initiative that could pressure long-term market share or interchange in the U.K. if it advances. Monitor developments for timing and regulatory reaction. UK bank bosses plan Visa/Mastercard alternative British Banks Push For UK Alternative to Visa and Mastercard Banks to discuss UK alternative

Visa Trading Up 0.4%

NYSE:V opened at $320.63 on Thursday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.11. The firm’s fifty day moving average is $337.50 and its 200-day moving average is $339.24. Visa Inc. has a 52 week low of $299.00 and a 52 week high of $375.51. The firm has a market cap of $581.99 billion, a P/E ratio of 30.08, a P/E/G ratio of 1.83 and a beta of 0.79.

Visa (NYSE:V) last posted its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to analyst estimates of $10.69 billion. During the same period last year, the company posted $2.75 EPS. The business’s quarterly revenue was up 14.6% on a year-over-year basis. Equities analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 10th will be given a dividend of $0.67 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio (DPR) is 25.14%.

Insiders Place Their Bets

In related news, CEO Ryan Mcinerney sold 10,485 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the transaction, the chief executive officer directly owned 9,401 shares of the company’s stock, valued at approximately $3,282,641.18. This represents a 52.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Paul D. Fabara sold 2,172 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $325.93, for a total value of $707,919.96. Following the completion of the transaction, the insider owned 26,413 shares in the company, valued at approximately $8,608,789.09. The trade was a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Visa 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.